Customers and CRM

Learn how WRKZY turns a contact into a shared customer record for ownership, consent, segmentation, conversations, deals, and follow-up.

Create a stable, hand-picked contact list for a bounded audience such as an event cohort, account handoff, pilot, or one-time outreach review.

Create a rule-driven contact audience that refreshes as lifecycle, consent, tags, company, activity, and other CRM data change.

Create a contact with reliable identity, channel-consent, company, ownership, segmentation, and custom-field data, then verify the saved record.

Review duplicate identity evidence, choose a surviving contact and field values, merge related work safely, and use the 30-day undo ledger when needed.

Model account ownership and stakeholder relationships with company records, roles, lifecycle, momentum, pipeline value, and recoverable merge controls.

Design CRM tags and custom fields that support search, segmentation, routing, imports, and automation without creating ambiguous duplicate data.

Map source columns, preview identity and consent risks row by row, choose overwrite and automation policies, and execute a controlled contact import.

Prepare a clean CSV or XLSX contact file with reliable identity, company, list, ownership, and consent evidence before uploading it to WRKZY.

Interpret imported, updated, skipped, invalid, failed, and duplicate rows; correct exception files; and use time-limited operational undo safely.

Use Contact 360 to review identity, consent, relationship momentum, conversations, commitments, deals, quotes, and durable customer activity before acting.

Capture customer context that changes a decision—without turning the CRM into a collection of unverified notes or unnecessary personal data.