WorkBase is business management software for UK businesses: CRM, lead pipeline, invoicing, payments, outreach, tasks, calendar and an AI assistant — all running on your real data in one account for £39.99 per month.
Each module writes to the same workspace, so a lead becomes a customer, an invoice and a payment without re-entering anything.
Customer profiles with notes, invoices and history in one record.
Track leads from New through Contacted, Qualified, Proposal and Won.
Line items, tax, status and outstanding balances per customer.
Record payments and see revenue and payment history as it lands.
Personalised campaigns to leads or customers, activated on your terms.
Priorities and due dates linked to the customer or lead they belong to.
Meetings and follow-ups tied to the people they're about.
Answers grounded in your own workspace data, not generic advice.
Most small businesses pay for several tools that don't talk to each other. WorkBase covers the same ground in one subscription.