Bring the enquiry into view.
Bring WhatsApp, email, website enquiries, campaign responses and scanned-card leads into sales work the team can see and own.
“Can you revise the bulk-order offer for 240 units?”
Sales across WhatsApp and email
Keep every deal close to the conversation.
Bring every enquiry into one sales workspace, with the customer context, current offer and follow-up beside it—so your team always knows what to do next.
Built for teams that sell through conversation.
WhatsApp · 09:42Can you revise the bulk-order offer for 240 units?Aarav Mehta · Mehta Stores
- Opportunity
- Mehta StoresProposal · ₹4,82,400
- Current quote
- QT-1048 · Revision 03Current revision
- Owner
- MayaSales
- Next action
- Review revised terms with AaravToday · 16:00
One buyer. One sale in motion.
The buyer asks once. The sale stays together.
WRKZY keeps the conversation, customer history, current quote and next step together—so whoever replies knows what happened and what to do next.
Buyer requestRevise the bulk-order offer for 240 units.
- 01Customer context
Mehta Stores · purchase history · interests
- 02Opportunity
Wholesale pipeline · Proposal · Maya
- 03Current offer
QT-1048 · Revision 03 · ₹4,82,400
- 04Next action
Review revised terms · Today, 16:00
Clear next moveReview the revised terms with Aarav.Maya owns the follow-up · Today, 16:00
01 / Follow one opportunity
From first message to the buyer’s answer.
Follow one buyer from first enquiry to recorded response, with the customer context, opportunity, current offer and next action kept together.
- context
- Aarav Mehta · Mehta Stores
- offer
- Bulk-order pricing requested
- owner
- Unassigned
- timing
- Reply due today · 11:30
- next
- Review the buyer's message
02 / See what the buyer sees
One clear offer. The work behind it.
The buyer gets the current revision and a clear way to respond. Your team keeps approval, quote activity, ownership and follow-up attached to the same sale.
01Current offerQT-1048 · Revision 03 01Revision trailCurrent revision approved · earlier versions retained 02What is included240 units · items, quantities and pricing 02Commercial checksCatalogue items · taxes · approval state 03TermsValidity, delivery terms and total 03Quote activityPublished · sent · viewed where supported 04ResponseAccept · ask · request a change · decline 04Next ownershipResponse recorded · follow-up dated and owned
Recorded acceptance captures the buyer’s response to that quote revision. It is not an electronic signature, identity check, payment or completed fulfilment.
Current product, in context
Know what happened. See what moves next.
Three current product views show the conversation, opportunity and quote work your team can act on.
Current product01 / Conversation and customer
Can anyone pick up the buyer’s request?
See the conversation, owner, customer details and recent work before replying.
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- 01Shared source
- 02Responsible owner
- 03Customer context
Current product02 / Opportunity and next action
What can still move—or stall—the deal?
Keep stage, value, owner, timing, probability and the next task visible on the opportunity.
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- 01Current stage
- 02Commercial value
- 03Next action
Current product03 / Quotes and next actions
Which offer needs attention now?
See which quotes are drafts, waiting, accepted, rejected or due for follow-up—and act from the queue.
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- 01Work state
- 02Commercial value
- 03Next action
Quote states record the commercial workflow. Payment, fulfilment and delivery remain separate business events.
03 / Run today's sales
See the work that can still change the outcome.
Start with the enquiries, deals, quotes and follow-ups that need action now. Then step back to review movement, timing and forecast.
- 01UnassignedNew enquiries without an owner
WhatsApp, email, form, business-card, and campaign responses
- 02No next stepOpportunities without a next action
Deals that have a stage but no dated move
- 03WaitingQuotes awaiting a buyer response
Published offers, questions, change requests, and expiry
- 04Due todayFollow-ups due or overdue
Tasks, reminders, and customer commitments
- 05Needs replyCampaign replies needing a responder
Interested buyers who answered an outreach message
For the follow-up that happens every time
Let the routine move. Keep the decision visible.
Build the waits, conditions, assignments, and timeout path around a real sales moment. Test the workflow before it goes live and review any run that needs attention.
- 01When the current quote is published
Start from the commercial event.
- 02Wait for a supported response
Continue on acceptance, question, change request, decline, or timeout.
- 03Create the right follow-up
Assign the next task with its due time and source attached.
- 04Surface a run that needs attention
Leave an execution receipt and a clear recovery path.
When the buyer decides
Record the answer. Make the next step clear.
Keep the buyer’s decision with the current quote, amount, owner and time. If another team needs to act, they can see what was agreed and what comes next.
Recorded outcomeWonAarav Mehta · Mehta Stores
- quote
- QT-1048 · Revision 03
- amount
- ₹4,82,400
- owner
- Maya · Sales
- recorded
- 15:18 · 12 September
- next
- Operations · confirm the delivery plan
Won records the buyer’s commercial decision. Payment, fulfilment and delivery are tracked separately.
One live opportunity
Follow one live opportunity from enquiry to answer.
Bring the next buyer message into WRKZY. Keep the customer, opportunity, current quote, response and next action connected as the sale moves.
Bring in the next buyer message.
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