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Product overviewOne workspace. The whole customer story.Explore the product →

Customers

Team inboxesWhatsApp and email, shared.Customer contextCustomer details and history.Website formsCapture and route enquiries.Business card scanningScan cards into contact details.

Sales

PipelinesDeals, forecasts and targets.CatalogProducts, services and prices.QuotesOffers and customer responses.CampaignsSend campaigns. Follow up.

Work & insights

TasksOwners, due dates and follow-ups.AutomationsSet up the steps you repeat.AI assistanceReply drafts and summaries.ReportingResponse times, workload and sales.WorkspacesTeam access, roles and approvals.

Integrations · Connect WhatsApp and email →

Solutions overviewStart with the work that needs to move.Explore all solutions →

By workflow

Enquiry to quoteTurn an enquiry into an offer.Customer handoffsPass the details to the next team.Shared customer conversationsHandle WhatsApp and email together.Campaign response follow-throughFollow up with customers who reply.

By team

SalesKeep deals and follow-ups moving.Customer supportHelp your team resolve customer requests.Customer operationsCoordinate work across your teams.

Explore by industry

View all industriesCustomer journeys, shown from first signal to next action.Wholesale distributionDealer enquiries, quote decisions and reorder follow-up.Real estate salesProperty enquiries, site visits and buyer follow-up.Professional servicesClient briefs, proposal decisions and clean handoffs.Solar & home energyEnquiries, site surveys, proposals and installation handoffs.Education admissionsApplicant enquiries, documents and enrolment follow-up.D2C retail & careService recovery, assisted sales and retention follow-up.Automotive sales & serviceVehicle enquiries, test drives and ownership follow-up.Deep techTechnical enquiries, feasibility review and pilot handoffs.

WRKZY field notesIdeas you can put to work.Read the blog →

Learn and compare

Free toolsUseful tools for quotes and customer work.BlogIdeas for better customer work.Compare WRKZYSee how the options compare.Help CenterSetup guides and product walkthroughs.

Support and trust

SupportGet help with your product or account.SecurityUnderstand the security approach.PrivacyHow your data is handled.Data Processing AddendumData processing terms and safeguards.SubprocessorsProviders that process service data.

Terms of Service →Data deletion →

Careers at WRKZYHelp build what comes next.Explore careers →

Company

About WRKZYOur story and the direction ahead.Built with customersHow your feedback shapes WRKZY.

Connect

ContactFind the right person to talk to.SecurityOur approach to protecting your data.

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Help/Search

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Find the guide that matches the work.

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Search results

1 guide found

Results for “workflow”

Topic

All topics Start here Role guides Dashboard and daily work Inbox and channels Customers and CRM Deals and pipelines Catalog and quotes Campaigns Automations and AI Workspace administration Security, privacy, and billing Troubleshooting

Role

All roles Owner Administrator Member

Guide type

All types concept how to reference troubleshooting best practice role guide

Campaigns · referenceChoose a WhatsApp or email campaign

Choose WhatsApp or shared-inbox email using customer expectation, consent, message format, urgency, sender readiness, and follow-up needs.

Customer conversations. Connected work.

Product

Product overview Team inboxes Customer context Website forms Business card scanning Pipelines Catalog Quotes Campaigns Tasks Automations AI assistance Reporting Workspaces Integrations Pricing

Solutions

Solutions overview Industries Sales Customer support Customer operations

Company

About Built with customers Careers Contact Contact sales

Resources

Free tools Blog Compare WRKZY Help Center Support

Trust

Security Subprocessors Data processing Meta and WhatsApp

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