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The Ultimate Guide to Managing Projects and Sales with Wurkzen

If you’re running a growing business, you’re likely juggling two mission-critical areas: sales and project delivery. Yet for most companies, those two systems live in separate platforms—creating friction, lost context, and costly delays. Wurkzen was built to solve that. As the only AI-powered platform that seamlessly connects project management with sales performance, Wurkzen empowers teams to sell smarter and deliver faster—without […]

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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

Task Management

Collaboration tools that supercharge your teamwork

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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Task Management

Supercharge Teamwork

Wurkzen’s task management keeps your sales team organized and working together. Create, assign, and track tasks with ease so everyone knows what to do and when to do it. With shared visibility, smart notifications, and seamless communication, collaboration happens naturally and nothing gets left behind.

  • Task & Collaboration Management
  • Secure Cloud File Storage
  • Notifications & Alerting
  • Built-in Tagging Functionality
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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™