All-in-One Business OS for Field Industries

Manage Leads,
Projects & Teams. Together.

WorkFlow Pro unifies your CRM, project pipeline, staff attendance, and quotation — purpose-built for Engineering, CCTV, Fire Protection, Solar & construction businesses.

1,200+
Active Companies
50K+
Projects Managed
98%
Customer Satisfaction
WorkFlow Pro — Dashboard
1285
Total Customers
+11% ↑
₹5.4L
Revenue This Month
+18% ↑
142
Active Deals
+7% ↑
89%
Satisfaction
+3% ↑
Fresh Lead
Raj Solar Co.
Solar
₹6,00,000
TechFire Ltd
Fire Protection
₹85,000
Site Survey
Nexus CCTV
Security
₹2,40,000
High
Won
BuildRight Eng.
Engineering
₹12,00,000
Won
Sharma Infra
Construction
₹4,50,000
Won
Projects On Track
13 / 13
0 Delayed Today
Staff Present
24 / 28
4 Absent

Trusted across industries

Engineering Firms
CCTV & Security
Solar Energy
Fire Protection
HVAC Systems
Construction
MEP Contractors
Engineering Firms
CCTV & Security
Solar Energy
Fire Protection
HVAC Systems
Construction
MEP Contractors

One Platform. Every Workflow.

From capturing a lead to delivering the project — manage it all without switching tools.

CRM & Lead Management

Capture leads, move them through pipeline stages — Fresh Lead → Contacted → Site Survey → Quote → Won. Kanban or list view, your choice.

Kanban Board Lead Scoring Follow-up Alerts Document Upload

Project Management

Track projects across stages — Drawing → Material → Production → Dispatch → Delivery. Visual Gantt charts give your team full timeline clarity.

Gantt Chart Kanban View Folder View Milestone Tracking

Quotation Management

Generate professional quotations directly from leads. Track versions, send to clients, and convert winning quotes into projects automatically.

Quote Builder PDF Export Version History Auto Convert

Staff Management

Maintain staff profiles, mark daily attendance in bulk, and track who's present or absent. Full attendance history with downloadable reports.

Bulk Attendance Staff Profiles Absence Tracking Reports

Role & Permission System

Create custom roles — Company Admin, HR, Employee — and precisely control what each user can view, edit, delete, or approve.

Custom Roles Module Permissions Feature-level Access

Analytics Dashboard

Real-time metrics on total customers, monthly revenue, active deals, satisfaction scores, and activity calendar — everything at a glance.

Sales Pipeline Activity Calendar Revenue Charts Storage Monitor

From Lead to Delivery in 4 Steps

Your entire business cycle, structured and automated.

1

Capture Lead

Log new enquiries instantly via form or manual entry. Add contact info, project category, source, and estimated value.

2

Survey & Quote

Schedule site visits, upload survey data, and generate professional quotations right inside the platform.

3

Run the Project

Convert won leads to projects. Track drawing → production → dispatch on Kanban or Gantt. Assign staff and deadlines.

4

Deliver & Close

Mark delivery complete, collect client summary sign-off, and archive everything for future reference.

Purpose-Built for Field & Technical Businesses

WorkFlow Pro is designed around the real workflows of businesses that do drawing, site survey, production, and installation.

Engineering & MEP

Track complex projects across drawing, BOM, production, and delivery phases. Manage multiple engineers and sub-teams.

Drawing stage tracking
Material procurement status
Gantt timeline view

CCTV & Security

Manage client site surveys, camera layout drawings, installation teams, and warranty tracking in one place.

Site survey module
Installation project tracking
Client document storage

Fire Protection

Handle AMC contracts, compliance documentation, alarm system installations, and annual service schedules effortlessly.

AMC & service contracts
Compliance document upload
Team scheduling

Solar Energy

From rooftop survey to panel installation and commissioning — track every milestone, government approvals, and subsidies.

Survey to installation pipeline
Quotation with subsidy calc
Gantt commissioning tracker

HVAC & Plumbing

Manage duct design, equipment procurement, subcontractor coordination, and post-installation service tickets smoothly.

Design to delivery stages
Material order tracking
Staff work allocation

Construction & Interior

Coordinate architects, contractors, and vendors. Track BOQ, site progress, punch lists, and handover in one dashboard.

BOQ & quotation builder
Multi-team coordination
Progress photo uploads

Powerful Views for Every Workflow

Switch between Gantt, Kanban, and list — the data stays the same, the view adapts to you.

Gantt Chart — See Your Entire Project Timeline

Visualize every project's start and end date on a shared timeline. Instantly spot overlaps, delays, and team bandwidth at a glance.

Drag-and-drop timeline adjustment
Color-coded by project status
Linked to lead and quotation records
"Missing start date" alerts for incomplete projects
Get Started
Project Gantt View
PROJECT
Mar Apr May Jun Jul
Raj Solar Co.
25 Mar – 15 May
TechFire Install
01 Apr – 13 May
Nexus CCTV
25 Mar – 28 May
BuildRight Eng.
01 Apr – 30 Jun
Sharma HVAC
25 Mar – 10 May
Omega Infra
01 Apr – 30 Jul
Test Project
Missing start date or deadline.

Lead Kanban — Pipeline at a Glance

Visualize every lead's journey from first contact to closed deal. Drag cards across stages or click in to see full details.

5-stage pipeline: Fresh Lead → Won
Priority badges (High / Medium / Low)
Assigned-to avatars on each card
Total, Won, and Projects counters
Start Free Trial
Lead Management — Kanban
🔵 Fresh Lead 2
Dipak
New Construction
₹60,000
Niranjan
New Construction
₹50,000
🟡 Site Survey 2
Kasimir Vance
New Construction
₹8.00
Jignesh
New Construction
₹50,000
High
🟣 Quote 0
No leads here
🟢 Won 16
Nitesh
New Construction
₹2,000
Ram Pal
New Construction
₹600
High
Raj Pal
New Construction
₹6,00,000

Project Kanban — Track Every Stage

From Drawing to Delivery — your project board gives every team member clarity on what's happening right now.

5 stages: Drawing → Material → Production → Ready → Delivery
% completion and deadline on each card
On Track / Delayed status badges
Linked to lead, client, and project ID
Start Free Trial
Project Management — Kanban
🔵 Drawing 5
Blossom George
PRJ-2026-0016
10% • Due 11 Apr
On Track
Britanney Mason
PRJ-2026-0003
10% • Due 28 May
On Track
🟠 Material 1
Test User
PRJ-2026-0002
25% • Due 01 May
On Track
🟢 Delivery 2
Orlando Dickson
PRJ-2026-0013
80% complete
Giacomo Jimenez
PRJ-2026-0005
80% complete

Lead Detail — Everything About a Client

Click any lead to see full contact info, lead details, stage history, uploaded documents, quotations, surveys, and activity log.

Tabs: Overview, Survey, Quotation, Summary, Documents
Activity log with timestamps
Stage badge and priority display
Comments and internal notes
Try It Free
Lead Details: Dipak
Fresh Lead Stage 1
Overview Survey Quotation Summary Documents Activity
Contact Information
Mobile: 9689566334
Address: N/A
Lead Details
Category: New Construction
Value: ₹60,000
Priority: Low
Follow Up: Apr 06, 2026
1,200+
Businesses Using WorkFlow Pro
50K+
Projects Tracked to Date
₹200Cr+
Revenue Managed by Clients
98%
Customer Satisfaction Score

Loved by Field Business Owners

Real feedback from engineers, CCTV installers, solar companies, and fire protection teams using WorkFlow Pro daily.

★★★★★

"The Gantt chart alone saved us from 3 project overlaps last month. We can finally see all 13 projects on one screen."

RK
Rajesh Kumar
Owner, RK Engineering Pvt. Ltd.
Engineering
★★★★★

"Before WorkFlow Pro, we were tracking leads in Excel and WhatsApp. Now my entire sales pipeline is visual and my team is accountable."

PS
Priya Sharma
Director, SecureEye CCTV Solutions
CCTV & Security
★★★★★

"We've converted 11 out of 13 leads this quarter — the site survey to quote flow is seamless. Our close rate went from 40% to 85%."

AM
Arjun Mehta
CEO, SunRise Solar Systems
Solar Energy
★★★★★

"Staff attendance used to be a nightmare. Bulk attendance in one click, and I get absent alerts every morning. Simple and powerful."

MP
Mahesh Patil
Operations Head, FireGuard Systems
Fire Protection
★★★★★

"The role permission system is excellent. My sales team only sees what they need. Accounts see quotations. Nothing leaks. Perfect control."

ST
Suresh Tiwari
Managing Director, Tiwari HVAC Ltd.
HVAC Systems
★★★★★

"We handle 30+ active construction projects. The kanban board gives every site manager clarity on their stage without any meetings."

VN
Vinay Naik
Partner, Naik Construction Group
Construction
★★★★★

"The Gantt chart alone saved us from 3 project overlaps last month. We can finally see all 13 projects on one screen."

RK
Rajesh Kumar
Owner, RK Engineering Pvt. Ltd.
Engineering
★★★★★

"Before WorkFlow Pro, we were tracking leads in Excel and WhatsApp. Now my entire sales pipeline is visual and my team is accountable."

PS
Priya Sharma
Director, SecureEye CCTV Solutions
CCTV & Security
★★★★★

"We've converted 11 out of 13 leads this quarter — the site survey to quote flow is seamless. Our close rate went from 40% to 85%."

AM
Arjun Mehta
CEO, SunRise Solar Systems
Solar Energy
★★★★★

"Staff attendance used to be a nightmare. Bulk attendance in one click, and I get absent alerts every morning. Simple and powerful."

MP
Mahesh Patil
Operations Head, FireGuard Systems
Fire Protection

Ready to Streamline Your Business?

Join 1,200+ field businesses who closed more deals and delivered more projects using WorkFlow Pro.

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Get in Touch

Have questions? Want a live demo? Our team is ready to help you get started.

We're Here to Help

Whether you're a 3-person team or a 300-person enterprise, we'll make sure WorkFlow Pro is set up perfectly for your business.

Phone
+91 98765 43210
Office
Mumbai, Maharashtra – 400001
Support Hours
Mon–Sat: 9:00 AM – 7:00 PM IST

Send Us a Message