Connect your channels.
Bring WhatsApp and email into WRKZY. Share conversations with your team, control what you share from Private Mail, and connect other systems through webhooks.
Explore integrations ↗The WRKZY product
From the first enquiry to the next step.
Bring customer conversations, records and follow-ups together. Give every request an owner and keep the work moving.
ONE CUSTOMER · CONNECTED WORK
Aarav MehtaMehta Stores
“Can you quote for our second store?”
- Inbox
- Sales inboxOwner · Maya
- Deal
- Second storeStage · Proposal
- Follow-up
- Confirm requirementsDue tomorrow
How it fits together
The reply is part of the job.
Follow one enquiry from the first message to the work your team does next.
Select a step to explore.
Maya takes ownership.
The enquiry has an owner in the Sales inbox.
Illustrative example.
Get to know the customer.
Bring in the enquiry and keep the details ready for whoever responds.
Team inboxes
Reply on WhatsApp and email. Assign conversations and track the work needed to resolve each request.
Explore team inboxesCustomer context
Keep contacts, companies, conversations and sales history together. Import records and organise them with lists and tags.
Explore customer contextWebsite forms
Capture enquiries and send them to the right team, with a follow-up or deal ready to act on.
Explore website formsBusiness card scanning
Turn an English-language business card into contact details. Review the results and possible duplicates before saving.
Explore business card scanningMove the sale forward.
Keep track of every deal, send the right offer and follow up on customer responses.
Pipelines and forecasts
Track deals, assign owners and plan follow-ups. Compare your forecast with your target.
Explore pipelines and forecastsCatalog
Keep product details and prices ready for your next quote.
Explore catalogQuotes
Prepare and send offers. Track responses, approvals and follow-ups in one place.
Explore quotesCampaigns
Send WhatsApp or email campaigns. Review delivery and replies, then follow up.
Explore campaignsStay on top of the work.
Give follow-ups an owner, automate routine steps and see what needs attention.
Tasks and follow-ups
Give tasks an owner and due date, linked to the customer, conversation or deal.
Explore tasks and follow-upsAutomations
Set up recurring steps to route conversations, update records and create follow-ups.
Explore automationsAI assistance
Draft replies and summarise conversations. Review customer preferences and commitments with linked evidence.
Explore AI assistanceReporting
Review response times, workload and sales results. Find the work behind the numbers.
Explore reportingConnections and controls
Set it up for the way your team works.
Connect your accounts and choose what each team can access.
Give people the right access.
Manage workspace roles, invitations and access changes. Review pending approvals in one queue, with permissions checked for each decision.
Explore workspaces ↗FAQ
Before you get started.
Manage customer conversations, records, deals, quotes, campaigns and follow-ups. Keep the people and work behind each request connected.
WhatsApp and email are available today. Connect Google, Microsoft or supported SMTP sending, with separate controls for team email and Private Mail.
Explore integrations ↗Yes. Import contact records, map the columns to your fields and review the records before saving.
Explore customer context ↗Yes. Set up that team’s inbox, people and customer records first. Add other teams and workflows as you need them, within your plan’s allowances.
AI assistance helps prepare summaries, replies and other suggestions for review. Automations run the triggers and actions you set up for recurring work.
Explore AI assistance ↗Try WRKZY on Growth for 14 days, with no payment card required. The pricing page lists the plan’s features and usage allowances.
Compare plans ↗Try WRKZY
Start with your next customer.
Connect an inbox, invite your team and manage your first customer conversation in WRKZY.
Start free trial14-day Growth trial · No card required