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All Features
Lead Collection

Capture Every Lead, Automatically

Turn your website into a lead-generating machine. With our WordPress plugin, embeddable forms, and API integrations, every inquiry flows directly into your WorkZen CRM.

Lead Capture

Leads flow in automatically

yourwebsite.com/contact
Request a Quote
Name
Email
Phone
Service Needed
Waiting for submission...

From Website Visitor to Booked Job

Our lead collection tools capture visitor information and automatically create leads in your CRM. No manual data entry required.

1

Visitor Submits Form

A potential client fills out your contact form on your website

2

Instant Lead Creation

WorkZen automatically creates a new lead with all their details

3

You Get Notified

Receive instant alerts via push notification, email, or SMS

4

Follow Up & Close

Contact the lead, send an estimate, and book the job

WorkZen for WordPress

Official Plugin

One-click installation
Works with any theme
Customizable form fields
Matches your site styling
Download from WordPress.org

WordPress Plugin

Running WordPress? Our official plugin makes setup a breeze. Install it, connect your WorkZen account, and drop our lead capture form anywhere on your site using a simple shortcode or block.

  • Install in under 2 minutes
  • Compatible with Contact Form 7 & Gravity Forms
  • Gutenberg block for easy placement

Embed Anywhere with a Code Snippet

Not on WordPress? No problem. Copy and paste our lightweight JavaScript snippet into any website: Squarespace, Wix, custom HTML, or any platform that accepts custom code.

  • Works on any website platform
  • Lightweight, fast-loading script
  • Fully customizable appearance
your-embed-code.html

Demo snippet (yours will be in your dashboard)

Automated Workflow

From Lead to Payment

Watch how WorkZen handles it all

Lead Captured

Sarah Mitchell

AC not cooling properly

1/5

From Lead to Invoice, Seamlessly

Every captured lead flows into your pipeline where you can nurture them through to a booked job. Send estimates, schedule visits, complete work, and invoice, all from the same lead record.

  • Visual pipeline to track lead status
  • One-click conversion to jobs
  • Full history from first contact to payment

Frequently Asked Questions

Everything you need to know about lead capture

WorkZen offers multiple integration options: a WordPress plugin for one-click setup, an embeddable JavaScript snippet for any website, or API integration for custom solutions. Leads flow directly into your WorkZen dashboard in real-time.

Ready to Capture More Leads?

Join hundreds of service businesses using WorkZen to turn website visitors into paying clients.

No credit card required