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Preserve your profit after the sale with smarter project tools
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Wurkzen Projects helps you turn every closed deal into a profitable outcome. Track tasks, timelines, and budgets with ease. You didn’t close the deal just to lose money on it—stay organized, stay on budget and keep your revenue performance on track.
Keep your business files safe, organized, and accessible from anywhere. Store, share, and collaborate on documents effortlessly, with secure backups and seamless access across devices.
Simple Post-Sale Project Management
Project Management has never been easier than with Wurken’s Project Management Module. With Wurkzen, Project Management is as simple as creating a project and assigning tasks to it. Improve your revenue performance with profit-driven software.
Keep your projects financially on track with Advanced Budgeting in Wurkzen Projects. Set budgets at the project, milestone, and cost levels to maintain full financial oversight. Track every expense in real time and compare actual costs against budgets with ease. With AI-powered reporting, gain instant insights to prevent overspending and ensure profitability at every stage.
Stay organized and boost productivity with Task Management in Project 360. Easily assign tasks to coworkers, set deadlines, and track progress in real time. Keep workflows streamlined with automated reminders ensuring every task is completed on time and within scope to improve revenue performance management.
Streamline communications, make and receive calls all from the Wurkzen Business App. Manage every phone call made to your business and by employees to get total transparency into the communications within your business
Keep your project files safe, organized, and accessible with Secure Cloud-Based File Storage in Wurkzen. Store and manage documents with ease, ensuring your team has real-time access from anywhere. With built-in security and AI-powered organization, you can confidently collaborate while keeping your data protected.
The only platform with a mobile app
Wurkzen Mobile has all the features and benefits of the web-based version which means you can take your business and sales with you on the go anywhere. Run your business from the palm of your hand with the Wurkzen Mobile application.
Built to help you win—at every stage of business.
Learn more about Wurkzen.
Wurkzen is the world’s only AI-powered Revenue Performance Management (RPM) platform, built to help businesses increase sales, deliver work profitably, and retain more revenue across every step of the customer journey.
Unlike traditional CRMs or project management tools that focus on isolated parts of the business, Wurkzen provides a fully integrated platform where sales, project execution, and AI-driven business insights are all connected—empowering teams to operate efficiently and profitably.
Wurkzen enables businesses to manage leads, close deals, deliver services, and monitor performance—all from a single platform designed to drive real financial results.
Wurkzen was built to solve a critical problem most businesses face: closing a sale doesn’t guarantee revenue. What matters is whether you can deliver the work profitably, retain that revenue, and improve over time.
That’s where Revenue Performance Management comes in. Wurkzen gives you the tools and visibility to:
Close more deals with Sales 360, a Revenue Performance CRM
Deliver more profitably with Project 360, a Revenue Performance Project Management system
Understand performance deeply with AI-powered insights from Business 360
Prevent revenue leakage by connecting sales and delivery, budgets and timelines, promises and results
It’s not just automation—it’s intelligent orchestration of your sales, operations, and project performance data, powered by AI.
Wurkzen is built on a unified architecture with multiple purpose-built modules designed to work together:
Helps businesses convert more leads into sales by offering:
Customizable CRM
Pipeline management
Deal tracking and automation
Integrated quotes, invoices, and payments
AI-powered upsell and cross-sell recommendations via Deal Compass™
Ensures that the work sold is delivered profitably through:
Task and milestone tracking
Project budgeting and cost controls
Real-time profitability tracking
Time logging and labor cost visibility
Smart alerts for scope creep, overbudgeting, and delivery risks
Seamless integration with Sales 360
Gives leaders deep visibility into what’s working and what’s not:
AI-generated insights on sales, projects, and team activity
Forecasting, performance tracking, and profitability analysis
Natural language queries to access business intelligence instantly
Wurkzen’s proprietary AI engine that powers:
Smart recommendations
Revenue risk detection
Workflow automation
Insights delivered across every 360 module
Wurkzen is ideal for service-based businesses, consultancies, agencies, and professionals who want to:
Centralize their operations into one easy-to-use platform
Move beyond generic CRMs and task managers
Increase revenue by improving deal flow and project profitability
Use AI not just for automation, but for strategic, data-driven decision-making
Track real business performance from sales through delivery
Whether you’re a solo consultant or a multi-team operation, Wurkzen scales to your needs.
Full Revenue Lifecycle Visibility – From pipeline to project delivery, everything is tied to revenue outcomes
Built-In AI Assistants – Tools like Deal Compass™ and Business 360™ help you work smarter
Real-Time Profitability Tracking – Know exactly which deals and projects are profitable
Integrated Payments and Invoicing – Close deals and get paid without leaving the platform
Designed for Execution, Not Just Data Storage – Unlike many CRMs, Wurkzen helps you do the work, not just record it
Wurkzen is offered in multiple plans, with the Advantage Plan providing access to the full Revenue Performance Suite, including:
Sales 360
Project 360
Business 360
Full AI assistant functionality
Advanced reporting
Onboarding and premium support
There are also entry-level plans available for those just getting started, with the ability to upgrade as you scale.
Whether you’re looking to improve sales results, increase project margins, or unlock AI-powered insights, Wurkzen is built to help you grow—with clarity, confidence, and control. Click the start free button to get started.
Wurkzen Project 360 is the only project management software purpose-built for Revenue Performance Management. It enables businesses to go beyond traditional task tracking by aligning project execution with profitability goals. Designed for companies that want to deliver client work efficiently while protecting margins, Project 360 offers real-time visibility into budgets, costs, timelines, and team performance.
Unlike generic project management tools that focus on collaboration alone, Wurkzen Project 360 ensures that every project contributes directly to your bottom line. With built-in project profitability tracking, you can monitor time and labor costs against budget in real time. Businesses can prevent revenue leakage, manage scope effectively, and ensure that project delivery remains aligned with sales promises.
At the core of Project 360 is Nexus, Wurkzen’s intelligent AI engine. Nexus delivers real-time insights into the health and performance of your projects, flagging cost overruns, resourcing issues, and delays before they impact profitability. It also offers strategic recommendations to help project managers and operations leaders take proactive steps to improve project-level revenue performance.
Wurkzen Project 360 works hand-in-hand with Sales 360, Wurkzen’s Revenue Performance CRM. When a deal is closed in Sales 360, it’s automatically converted into a live project in Project 360—complete with inherited budgets, deadlines, and client information. This seamless sales-to-project workflow eliminates information gaps, reduces handoff friction, and improves operational efficiency across teams.
Wurkzen Project 360 is ideal for service-based businesses, creative agencies, consultancies, legal teams, and operations departments that manage high-value client work. It provides all the tools needed to scope, track, and deliver projects while maintaining financial control. With task and milestone tracking, client collaboration tools, and integrated billing, Project 360 consolidates delivery and finance in one platform.
As a key pillar of Wurkzen’s Revenue Performance Management ecosystem, Project 360 ensures that the revenue generated during the sales process is retained and maximized during project delivery. Alongside Sales 360 and AI assistants like Business 360, Wurkzen Project 360 helps businesses grow intelligently by aligning execution with strategy, sales, and financial performance.
Project 360 Advantage View is a powerful, high-level interface inside Wurkzen that gives businesses complete visibility into every aspect of a project—milestones, tasks, budgets, notes, communications, and performance—all in one place. It’s designed for leaders who need a strategic, unified view of how projects are progressing and how they’re impacting the bottom line.
Available exclusively as part of Wurkzen’s Advantage Plan, Advantage View transforms project oversight into a centralized, actionable experience focused on Revenue Performance.
In many platforms, project data is scattered across tabs, timelines, and isolated task lists. Project 360 Advantage View eliminates that fragmentation. It brings everything together in a centralized dashboard so you can track execution, budgets, and team activity without switching between multiple tools or screens.
At a glance, you can:
Monitor milestones and task progress
Review team activity and task assignments
Analyze real-time budget consumption
View client communications and internal notes
Track profitability trends across the lifecycle of the project
Advantage View is more than just a visual upgrade—it’s a core part of Wurkzen’s Revenue Performance Project Management system. It connects delivery and profitability by giving decision-makers the ability to monitor how well a project is aligned with sales expectations and financial goals.
Powered by Nexus, Wurkzen’s built-in AI engine, Advantage View surfaces insights and alerts related to:
Task delays that may threaten delivery dates
Budget overruns and scope creep
Profitability metrics for each phase of a project
Recommendations for improving team efficiency
With this data-driven oversight, businesses can stay proactive and avoid surprises that would otherwise impact revenue retention and project outcomes.
Because Wurkzen Project 360 is fully integrated with Sales 360, the Advantage View doesn’t just track delivery—it maintains alignment with the original deal. When a deal is closed in Sales 360, it becomes a live project in Project 360, and all of the deal’s details—including expected timelines, scope, and budgets—flow directly into the Advantage View.
This means sales leaders, project managers, and operations teams are all working from the same data, ensuring consistency across departments and accountability throughout the customer lifecycle.
Project 360 Advantage View is ideal for:
Project managers who want a single source of truth for execution and performance
Business owners and team leads who want to track project profitability in real time
Operations teams managing high volumes of client work or complex service delivery
Sales and delivery teams working together to ensure project outcomes match deal expectations
Whether you’re managing a handful of high-impact client projects or running dozens of deliverables across multiple teams, Advantage View gives you the high-level control you need.
Project 360 Advantage View is available exclusively with Wurkzen’s Advantage Plan, which includes Sales 360, Project 360, Business 360, and Wurkzen’s full suite of AI-powered Revenue Performance tools.
If your business is ready to scale delivery operations while retaining more profit and aligning every project with revenue outcomes, Advantage View is your central command center for getting it done.
Learn more at www.wurkzen.com/project360 or explore how the Advantage Plan helps high-performing teams manage sales and delivery like never before.
Wurkzen Project 360 works by providing a complete, revenue-driven approach to project execution. As part of Wurkzen’s Revenue Performance Management platform, it connects delivery directly to the original sale, helping businesses monitor performance, track costs, and ensure that every project contributes positively to the bottom line.
Project 360 is not just about checking off tasks—it’s about managing projects profitably. From the moment a deal is closed in Sales 360, Wurkzen automatically creates a new project in Project 360, inheriting key details like scope, timelines, and budget expectations. This seamless sales-to-project handoff eliminates gaps between departments and ensures that delivery aligns with the revenue expectations set during the sales process.
At the core of Project 360 is a powerful budget management system that tracks all financial activity tied to a project, including:
Expenses: Log material costs, vendor invoices, and operational spend.
Hours billed: Monitor time tracked by internal teams and contractors.
Purchase orders: Connect purchases and reimbursements directly to project phases.
Invoicing and revenue: Measure the revenue earned against work delivered.
By capturing and attributing every cost, Project 360 provides real-time insight into project profitability, allowing businesses to compare planned vs. actual budget usage at every stage of the engagement.
To help teams stay ahead of issues, Project 360 includes smart alerts and notifications that are powered by Nexus, Wurkzen’s AI engine. The platform continuously monitors every aspect of the project and will automatically notify managers if:
A task or milestone is past due
A project is trending over budget
Time tracked exceeds the estimated hours
Profit margins are at risk based on current cost trajectory
These alerts help prevent revenue leakage and allow project managers to make quick, informed adjustments before problems escalate.
Project 360 ties together task execution, team collaboration, financial performance, and client communication in one centralized workspace. Because it is fully integrated with Sales 360 and powered by real-time AI insights, Project 360 ensures that businesses always know how a project is performing in terms of both delivery and revenue.
This unified view allows businesses to manage delivery with confidence, protect profit margins, and scale operations efficiently—all while improving client satisfaction and internal accountability.
Wurkzen Project 360 is the foundation for modern Revenue Performance Project Management, giving your team the tools to track, measure, and optimize every part of the delivery process. From time tracking and budget controls to profitability alerts and financial reporting, it helps you make every project a profitable one.
To learn more, visit www.wurkzen.com/project360 and explore how Project 360 helps your business deliver with precision and profit.
Project 360 is fully integrated with Sales 360, creating a seamless connection between sales and delivery within the Wurkzen platform. This integration ensures that every deal closed in Sales 360 is immediately converted into a trackable project in Project 360, complete with inherited budgets, timelines, and scope expectations—eliminating gaps between your sales team and your operations team.
When a deal is marked as closed-won in Sales 360, the following information is automatically transferred to Project 360:
Deal value and associated revenue expectations
Expected delivery dates and client deadlines
Service scope or deliverables
Assigned team members or departments
Client contact and communication history
By preserving this information during the sales-to-delivery handoff, Project 360 ensures alignment across departments and sets a clear financial and operational baseline for delivery.
This handoff is not just about task creation—it’s about maintaining accountability for revenue outcomes. Because budgets, hours, and scope originate from the original sale, Wurkzen can continuously measure project performance against sales expectations using real-time data and AI-driven insights.
This connection is a key part of Wurkzen’s Revenue Performance Management system, giving your business the tools to protect profitability, avoid delivery risks, and ensure that every project contributes to the bottom line.
Wurkzen Project 360 is designed to help businesses deliver projects profitably, and a major part of that is preventing scope creep—the gradual expansion of work beyond what was originally agreed upon. Scope creep is one of the most common causes of missed deadlines, budget overruns, and profit loss. Project 360 actively combats it with built-in tools that keep your team aligned with project scope, budget, and timelines from day one.
Because every project in Project 360 is generated directly from a closed deal in Sales 360, the original scope, deliverables, and budget are clearly defined and locked into the project framework. These details are visible throughout the entire project lifecycle, helping teams stay focused on what was sold and committed.
Key features that help prevent scope creep include:
Scope-bound task creation based on the original sales agreement
Budget tracking tools that flag additional hours or cost beyond the approved limits
Real-time alerts powered by Nexus AI when a project begins to trend outside of its defined scope
Time tracking by task and team member to identify over-utilization early
Client-facing progress tracking to improve transparency and prevent informal add-ons
With Project 360, project managers, sales leaders, and operations teams are always aligned around what was promised, what has been delivered, and what it’s costing. This clear connection to the original deal, combined with proactive budget controls and AI-powered alerts, helps businesses avoid revenue loss and maintain control over every engagement.
Preventing scope creep isn’t just about managing tasks—it’s about protecting Revenue Performance and ensuring that every project delivers the expected value without cutting into your margins.
Yes—Wurkzen provides comprehensive onboarding and setup support, especially for businesses on the Advantage Plan, which includes guided implementation services tailored to your workflow. Our goal is to help you launch quickly and confidently, so you can start leveraging the full power of Revenue Performance Management from day one.
Whether you’re transitioning from another platform or starting fresh, our team is here to ensure your Wurkzen environment is set up to support your sales, project delivery, and profitability goals.
Wurkzen’s onboarding process is designed to align your business with the platform’s core tools—Sales 360, Project 360, and AI-powered assistants—so that your operations and revenue strategies are fully connected. We’ll help you:
Configure Sales 360 and Project 360 to reflect your actual sales process and delivery workflows
Import your existing leads, deals, contacts, and projects into the platform
Customize pipelines, project templates, milestones, budgets, and team structures
Set up real-time tracking for profitability, labor costs, time, and scope management
Activate AI assistants like Deal Compass™ and Business 360™, powered by Nexus, to surface key insights around performance and financial outcomes
Implement sales-to-delivery automation so projects automatically reflect the scope and terms of each sale
This setup ensures your teams are working with real-time data and aligned around a single source of truth for both sales and delivery.
Wurkzen offers a full range of support depending on your plan and onboarding needs:
Personalized onboarding sessions for Advantage Plan users
Step-by-step onboarding guides and platform tutorials
Dedicated onboarding specialists to assist with more complex configurations
Live chat and email support during setup and onboarding
Periodic success check-ins to help you continuously optimize your Revenue Performance Management workflows
With Wurkzen, you’re not just setting up another software tool—you’re implementing a system built to track and improve every aspect of your business performance, from deal closure to project profitability.
To get started, visit www.wurkzen.com/onboarding or reach out through your dashboard to schedule your setup session. We’re here to help you succeed with Revenue Performance Management.
Yes—Wurkzen provides comprehensive onboarding and setup support, especially for businesses on the Advantage Plan, which includes guided implementation services tailored to your workflow. Our goal is to help you launch quickly and confidently, so you can start leveraging the full power of Revenue Performance Management from day one.
Whether you’re transitioning from another platform or starting fresh, our team is here to ensure your Wurkzen environment is set up to support your sales, project delivery, and profitability goals.
Wurkzen’s onboarding process is designed to align your business with the platform’s core tools—Sales 360, Project 360, and AI-powered assistants—so that your operations and revenue strategies are fully connected. We’ll help you:
Configure Sales 360 and Project 360 to reflect your actual sales process and delivery workflows
Import your existing leads, deals, contacts, and projects into the platform
Customize pipelines, project templates, milestones, budgets, and team structures
Set up real-time tracking for profitability, labor costs, time, and scope management
Activate AI assistants like Deal Compass™ and Business 360™, powered by Nexus, to surface key insights around performance and financial outcomes
Implement sales-to-delivery automation so projects automatically reflect the scope and terms of each sale
This setup ensures your teams are working with real-time data and aligned around a single source of truth for both sales and delivery.
Wurkzen offers a full range of support depending on your plan and onboarding needs:
Personalized onboarding sessions for Advantage Plan users
Step-by-step onboarding guides and platform tutorials
Dedicated onboarding specialists to assist with more complex configurations
Live chat and email support during setup and onboarding
Periodic success check-ins to help you continuously optimize your Revenue Performance Management workflows
With Wurkzen, you’re not just setting up another software tool—you’re implementing a system built to track and improve every aspect of your business performance, from deal closure to project profitability.
To get started, visit www.wurkzen.com/getstarted or reach out through your dashboard to schedule your setup session. We’re here to help you succeed with Revenue Performance Management.
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