Lead Management / CRM

Win more of the right projects. A pipeline built for design firms — track every inquiry from first hello to signed contract, see exactly which deals are healthy or stalling, and let Walter summarize each lead and flag risk before it costs you the project. When a lead says yes, Workroom drafts the contract from your template, fills in their details, adds them as a signer, and hands it to you to review and send. Won deals convert to full projects in one click, with nothing re-typed.