From Discovery Call to First Payment in One Platform

Imagine selling a service without ever switching tabs.

You meet the client, capture their info, create the quote, assign the team, send the invoice—and get paid. All in one seamless flow.

But most businesses? They live in tool chaos:

  • Book the call on one platform

  • Take notes in another

  • Send the quote manually

  • Assign tasks in a separate tool

  • And hope the invoice isn’t forgotten

That’s not a system. That’s a scattered mess.

Wurkzen changes that.
It gives you a fully connected workflow—from first hello to final payment.


Your Entire Sales Journey, Connected

Here’s what it looks like when you use Wurkzen:

  1. A new lead books a call via your Sales360™ calendar

  2. Their data is automatically stored in Nexus CRM

  3. You log the notes, tag the opportunity, and create a tailored quote

  4. Upon approval, a Project is auto-generated with assigned tasks

  5. An invoice is sent and tracked in real time

  6. The client pays through your built-in Wurkzen terminal

No handoffs. No manual data entry. No broken steps. Just flow.


Like an Assembly Line—But for Service

Think of your business like a high-performance production line.

When each piece of the sales process is fragmented, progress slows.
When it’s unified, everything runs faster—with fewer mistakes.

Wurkzen ensures:

  • No lost leads between tools

  • No time wasted switching apps

  • No invoices left unsent

  • No delivery delays after closing

It’s the difference between chasing work and controlling it.


Move Clients Forward, Automatically

With Wurkzen, every action triggers the next:

  • A booked call opens a sales opportunity

  • A quote approval launches a project

  • A completed project triggers a billing event

  • A payment can initiate a follow-up or subscription offer

It’s not just organized—it’s intelligent.

And since it’s all within one system, you always know where every client stands.


Why It Matters

Most businesses operate like a relay race, passing the baton from one app to another.
Wurkzen makes it a sprint—faster, cleaner, with fewer chances to drop the deal.

You get paid sooner. You deliver faster. You waste less time.

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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

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™