Separate spreadsheets for leads and a different system for projects cost you oversight and create double work the moment a deal is won. In Wecooking you manage leads, companies and contacts in one place, and a deal moves through the stages you set up yourself. Win it, and the client appears as a project in one click, including every agreement from the sales process.
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Set up the stages a deal moves through yourself, from first conversation to signed agreement. No generic funnel that never quite fits.
Notes, follow-ups and reminders live with the deal itself, so a lead never goes quiet without anyone noticing.
Win the deal, and you turn it into a client with a project in one click. Everything agreed during the sales process comes along automatically.
The sales dashboard shows weighted revenue and win rate, so you can see how the pipeline is doing at a glance.
Every Wecooking feature is included in one plan. No separate modules, no extra subscriptions per feature: use Wecooking, and you have everything. See the pricing
Add leads, companies and contacts in one place.
Move deals through your own pipeline stages, with notes and follow-ups attached.
Send a quote and have it signed digitally.
Turn a won deal into a client with a project in one click.
This is for agencies, and for freelancers with multiple clients, who run sales conversations and want something to show for it once the deal is in. Not for anyone happy to track deals in a spreadsheet and keep the rest in their head. Every lead, company and contact lives in one place, in the stages you set up yourself. No generic funnel that never quite matches how you actually work.
The difference shows up the moment you win. At many agencies, everything discussed during the sales stage disappears once the project starts: the project lead begins with a blank slate and has to ask afterwards what was promised. With Wecooking, a won deal becomes a client with a project in one click, and the notes and follow-ups carry straight over into project management. The client doesn't have to explain again what was already agreed in the first conversation, and once the project is running, they follow along through the client portal. Why that handover is usually the weak point at agencies running separate systems is explained in Combining CRM and project management.
This CRM is simply part of your Wecooking subscription, no separate module to buy or a standalone CRM to keep paying for alongside your project tool. It replaces the spreadsheet of leads, the separate quoting tool where you have to upload a signature, and the generic CRM built for salespeople with quarterly targets, not for agencies who ultimately deliver every deal themselves. Once a deal is in and the project is running, you see the results reflected in the reporting too, so you have sales and delivery in view at a glance.
Yes. You decide which stages a deal moves through, from first contact to signed agreement, so the CRM fits how your agency works, or how you juggle multiple clients as a freelancer.
You turn it into a client with a project in one click. The notes and agreements from the sales process just come along, nothing to retype.
Yes, the client signs digitally straight from the quote itself. No printing, scanning or separate signing tool needed.
Also read: What is the best CRM for agencies?