Aprende a automatizar todo tu ciclo de ventas con Wurkzen

Por qué es importante automatizar tu ciclo de ventas

Los procesos manuales de ventas consumen mucho tiempo y son propensos a errores. Los equipos pequeños necesitan soluciones eficientes para maximizar la productividad y el crecimiento de los ingresos sin aumentar los gastos generales.

Wurkzen te permite automatizar todo el proceso de ventas, desde la captación y cualificación de clientes potenciales hasta el envío de facturas y el cobro de pagos, todo en una sola plataforma.

Pasos clave del ciclo de ventas automatizado

  1. Cualificación de clientes potenciales: Rainmaker™ filtra instantáneamente los clientes potenciales no cualificados y destaca a los compradores de alta intención.
  2. Gestión de oportunidades: Sales 360 organiza los clientes potenciales, sigue el progreso de los acuerdos y prioriza las próximas acciones con información de IA.
  3. Presupuestos y facturación: Genera presupuestos y facturas en unos pocos clics, reduciendo los retrasos y el trabajo administrativo.
  4. Pagos y seguimiento: Acepta pagos online y automatiza los mensajes de seguimiento para alimentar las relaciones.

Ventajas de automatizar con Wurkzen

  • Ahorra tiempo: Dedica menos tiempo a tareas manuales y más a cerrar tratos.
  • Aumenta la precisión: Reduce los errores en presupuestos, facturas e informes.
  • Aumenta tus ingresos: Unos ciclos de venta más rápidos significan que cobras antes.
  • Mejora la experiencia del cliente: Comunicaciones profesionales y puntuales en cada paso.

¿Preparado para automatizar tu proceso de ventas?

Descubre cómo Wurkzen puede ayudar a tu empresa a trabajar de forma más inteligente y crecer más rápido.

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Rainmaker™

Instant AI Lead Qualification

Sales360​

Advanced Lead & Sales Software

Instant Qualification

Know Who’s Ready to Buy, Right Now.

Rainmaker instantly qualifies leads the moment they come in, so you can follow up while interest is high. No delays, no guesswork, just real-time insight into who’s worth your team’s attention.

Qualification Questions

Prioritize the Right Deals. Every Time.

Not all leads are created equal. Rainmaker helps you ask the questions that matter most, in a natural conversation, so you can instantly separate serious buyers from time-wasters. Customize your questions for each funnel, and let AI surface the deals that are most likely to close.

Real-Time Notification

Act Fast. Close Faster.

Rainmaker alerts you the moment a lead is qualified, so you can follow up while the interest is hot. No waiting. No manual updates. Just instant visibility, exactly when it matters most.

Easy Deployment

Supports Every Funnel. Set Up in Minutes.

Rainmaker is built to fit your business, no matter how many pipelines you manage. Whether you have one funnel or ten, you can deploy AI qualification instantly, with questions tailored to each one. 

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

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.

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.

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.

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.

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.

 

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.

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.

Business 360™

Deal Compass™