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A Simple CRM for small businesses

Loved by Solo Entrepreneurs, Sales agents & Small businesses

Free 1 month trialNo credit card needed
Customer 1Customer 2Customer 3
Trusted by 300+ small businesses worldwide

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

No more spreadsheets, sticky notes, or a shoebox of business cards. Everything in one place.

Workmonk
Lead Management
Smart Automations
AI Suggestions
Deal Tracking
Email Campaigns
Forms
Appointment Booking

The Relationship Journey

Y
John

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
LinkedIn
John
John Marshall
Just joined
John

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
John Marshall
Note on John
Interested in the Pro plan.
Wants a quick demo next week.
Came in via Sara's referral.
brief.pdf
John

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
John Marshall
John

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
John Marshall
is in this group
John

You send email to 200 contacts.

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

Spring outreach
To
John
AK
RS
MP
LT
DN
+ 95 more
SubjectQuick idea for {{company}}
100 sent41% opened12 replied
Sent
John

John writes back.

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

John
This looks great. Can we set up 30 minutes Thursday to walk through it?
you're typing...
John

You book the meeting.

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

M
T
W
T
F
S
S
11
12
13
14
15
16
17
Thu14
Demo with
John
John Marshall
10:30 - 11:00 · Google Meet
John

The follow-up sends itself.

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

To:
John
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 for 1 month, upgrade when you're ready. Simple pricing, no surprises.

Trial

Experience the full power for free

$0/ for 1 month
  • Full platform access
  • 500 contacts
  • Email connection
  • Basic automations
  • Community support
Start free trial
Most popular

Pro

For small businesses ready to grow

$50/ per month
  • Unlimited contacts
  • Advanced automation
  • WhatsApp integration
  • Campaigns
  • Calendar sync
  • Priority support
Start growing

Enterprise

For businesses that need more, on their terms

Custom/ pricing
  • Unlimited everything
  • Custom integrations
  • Advanced analytics
  • Dedicated account manager
  • SLA guarantee
  • API access
Contact sales
Capture Leads
Facebook Ads
Google Ads
Landing Pages
Websites
Forms
Manage Relationships
Contacts
Pipeline
Notes
Tasks
Follow-ups
Workmonk meditating monk mascot
Workmonk logo
Build Systems
Scheduling
AI Conversations
Lead Profiles
Buying Signals
Integrate Tools
Zapier
Google
Microsoft
AI Monk
Slack
20+
Native integrations
1
Unified inbox
0
Tools to juggle
24/7
AI working for you

Loved by solo entrepreneurs and small businesses

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

"Very easy to use and works perfectly. No bloat, no setup headaches - just what a small business needs."

Riverside Bookkeeping

"As a solo agent I don't have time to fight with software. Workmonk just gets out of my way and lets me sell."

Maple Realty Group

See it in action

Pipelines, inbox, and campaigns in one workspace

"I'd never used a CRM before - just a notebook and my memory. Workmonk was simple enough that I actually stuck with it."

Bright Path Coaching

"We went from sticky notes on a monitor to an actual system in one afternoon. Wish we'd done this years ago."

Northside Design Studio

RB

Riverside Bookkeeping

This CRM has transformed how I manage client relationships as a solo owner. The automation features save me hours every week, and the pipeline view gives me complete visibility without any extra setup.

December 16, 2025
MR

Maple Realty Group

Before this, every client lived in my email inbox and a shoebox of business cards. Workmonk is the first system I've actually kept using - it's intuitive, support is responsive, and it fits right into how I already work.

BP

Bright Path Coaching

The best investment I've made as a solo entrepreneur. Tracking leads, managing follow-ups, and closing deals has never been easier - and I never forget to follow up anymore.

January 6, 2026

Why Workmonk

Built for solo entrepreneurs and small teams

Everything you need to close more deals and keep your small team in sync - nothing you don't.

Workmonk CRM dashboard preview
Live demo
  • Simple, no bloat

    Organize and track every lead by engagement - engaged, interested, or quiet. Nothing to configure, nothing you'll never use.

  • 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 happens, 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.

Customer portrait

Shila Sharma

Owner, Approval+ Automotive

Toronto, Canada

Seamless connections

Plug in the tools you already use - email, chat, payments, and automation - without switching tabs all day.

  • Slack

    Slack

    Notifications and team updates

  • Gmail

    Gmail

    Email sync and tracking

  • Zoom

    Zoom

    Meetings and recordings

  • Stripe

    Stripe

    Payments and billing

  • HubSpot

    HubSpot

    Marketing and analytics

  • Zapier

    Zapier

    Connect 3,000+ apps

Workmonk app on desktop and mobile