Revolutionize Your Workflow With Wurkzen: From Lead to Payment

In today’s digital business landscape, companies are constantly juggling multiple platforms: one for capturing leads, another for managing projects, a separate CRM for customer engagement, and yet another to send invoices and accept payments. The result? Wasted time, fragmented data, and missed opportunities.

Wurkzen changes the game.

As the world’s only AI-powered sales and project management platform, Wurkzen brings together everything your business needs into one seamless experience—from capturing a lead to collecting the final payment.


The Problem with Disconnected Tools

For many businesses, managing growth means adding more tools. But this can quickly become overwhelming. Consider the typical workflow:

  1. Capture a lead from a form or call

  2. Manually input that lead into a CRM

  3. Assign tasks in a separate project management app

  4. Use a third platform for sending quotes and invoices

  5. Rely on an external payment processor

  6. Manually reconcile client data in spreadsheets

It’s inefficient. It’s error-prone. It’s expensive.


Wurkzen: One Platform. Endless Efficiency.

With Wurkzen, every stage of your workflow lives in a single, AI-powered platform:

🔹 Advanced Lead Management

Easily capture and assign leads using custom forms, automations, and AI-based lead scoring. Never lose a high-value opportunity again.

🔹 End-to-End Project & Task Management

Plan and execute projects using customizable task lists, deadlines, and budgets—all linked directly to your sales pipeline.

🔹 AI-Powered Deal Support with Sales360™ and Deal Compass™

Wurkzen’s AI tells you which lead to follow up with next and what your team should focus on today.

🔹 Powerful CRM & Customer Insights

Track communication, set custom statuses and tags, and maintain a 360° view of every customer interaction.

🔹 Online Quotes, Invoices & Payments

Generate quotes, turn them into invoices, and collect payments with an integrated card reader—all without leaving the platform.

🔹 Subscription & Membership Management

Recurring revenue? Set it and forget it with auto-billing and customer access controls.


Streamline and Scale with Wurkzen’s Business 360™

At the heart of Wurkzen lies Business 360™—an intelligent AI assistant that connects all moving parts of your operation. From identifying deal bottlenecks to flagging overdue invoices, it ensures you’re never in the dark.

It’s like having a sales manager, operations director, and data analyst all working behind the scenes 24/7.


Real Business Benefits

✔ Cut administrative time by up to 60%
✔ Improve close rates with AI-guided follow-ups
✔ Increase on-time payments through integrated invoicing
✔ Reduce software expenses by replacing 4–6 tools
✔ Gain real-time insights into project and sales health


Wurkzen = One Login, Total Control

Whether you’re a service provider, contractor, agency, or coach, Wurkzen gives you the freedom to focus on delivering value—not jumping between tools.

🔗 See Wurkzen in Action
💼 Explore Pricing Options
📩 Contact Us
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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™