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From Lead to Loyalty: How Wurkzen’s CRM Builds Stronger Customer Relationships

In today’s hyper-competitive market, managing customer relationships goes far beyond just storing contact information. It’s about building trust, personalizing interactions, and delivering value at every stage. With Wurkzen’s CRM, businesses gain a powerful, AI-driven system that transforms leads into loyal customers—all from a single, intuitive platform. What is Wurkzen’s CRM? Wurkzen’s CRM is part of […]

AI-Powered Decision Making: Meet Business 360™

In today’s fast-paced business world, making the right decisions—quickly—can be the difference between stagnation and sustainable growth. That’s where Wurkzen’s Business 360™ comes in. More than just an analytics tool, Business 360™ is your always-on virtual strategy assistant, delivering actionable insights, real-time visibility, and AI-powered recommendations to guide your next move. Whether you’re managing a […]

Get Paid Faster: Automate Your Quotes & Invoices with Wurkzen

In today’s fast-paced business environment, the speed and accuracy of your invoicing process can make or break your cash flow. Delayed quotes, missed follow-ups, and billing errors don’t just hurt your revenue—they hurt your reputation. That’s why Wurkzen’s quoting and invoicing tools are built to streamline your financial workflows and help you get paid faster, […]

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Dashboards & Reports

Get insights into your entire sales teams performance

Sales Pipelines​

Manage your opportunities better and close more won deals

Quotes & Invoices

Send quotes, invoices and accept payments online

Project & Task Management

Turn closed deals & sales into projects and protect profits

AI CRM

Manage customers with a CRM you can customize

Email & Calendar Sync

Sync your email & calendar and get advanced AI insights

Sales Phone

Track every customer call and get advanced AI transcripts

Advanced AI

Get advanced AI-powered business & sales insights

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Dashboards & Reports

Track Sales Team Performance

Sales 360 lets you see what your team is up to, from phone calls, to opportunities to quotes and invoices. Stay on top of your sales ad revenue performance and never fly blind again

  • View Team Activity
  • Instant KPI Visibility
  • Sales & Pipeline Forecasts
  • Track Activity by Salesperson
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Sales Pipelines

Better Opportunity Management

Wurkzen Sales 360 features intelligent pipelines that let you track every opportunity and activity. With Advantage View, managers get a high-level perspective across all pipelines—making it easier to identify bottlenecks, prioritize deals the deals most likely to close.

  • Easy Pipeline Management
  • Advantage View for Managers
  • Sales & Pipeline Forecasts
  • Advanced AI Deal Sentiment
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Quotes & Invoices

Send Quotes & Invoices Online

Wurkzen makes it easy to send quotes and invoices to your customers with built-in tracking so you can see how many times your customer has viewed your quote and built-in payment links so you can get paid faster. Supercharge your revenue performance today.

  • Built-in View Tracker
  • Online Payment Links
  • Quote Accept/Reject Capability
  • Advanced Reporting Available
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Project Management

Turn Closed Sales into Projects

With Wurkzen, you can instantly turn closed deals into projects with advanced budgeting tied to the original sale. Track costs and timelines to stay profitable during execution, deliver on promises, and give your customers a smoother, more professional experience.

  • Project Management
  • Secure Cloud File Storage
  • Task & Collaboration Management
  • Advanced Project Budgeting
  • Purchase Orders & Expense Tracking
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Next-Gen AI CRM

A CRM Focused on Revenue

Wurkzen’s AI-powered Revenue Performance CRM is built to maximize your revenue—not just manage relationships. Track every opportunity, customer, and sale. From pipeline value to customer lifetime value our CRM is optimized by AI to help you close more deals, boost profitability, and focus on what drives your bottom line.

  • View Customer Opportunities & Sales
  • Customizable CRM Fields
  • Manage Valuable Customer Insights
  • Create & Send Electronic Forms
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Email & Calendar

Supercharge Your Emails

Connect your business email to Wurkzen and unlock AI-powered tools that supercharge your outreach. Write smarter, faster emails, launch campaigns that reach multiple CRM contacts at once, and boost conversions with personalized messaging—all backed by intelligent automation.

 
  • Write The Perfect Email with AI
  • Email Sentiment Analysis
  • Transcribe Emails into CRM Notes
  • Get Advanced AI Insights
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Sales Phone

Be In Control of Phones

With Wurkzen, each salesperson gets an assigned business phone line tied to their account—not their personal number. If they leave, you can reassign the line to a new rep instantly. All calls, voicemails, and missed interactions are automatically logged in Wurkzen, so you never lose track of conversations or team performance.

  • Call from Wurkzen iOS/Android App
  • Transcribe Calls into Notes with AI
  • Add Notes to CRM Automatically
  • Get Sentiment Analysis
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Advanced AI

Where AI Powers Every Workflow

Wurkzen Sales 360 is powered by advanced AI tools like Business 360™ and Deal Compass™, giving you instant insights into every aspect of your business—from sales performance and deal status to employee productivity. Deal Compass™increases the value of an order with a single click. It’s AI that drives smarter decisions, higher revenue, and stronger results.

  • Instant AI Sales Insights
  • Prioritize Your Day with AI
  • Increase Average Order Value
  • Get Customer History and Insights
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Business 360™

Deal Compass™