Leads come from six apps, two inboxes and a phone that rings while you are driving. WorkTime CRM pulls them into one pipeline: each lead becomes a client card with the contact, the job and where it came from, and the conversation continues from that card.
First month free with a card on file · then $99/mo per company · cancel anytime
Settings → Lead Sources has a card for each platform with the exact steps. Most take a few minutes; none need a developer.
A new lead shows up on the pipeline as a client card, tagged with its source, and you get a notification. The same person coming twice is recognised as a duplicate.
Texts, emails, Thumbtack chat, Google messages and calls with a customer are one conversation on the card. Pick the channel under "Write via" and reply.
Because every client carries a source, you can see where booked work actually comes from — and what to stop paying for.
6:42 PM
6:42 PM · sent automatically
Not a stock picture — the screen you get after signing up, with sample data.
Northwest Remodel LLCDrag a card to the next stage — or let a booked visit move it for you. An estimate the client hasn’t answered gets a follow-up email on its own, and you see the moment they open it.
| Source | How it connects | What you can do from the CRM |
|---|---|---|
| Thumbtack | Direct connection through Thumbtack's official API, about five minutes | Full lead with phone; automatic first reply; two-way chat |
| Google Local Services Ads | Sign in with the Google account that runs your LSA | New leads become clients within about 10 minutes; reply to message leads |
| Google Ads lead forms | Paste a webhook address and key into the lead form | Lead arrives as a client card |
| Facebook and Instagram Lead Ads | Connect your Facebook Page | Lead arrives as a client card |
| Angi | Enter your SPID; the CRM writes the email to send to Angi | Lead arrives as a client card |
| Yelp | WorkTime is an official Yelp advertising partner. Apply in Settings → Lead Sources → the Yelp card: contractors who run their Yelp Ads through WorkTime get their leads through Yelp's official Leads API | Lead arrives as a client card |
| Nextdoor, Bark, Networx | Through each platform's official Zapier app (a Zapier account is needed) | Lead arrives as a client card |
| Email notifications | Connect Gmail or Outlook; the CRM reads lead emails from 11 platforms, including Home Depot Pro Referral | Lead arrives as a client card |
| Your website | A ready-made widget, an online booking page, or your own form | Lead arrives as a client card |
| Phone calls | Connect your business phone number in Settings | AI assistant answers when you cannot and saves the lead |
No lead sitting unread in an app you forgot to open. For a one-off, paste a screenshot or the message text and the AI fills the client card.
The AI phone assistant picks up when you cannot, asks about the job and saves the caller as a lead.
The same card carries the visit, the estimate the customer signs online, the invoice and the payment.
Every source and every team member is included in the one plan — no per-integration add-ons.
Thumbtack, Google Local Services Ads, Google Ads lead forms, Facebook and Instagram Lead Ads and Angi connect directly. WorkTime is an official Yelp advertising partner: for contractors who run Yelp Ads through us, leads come through Yelp's official Leads API. Nextdoor, Bark and Networx connect through their official Zapier apps. Anything that sends you an email notification can be picked up through Gmail or Outlook.
By text, email and phone — always. In the platform's own chat — for Thumbtack and for Google Local Services message leads. For the other platforms the lead arrives with the contact details and you reply by phone, text or email.
Thumbtack, Facebook, Angi and website leads arrive as they happen. Google Local Services leads are picked up within about ten minutes, or at once with "Check for new leads now".
Only for Nextdoor, Bark and Networx, where the platform's official route for outside software is its Zapier app. Everything else, Yelp included, connects without it.
One plan: first month free with a card on file, then $99 a month per company, team members included. The platforms' own advertising and lead fees are separate and paid to them.
Import them from a CSV file or from another CRM's export. See the migration pages for step-by-step export instructions.
Built by a working contractor near Seattle. First month free, then $99 a month for the whole company.