WRKZY
Start free trialStart trial

Solutions for connected customer work

Keep the conversation. Own what happens next.

Bring WhatsApp and email into one shared customer view. Keep the work in progress and the next owner visible, so every conversation has a clear way forward.

Start free trialExplore by need
14-day Growth trial · No card required
Illustrative team scene: colleagues reviewing customer work together

Where customer work breaks

The reply gets sent. The responsibility gets lost.

The problem usually appears after the first response—when context, decisions and ownership start travelling separately.

  1. 01

    Follow-up

    A reply goes out. No one owns the next move.

  2. 02

    Context

    Customer history sits outside the conversation.

  3. 03

    Decision

    A quote changes without everyone seeing it.

  4. 04

    Handoff

    The next team gets the messages, not the decisions.

How the work connects

From first message to a named next move.

Follow one customer enquiry from WhatsApp through quote review to an owned next step.

  1. Aarav’s WhatsApp request enters a shared sales inbox.

  2. Company, contact and prior messages stay beside the reply.

  3. The current revision has a stage and a person responsible.

  4. The current offer is visible while the buyer response is pending.

  5. Maya owns the revised-terms follow-up due today.

Illustrative customer journey01 / 05
Signal

A bulk-order enquiry lands

Channel
WhatsApp
Request
Bulk-order enquiry
Owner
Maya Sharma · Sales

Inside the product

See the request. Inspect the offer.

The shared inbox shows who's handling an enquiry. The buyer offer shows what's being proposed and how the customer can respond.

Current product captures · separate fictional demo records

01 · Shared inbox

An enquiry with an owner in view.

The customer message sits beside its assignee, priority and response timing.

View full size ↗
Current WRKZY inbox showing a customer enquiry, assigned owner and response timing
02 · Buyer offer

A proposal the customer can inspect and answer.

Scope, total and response options are visible in the buyer-facing offer.

View full size ↗

Swipe each image to inspect more ↔

Offer details
Proposal name, customer, validity, scope and total in the buyer offer
Buyer response options
Offer controls to ask a question, request changes, decline or accept

Find your starting point

What needs to move forward?

Choose the situation your team knows. Each route shows what needs to happen, who owns it and what comes next.

01

Enquiry to quote

Turn a buyer’s request into a quote ready to send.

  1. Enquiry
  2. Context
  3. Review
  4. Quote
Explore the workflow 02

Shared customer conversations

Keep the conversation moving when another teammate steps in.

  1. Arrive
  2. Identify
  3. Assign
  4. Continue
Explore the workflow 03

Customer handoffs

Pass on what was promised—and who owns the next step.

  1. Prepare
  2. Route
  3. Accept
  4. Complete
Explore the workflow 04

Campaign response follow-through

Give campaign replies an owner and a next step.

  1. Audience
  2. Send
  3. Inspect
  4. Follow through
Explore the workflow

The connected product system

The work changes. The customer context stays.

Shared inboxes, customer records, pipelines, quotes and tasks help each team carry the work forward—with an owner and next step in view.

04

Own the follow-up

Give the next action an owner and due date. Use reviewed automation to keep it moving.

By team

One customer. A clear role for every team.

Sales advances the opportunity. Support resolves the request. Operations sets the routes and handoffs. Each team can see the customer history and the next step.

01

Sales

Move each enquiry towards a buyer decision.

Explore Sales 02

Customer support

Resolve requests with the customer’s history in view.

Explore Customer Support 03

Customer operations

Set the routing, reviews and handoffs that keep work moving.

Explore Customer Operations

By industry

See WRKZY at work in your industry.

Eight illustrative journeys show the inbox, decisions and follow-up behind different kinds of customer work. Start with the one closest to yours.

01

Wholesale distribution

Dealer enquiries, quote review and replenishment.

02

Real estate sales

Buyer enquiries, site visits and follow-up.

03

Professional services

Client briefs, proposals and handoffs.

04

Solar and home energy

Enquiries, surveys, proposals and installation handoffs.

05

Education admissions

Programme enquiries, document review and admissions follow-up.

06

D2C retail and care

Customer care, replacements and assisted sales.

07

Automotive sales and service

Vehicle enquiries, test drives and owner-care follow-up.

08

Deep tech

Technical enquiries, feasibility review and pilot handoffs.

All

Explore all industries

See every customer journey in one place.

Operating boundaries

Share the work. Keep the boundaries clear.

WRKZY keeps conversations, decisions and follow-up connected while respecting private mail, human review and the systems that own operational data.

Connected customer workConversation → Decision → Next action
Boundaries stay intact

Access · Review · Source data

  1. 01

    Access

    Workspaces and team-inbox membership limit who can see shared customer work.

  2. 02

    Private Mail

    Unshared Private Mail is visible only to its owner. They choose what context to share.

  3. 03

    Review

    You review AI suggestions before using them. Automation rules, approvals and run history stay visible.

  4. 04

    Systems of record

    WRKZY connects customer work around inventory, finance and other specialist systems. It does not replace their records.

    See supported connections

Start with one workflow

Give the next customer request a clear path.

Start with an enquiry, quote or handoff your team handles every week. Keep the conversation, decision and next owner in view as it moves.

Start free trialTalk through your workflow