Quote. Close. Repeat.

What’s the point of sending a quote if it just sits in an inbox?

In sales, speed matters. Timing matters. Consistency matters.
If your quoting process is slow or disconnected from the rest of your system, you’re not just delaying deals—you’re risking losing them altogether.

Wurkzen turns quoting into momentum.

From first conversation to signed quote and payment, Wurkzen helps you keep the deal alive—and moving.


Quoting Shouldn’t Be a Roadblock

Think of quoting like casting a fishing line.
You’ve attracted interest. The lead is biting. But if you hesitate—if your gear isn’t ready—you’ll miss the catch.

A quote sent too late, too confusing, or too generic often ends the deal before it starts.

With Wurkzen’s Sales360™, you can:

  • Create branded quotes in seconds

  • Link quotes directly to deals and CRM records

  • Automatically follow up on quote status

  • Convert approved quotes into projects or invoices

  • Accept payments right from the quote

Instead of being a bottleneck, quoting becomes a seamless step toward closing.


Templates Built for Action

Tired of rewriting the same proposal every time?

Wurkzen lets you build templates for:

  • Services

  • Packages

  • Pricing tiers

  • Recurring or one-time jobs

So your team can respond faster, with consistency—and without errors.

Need a revision? Wurkzen tracks every version, links it to the contact in Nexus CRM, and flags when the quote has been viewed.

You’ll never wonder, “Did they open it?” again.


Turn Approval Into Execution

Once the quote is accepted, the work doesn’t wait. Neither should your systems.

Wurkzen bridges quoting with delivery by:

  • Auto-creating projects from approved quotes

  • Assigning tasks to the right team members

  • Scheduling milestones or service dates

  • Generating the invoice and tracking payment

The client experience is smooth. Your team stays on track. And your revenue doesn’t skip a beat.


Keep the Cycle Moving

Sales doesn’t end when a deal is closed.
It repeats.

With Wurkzen, you can:

  • Duplicate winning quotes for repeat clients

  • Convert single projects into subscriptions

  • Automate thank-you messages or review requests

  • Trigger next-service reminders

That means less “starting over,” and more building momentum.


From First Quote to Recurring Revenue

Quoting shouldn’t be the slowest part of your sales cycle. It should be the spark that accelerates everything.

Wurkzen makes it simple to quote faster, close sooner, and repeat more often—with less work and fewer tools.

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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™