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CRMWorks
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The relationship factory, powered by Conversated.
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Every contact, every deal, every conversation in one record you own — sitting next to your content, your bookings and your campaigns instead of in someone else's tool.
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$0 per seat. However many seats you need.
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The Levers
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Four ways CRMWorks compounds what you already know
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Most CRMs make you pay to put your own data somewhere. This one comes with the site.
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One record per person
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Contacts resolve across web forms, live chat, bookings, onboarding and CSV imports by matching email and phone exactly — never a fuzzy guess. The same person stops being five rows in five tools.
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A pipeline you can see
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Opportunities move through stages you name and reorder yourself, on a board with weighted forecast, win rate and time-in-stage computed in the database rather than guessed at in a spreadsheet.
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Deals that become work
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Winning an opportunity generates its contract automatically. No re-keying, no gap between the sale and the work that follows it.
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Automation that watches your fields
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FlowWorks can watch any field on a contact, opportunity, contract or company — your own custom fields included — and act the moment it changes.
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Your CRM bills you for having a team
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The CRM Tax
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Per-seat pricing means every new hire is a new invoice. The tool that is supposed to help you grow charges you more the moment you do — so seats get rationed, and the people who most need the context are the ones locked out of it.
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Meanwhile the data you put in is the thing holding you there. Your contacts live in a system that has never seen your website, your bookings, or the conversation someone had with you last week.
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Own your contacts, and your seat count
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The CRMWorks Solution
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CRMWorks is included with every Conversated site. Unlimited seats, unlimited contacts, and no CRM tier to graduate into once you get somewhere.
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Your contacts live in your own site's database — next to the pages they read, the bookings they made and the campaigns they were sent. One record, one history, no sync to babysit.
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Included with Every Site
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A CRM that ships with the platform, not beside it
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Every capability is built on top of the core Conversated platform.
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Contacts and companies
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Every person and organization in one place, with identifiers, tags, custom fields, consent and a full timeline of what they did and when.
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Opportunities and pipeline
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A board view with stages you control, weighted forecast, win rate, time-in-stage and revenue-by-stage charts.
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Contracts
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Won deals generate a contract automatically, so the work has a home from the moment the deal closes.
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Identity resolution and merge
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Deterministic deduplication on email and phone. Merges are reversible — unmerge restores the entire record as it was.
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Custom fields and object labels
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Add the fields your business actually runs on, and rename opportunities to whatever you call them, without touching the schema or breaking automations.
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Import, export and GDPR
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CSV import with per-object templates, full export, and a forget request that scrubs a person across every site under your account.
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Your agent runs it
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The concierge can search, create and update records through the same tools your team uses. Destructive actions need a confirmation, and consent is never something an agent can write.
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The Math
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What's your CRM tax costing you?
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Based on mid-tier CRM pricing of $100 per seat per month, billed annually.
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$6K
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A year of seats for a team of five.
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$14.4K
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A year of seats for a team of twelve.
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$36K+
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A year of seats at thirty and up.
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CRMWorks runs on Conversated
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Built on a Powerful Foundation
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Every contact, company, opportunity and contract sits on the core Conversated platform — the same intelligence that powers your site, your content and your campaigns. Talk to us, or explore the platform underneath.
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Get in touch Explore the platform
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