WRKZY for deep-tech companies

Technical enquiry. Clear path to pilot.

Keep the customer’s question, the technical answer, the pilot offer and the person responsible for what happens next in one place.

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For founder-led AI, robotics, infrastructure and advanced-software teams selling to businesses.

Synthetic editorial scene of an Indian deep-tech founder, commercial lead and technical lead reviewing an industrial edge-vision opportunity.

Where technical sales breaks

The product is complex. The handoff should not be.

A single customer question can pass through the founder, sales, engineering, security and finance before anyone can answer it. WRKZY keeps that trail intact.

01

Requirements split across channels

The question starts on WhatsApp. The specifications arrive by email. The useful detail ends up in someone’s private inbox.

02

The technical answer has no owner

Compatibility, security and deployment questions get passed around without a due date or a clear route back to the buyer.

03

The offer drifts from the evidence

The pilot scope and price change, but nobody can see which version was approved or what delivery was told to expect.

One technical opportunity

From compatibility question. To paid pilot.

Here is how Meridian’s camera question becomes a pilot without losing the people, evidence or promise along the way.

01 · Receive
Own the technical enquiry
Route the WhatsApp or email conversation into the right shared inbox with an owner and response target.Explore Inbox
02 · Understand
Put the requirement in context
See who is involved, where the product will run, what has already been asked and which commercial work is open.Explore Customer context
03 · Review
Ask engineering a clear question
Assign the compatibility, integration or security check with a due date, blocker and the original customer context attached.Explore Tasks
04 · Progress
Decide whether a pilot makes sense
Require the evidence and approvals your team needs before the opportunity moves to pilot scoping.Explore Pipelines
05 · Commit
Agree the pilot and hand it over
Keep the scope, price, approval, revisions and buyer response together so delivery receives the promise that was actually made.Explore Quotes

Inside the product

See the enquiry, review and pilot.

Here is the actual enquiry, feasibility work and accepted pilot offer in WRKZY.

Proof 01

01 · Shared enquiry

The first question is not trapped in an inbox.

The team can read Meridian’s compatibility question, see the people involved and reply from the same shared conversation.

Shared conversation
Company context
Named owner

Explore Inbox

Sanitized AsterForge Systems demo showing Meridian Components' technical enquiry with customer context and a named owner. — Sanitized synthetic demo workspaceMeridian technical enquiry in the AsterForge Systems demo workspace.Open full-size capture

Proof 02

02 · Technical review

Everyone can see what engineering is checking.

The opportunity shows the evidence already collected, the review task, the blocker and the next reply due to Meridian.

Evidence-based stage
Linked review task
Next action

Explore Pipelines

Sanitized AsterForge Systems demo showing Meridian Components in feasibility review with linked technical work and a next action. — Sanitized synthetic demo workspaceMeridian feasibility review in the AsterForge Systems demo workspace.Open full-size capture

Proof 03

03 · Controlled handoff

Delivery receives the offer the buyer accepted.

The earlier quote remains on record. The accepted revision can start the delivery handoff, but only after a person approves the workflow.

Versioned offer
Accepted revision
Reviewed handoff

Explore Quotes

Sanitized AsterForge Systems demo showing the accepted Meridian Components paid-pilot quote revision and preserved offer history. — Sanitized synthetic demo workspaceAccepted paid-pilot revision in the AsterForge Systems demo workspace.Open full-size capture

Sanitized AsterForge Systems demo showing the reviewed automation that prepares delivery work after a pilot quote is accepted. — Sanitized synthetic demo workspacePilot-delivery handoff automation awaiting approval in the AsterForge Systems demo workspace.Open full-size capture

Build or buy

Of course you can build a CRM. That isn’t the hard part.

A contact table, a deal board and a few triggers are easy enough. The real work starts when customers, prices, permissions and failures depend on them.

01
Form
Imports, duplicate resolution, relationships, typed fields and safe schema changes.
02
Inbox
Channel authentication, delivery state, permissions, routing, SLAs, overflow and escalation.
03
Deal board
Evidence-based stages, aging, required data, approvals, reporting and durable history.
04
Quote PDF
Catalog governance, pricing authority, buyer verification, revisions, supersession and follow-up.
05
Trigger
Simulation, publishing, waits, logs, partial failures, safe retries and rollback.
06
Login
Roles, restricted queues, MFA, sessions, audit evidence and offboarding.

Build it when customer-operations software is part of your advantage—and you are willing to staff and maintain it as a product. Use WRKZY when your advantage is the deep-tech product your engineers are already building.

What WRKZY handles

Customer work. Not engineering work.

WRKZY gives the people around the sale one place to answer the buyer, record technical decisions, agree the pilot and hand it over. Your engineering tools still own the product.

01
Inbox
Give the first question an owner
Bring WhatsApp and email into a shared inbox, route the enquiry and make the response target visible.
02
Customer Context
See who is involved and what they need
Keep the company, stakeholders, messages, requirement fields and recent activity together.
03
Tasks
Make the technical check explicit
Give feasibility, integration and security work an owner, due date, blocker and link back to the customer.
04
Pipelines
Know what must be true before the deal moves
Use required fields, aging, movement controls and approvals at each technical-sales stage.
05
Quotes
Keep the accepted pilot in view
Keep catalog items, pricing approval, the buyer’s response and every issued revision attached to the deal.

Supporting the route

FormsCapture enough to start AutomationsReview the handoffs you repeat AI AssistanceGet a draft, not an unreviewed decision WorkspacesLimit who can see sensitive work ReportingSee what is waiting

AsterForge workspace

Set up for technical sales. Clear about what stays elsewhere.

The inboxes, stages, fields, catalog and reviewed workflows match the way AsterForge sells. Engineering and delivery tools remain the source of truth for the product.

Inside your WRKZY workspace

AsterForge’s route from enquiry to pilot.

The inboxes, stages, fields and workflows below match the way this team sells.

01 · Shared inbox

Technical enquiries · Security & procurement · Pilot delivery

Put the first enquiry in a shared queue and make one person responsible for the reply.

Explore Inbox

02 · Pipeline

Technical sales · Pilot & expansion

Name the decision points, require the information they need and show what comes next.

Explore Pipelines

03 · Reviewed automation

Enquiry ownership · Feasibility review · Security handoff · Pilot delivery

Use reviewed workflows for the handoffs your team repeats.

Explore Automations

Customer context

Customer problem · Environment · Integration · Constraints · Success criteria

WRKZY

WRKZY runs the customer side.

Customer conversations, stakeholders and requirement context
Technical-review ownership, commercial decisions and follow-up
Pilot offers, buyer responses and delivery handoffs

Specialist system

Engineering tools run the product.

Product development, source code and experiments
Model evaluation and technical documentation
Project delivery and engineering issue tracking

Keep the opportunity moving