By team · Sales and CRM

Close the deal, then watch it become a project and an invoice without retyping it.

Most CRMs stop at "Won". Yours is the moment the work starts, and that is exactly where the copy and paste begins. In WorkBOS a deal, the project that delivers it and the invoice that bills it are records in the same workspace, linked to each other.

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Free for up to 5 seats · no card required

What usually goes wrong

01

A won deal is re-keyed into a project tool, then again into an invoice, and something is always missed.

02

Follow-up depends on whoever remembers, and the pipeline slowly fills with deals nobody has touched.

03

The number in the CRM and the number in the accounts have never once matched.

What you get, by name

Every capability below is enforced on the server, not a demo screenshot. Anything that needs a paid plan says so on the card rather than leaving you to find out at checkout.

Leads, deals and pipeline
Stages, activity history and lead scoring, with companies, contacts and clients as first-class records rather than free text.
Proposals and contracts
Tracker records for what you sent and where it stands, plus e-signature requests with a hash-chained, tamper-evident trail.
Drip email sequences and message templates
Multi-step outreach with merge fields that refuse to send rather than mailing somebody "Dear {{client}}".
Quotes that become invoices
Build an estimate with the same line items, discount and tax mechanics as an invoice, send a secure link the client can accept or decline online, then convert it.
Reports and saved viewsPro and up
Scheduled delivery of the views you actually run, rather than a screenshot pasted into a chat.
Approve-first AI agents
An approve-first AI Chief of Staff that proposes the work and waits for a person to say yes. Every action it takes runs through the same permission checks a human would hit, is recorded against the person who approved it, and can be rolled back in one click. The full append-only audit log you can read back and export is an Enterprise capability.

Your first week

  1. 1

    Import contacts and open deals by CSV and set your pipeline stages.

  2. 2

    Build one proposal and one sequence, using merge fields so nothing goes out half filled.

  3. 3

    Let a Revenue agent draft follow-ups and pipeline hygiene for you to approve.

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What you are probably weighing this against

Each comparison opens by saying where the other product is the better choice, because that is the half of a comparison worth reading.

WorkBOS vs HubSpotWorkBOS vs SalesforceWorkBOS vs ZohoWorkBOS vs GoHighLevelWorkBOS vs Monday.comThe full matrix

Questions sales teams ask

Are proposals and contracts generated documents?

They are tracker records: what you sent, to whom, what stage it is at. Estimates ARE generated and shareable, with a public link a client can accept or decline, and e-signature requests carry a tamper-evident trail. If you need a full document generator, that is worth raising before you buy.

Does a won deal create the project?

Deals, projects and invoices are linked records in the same workspace, so the handover is a link rather than a re-entry, and an agent can be asked to draft the delivery plan for approval.

Can I email from inside WorkBOS?

Sequences and message templates are built in, with merge fields that refuse to send rather than mailing somebody a half-filled greeting. Sending business email from WorkBOS itself is NOT available yet, so plan on your existing mail provider for delivery and raise it on the call if that changes the shape of what you need.

Set it up the way sales teams actually work.

Start free for up to five seats, or let the Business Architect lay out the whole workspace from a short conversation and show you the blueprint before anything is created.

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Also worth a look: Operations and PMO, Marketing agencies, Client services