WRKZY — The next step, together
Narrated product walkthrough · 3 min 15 sec

01 — A familiar situation

A customer asks for a quote on WhatsApp. Someone needs to check the details. Someone else prepares the offer. And someone needs to follow up.

WRKZY keeps that work together, from the first message to what happens next.

02 — Pick up the request

Meet Aarav. He’s choosing products for his store. His message arrives in the team inbox, where Maya can pick it up and see who’s handling the reply.

Your team can work with WhatsApp and email conversations here, with a clear owner for each request.

03 — Know the customer

Before she answers, Maya can check Aarav’s company and the details behind his request. The customer record stays close to the conversation.

So when someone else steps in, they have somewhere to start.

04 — Help with the reply

AI can help summarise a conversation and draft a reply. Your team reviews the suggestion and decides what to use.

The aim is simple: spend less effort getting up to speed, and more attention on the customer.

05 — Build the offer

When the enquiry becomes a sales opportunity, track it in your pipeline. Keep the customer, the deal owner and the next action together.

Then build the offer from your catalog. Choose the products, check the prices and review the quote before sharing it. The offer has its own record, so you can return to it as the sale moves forward.

06 — Follow through

A quote needs a next step. Add a follow-up, choose a due date and keep it linked to the deal.

Here it is again in Tasks. Your team can see what needs to happen without searching through the conversation.

07 — Bring the team with you

Some requests need more than a reply. Another team may need to check a detail or finish a piece of work.

Keep that work visible, with an owner and a record of what’s waiting or complete.

08 — Repeat less

For steps you repeat, set up an automation. Choose what starts the workflow and what should happen next, such as routing a request or creating a follow-up.

You can review the workflow and its run history.

09 — Bring in the next enquiry

Website forms give customers another way to reach you. Choose what to ask and where the request should go.

Organise contacts with lists and tags. Bring in existing records through imports, or scan a business card and review the details before saving.

For your next campaign, choose an audience, prepare a WhatsApp or email message, and review the results.

10 — See where to focus

Step back to see the work across your team. Review requests that need attention, sales progress and response times.

Then open the details and decide what to do next.

11 — Close

Know the customer. Know who’s handling the request. Know what happens next.

That’s WRKZY. Start your free trial.