CRM with activities & follow-ups

Highlights

What the workYoo CRM is about

Lead status

From lead to prospect to existing customer — configurable for your team.

Activity timeline

Tasks, minutes, time entries, files and notes in chronological order.

Follow-ups

Set a date and a note; overdue ones are marked red.

Custom fields

Seven field types for customers and contacts — without a line of code.

Everything connected

Projects, tasks, minutes, wiki pages and documents on the customer.

Found fast

The sidebar search and global search (⌘K) cover custom fields too.

Timeline

What happened with this customer?

The activity timeline shows everything in chronological order: tasks, minutes, time entries, files and notes. Filter by type, write notes right into the timeline and load older entries on demand.

Tasks, minutes, time entries, files, notes
Filter by activity type
Add notes right in the timeline
Fast even with many entries

Timeline “Nordlicht Studio”

Minutes: annual review
Task done: quote sent
2.5 h booked: concept
File: framework agreement.pdf

Follow-ups

Notes and follow-ups that don’t get lost

Capture important info as a note and set a follow-up with a date and a reminder note. Overdue follow-ups are marked red — in the customer sidebar and in the dashboard widget.

Edit and delete notes
Follow-up with date and note
Overdue ones marked red
Dashboard widget for all open follow-ups

team.workyoo.com/dashboard

Links

Everything about a customer in one place

Customers are linked to projects, tasks, minutes, wiki pages, documents and files. Attach contracts from document management straight to the customer — without jumping between tools.

Projects and tasks per customer
Meeting minutes on the customer
Link wiki pages and documents
Live task progress per customer

team.workyoo.com/customers

Customisation

Custom fields — as flexible as your business

Create custom fields for customers and address-book contacts, group them into sections and fill them in right in the customer dialog. Values save automatically and can be found with global search.

For customers and address-book contacts
Organised in sections
Saved automatically
Searchable via ⌘K

7 field types

Text and rich text
Number
Date
Single and multiple choice
Checkbox

Before · after

From spreadsheet CRM to customers with context

Without workYoo

Customer list in a spreadsheet, tasks in a project tool
“When did we last talk?”
Follow-ups in your head or on sticky notes
Contracts somewhere on a drive

With workYoo

Customer, tasks and time in one place
Timeline with every activity
Follow-ups on the dashboard, overdue in red
Contracts as linked documents

FAQ

Frequently asked questions

Is the CRM included in the base price?

Yes. Customers, contacts, lead status, timeline, follow-ups and custom fields are part of the core features — two members are free.

Can I adjust the lead stages?

Yes, the lead status is configurable for your team — from first contact to existing customer.

Which types are available for custom fields?

Text, rich text, number, date, single and multiple choice, and checkbox — for customers and address-book contacts.

How am I reminded of follow-ups?

Due and overdue follow-ups appear in the dashboard widget and with a coloured badge in the customer sidebar.

Can I bill time per customer?

Time entries belong to tasks with a customer. The customer overview shows unbilled time, billing runs through time tracking.

Works great with

Customers & contacts Documents Time tracking Tasks Wiki

Ready for the Yoo!?

Try the CRM free with your team.

Start free See pricing