A Simple CRM for small businesses

Loved by Solo Entreprenuers, Sales agents & Small businesses

Yes you heard it right!

Trusted by 300+ sales teams worldwide

Reach out, Follow up, Nurture, Never forget again!

Everything you need, all in one place.

Lead Management

Smart Automations

AI Suggestions

Deal Tracking

Email Campaigns

Forms

Appointment Booking

The Relationship Journey

You Met John.

He fills in your website form. Workmonk catches him from any source - website, forms, imports, LinkedIn - and adds him as a contact, instantly.

Website

Form

Import

John Marshall

Just joined

You write note about John.

A quick note on his timeline. The small things that usually live only in your head - now searchable, shareable, never lost.

John Marshall

Note on John

Interested in the Pro plan.

Wants a quick demo next week.

Came in via Sara's referral.

brief.pdf

Just a gentle touch base with John.

A gentle nudge before John ever feels forgotten. Calm by default, never spammy.

Follow up with John

Tomorrow · 9:00 AM

John Marshall

You group him with other similar people.

Tag him, then build a segment. Now your outreach speaks to the right people, every time.

Spring outreach

96 contacts

Include

#Pro plan#Warm lead#Demo booked

Exclude

#Customer#Cold

John Marshall

is in this group

You send email to 200 contacts.

A thoughtful campaign, personalised at scale. John gets it alongside everyone else in the segment.

Spring outreach

+ 95 more

SubjectQuick idea for {{company}}

100 sent41% opened12 replied

Sent

John writes back.

His reply lands right on his timeline. No hunting through inboxes - the whole team can see it.

[email protected]

This looks great. Can we set up 30 minutes Thursday to walk through it?

you're typing...

You book the meeting.

Pick a slot, send the invite. Workmonk syncs everything so you stay in flow.

Thu14

Demo with

John Marshall

10:30 - 11:00 · Google Meet

The follow-up sends itself.

20 days later, the thread continues without a second thought. The story keeps writing itself.

To:

John Marshall

Sent

Hi John, circling back as promised. Ready when you are.

Workmonk remembers, so you don't have to.

Find your plan

Start free, upgrade when you're ready. No surprises.

Trial

Experience the full power for free

$0/ for 3 months

Full platform access
500 contacts
Email connection
Basic automations
Community support

Pro

For growing teams ready to scale

$50/ per month

Unlimited contacts
Advanced automation
WhatsApp integration
Campaigns
Calendar sync
Priority support

Enterprise

For large scale operations

Custom/ pricing

Unlimited everything
Custom integrations
Advanced analytics
Dedicated account manager
SLA guarantee
API access

Capture Leads

Facebook Ads

Google Ads

Landing Pages

Websites

Forms

Connect IDX

CREA DDF

TRREB MLS

Homebaba.ca

Thehalton.ca

Bizmonk

Build Systems

Scheduling

AI Conversations

Lead Profiles

Buying Signals

Integrate Tools

Zapier

Google

Microsoft

AI Monk

Slack

20+

Native integrations

Unified inbox

Tools to juggle

24/7

AI working for you

Trusted by teams who outgrow spreadsheets

Hundreds of five-star reviews, fast support, and a product that keeps getting better.

"Very easy to use and works perfectly. And their customer service is top notch!"

L'Occitane En Provence

"This is my 2nd season of using this app and I love it! It saved me soooo much time."

Farm to Glass Tours

See it in action

Pipelines, inbox, and campaigns in one workspace

"Stop searching - you found it. Best app I have seen in the app store for a long time."

FieldPrint Oregon

"After using three booking apps over three years, we've found our long term solution with Easy Appointments. It's as if they've taken a thousand businesses' wish lists and turned it into an app."

Tantalus Winery

Life Preservers First Aid Inc.

This CRM has transformed how we manage our customer relationships. The automation features save us hours every week, and the pipeline view gives us complete visibility into our sales process.

December 16, 2024

Love, Georgie

We've tried multiple CRM solutions, but this one just works. The interface is intuitive, the support team is responsive, and it integrates seamlessly with our existing tools.

Little Black Dress

The best investment we've made for our sales team. Tracking leads, managing follow-ups, and closing deals has never been easier. Our conversion rate has improved significantly since switching.

January 6, 2025

Why Workmonk

Built for people who sell

Everything you need to close more deals — nothing you don't.

Live demo

Sales driven
Organize and track every lead by engagement — engaged, interested, or quiet.
AI-powered
Smart suggestions on who to call next. Prioritize the opportunities that actually convert.
Proven results
Email, reminders, and timelines in one place — stronger relationships with less busywork.

Automations

If X happend, do Y

Build linear workflows: when something happens, Workmonk takes the next step - no maze of nodes, just clear cause and effect.

Lead visits pricing → notify sales
Deal signed → send invoice
Inactive 7 days → follow-up email

I start my day with workmonk.

Workmonk keeps my pipeline tidy, reminds me of the right follow-ups, and gives me clarity for the day. It is simple, fast and helps me focus on what actually moves deals forward.