Workpex
by Workpex
Cloud lead management with auto-assignment, follow-ups, and GPS tracking
Overview
Workpex is a lead management software for sales teams that need to capture, distribute, and follow up on high-volume inbound leads from web, calls, and field reps. The cloud platform automates round-robin lead assignment based on availability, shift, geography, and product expertise, then prompts agents with timely follow-up reminders. A mobile app with GPS tracking syncs activity from field sales, and configurable dashboards track conversion across banking, healthcare, consulting, call center, retail, and B2B verticals.
Key Features
5 capabilities across the Lead Management workflow.
Round-Robin Lead Assignment
Auto-distributes leads using availability, shift, geography, and expertise rules.
Follow-Up Reminders
Timely prompts for callbacks and deadlines reduce missed opportunities.
Drag-and-Drop Status Updates
Move leads through stages with one click or drag for instant pipeline visibility.
Mobile App with GPS
Field reps log activity and meetings with location tracking synced to desktop.
Vertical Templates
Pre-configured workflows for banking, healthcare, retail, and call-center teams.
Pricing Plans
All prices in INR. Contact vendor for enterprise & annual discounts.
Annual
per user · billed annually
- Lead tracking
- Follow-ups
- Mobile app