Quick Add in Workpex is perfect for fast-paced teams. Instead of filling out long, complex forms, your team can use Quick Add to input only the essential lead details like name, phone number, email, and source. It’s ideal for on-the-go environments such as trade shows, outbound calling, or direct prospecting. All data syncs in real time, making Workpex a powerful sales and lead management tool that supports mobility and speed without sacrificing structure.
Quick Add integrates with our cloud-based lead management software, ensuring every submission flows into all your devices automatically. Whether you’re running a lean startup or a scaling sales team, this feature supports high lead volume and faster response times while keeping your data organised.
Capture only essential fields like name, contact, and lead source.
Ideal for field agents, call centers, and live event teams.
Auto-syncs with CRM and automation systems for immediate follow-up.
Built to handle high lead volumes without slowing down the team.
Workpex’s standard Add Form now gives you total control. You can customise it for different teams, campaigns, or lead sources by adding, removing, or reordering fields.
This helps eliminate unnecessary data entry, speeds up the process, and ensures consistency in your lead database. Whether you need forms for enterprise outreach or local campaigns, this upgrade helps structure your process with precision—just like a true sales pipeline management software solution should.
This feature not only boosts productivity but also reduces onboarding time for your sales team, improves lead segmentation, and aligns form structures with internal processes. It's a key reason why Workpex ranks among the best lead management tools used by high-performing sales operations today.
Choose form templates based on business type or sales campaign.
Remove unused fields to streamline your team's input process.
Match form layouts with your internal lead qualification workflow.
Improve accuracy and consistency in lead data collection.
Workpex’s custom forms don’t just improve lead entry—they make your entire lead tracking process smarter. By assigning fields based on the source of the lead (e.g., paid ads, referrals, webinars), your team can segment and analyse where high-quality leads are coming from. This enables better decisions about where to invest marketing resources and enhances the power of your lead management and tracking software.
You can view performance insights directly tied to form templates and adjust your strategies accordingly. Whether your leads are inbound, outbound, or event-generated, tracking and optimisation becomes simple. This level of control turns Workpex into a full-featured sales automation software and lead management solution for teams focused on results.
Track lead performance by campaign, platform, or acquisition method.
Analyse form-specific data to identify high-converting lead sources.
Prioritise leads based on tracked source value and engagement.
Improve marketing ROI with actionable insights from lead data.
