Contacts & Deals
Keep leads, contacts, organizations, and opportunities organized in one pipeline.
WerkIQ CRM
A CRM that helps your team move faster
Keep leads, deals, emails, calls, chats, and next steps connected. WerkIQ CRM gives your team a clean pipeline, flexible workflows, and the context to turn conversations into progress.
WerkIQ CRM
Customer Relationships, Organized
Bring pipeline, communication, and follow-up into one place.
Customize fields, layouts, stages, and automation around the way your team sells. Connect incoming leads from forms and channels, keep the full interaction history, and make every follow-up visible.
How it works
A clear path through WerkIQ CRM
Each step stays connected, so information moves forward without re-entry, hidden handoffs, or separate spreadsheets.
- 1
Contacts & Deals
Keep leads, contacts, organizations, and opportunities organized in one pipeline.
Lead database
- 2
Communications
Track emails, calls, chats, and internal discussions alongside each relationship.
Contact profiles
- 3
Workflow Automation
Automate assignments, reminders, follow-ups, and deal progress with configurable rules.
Account profiles
- 4
Reports & Analytics
Save, pin, and share views that show pipeline health and team activity.
Visual sales pipeline
See it in action
Real workflows, shown clearly
Explore the screens your teams use every day—from overview and planning to the records that keep work accountable.
Communications
Track emails, calls, chats, and internal discussions alongside each relationship.
Workflow Automation
Automate assignments, reminders, follow-ups, and deal progress with configurable rules.
Reports & Analytics
Save, pin, and share views that show pipeline health and team activity.
Everything You Need in a Focused CRM
Contacts & Deals
Keep leads, contacts, organizations, and opportunities organized in one pipeline.
- Lead database
- Lead capture forms
- Lead sources & campaigns
- Lead scoring
- Qualification status
- Lead assignment rules
- Duplicate detection
- Convert lead to deal
Communications
Track emails, calls, chats, and internal discussions alongside each relationship.
- Contact profiles
- Multiple contacts per account
- Roles & job titles
- Phone & email records
- Address management
- Social profile links
- Document attachments
Workflow Automation
Automate assignments, reminders, follow-ups, and deal progress with configurable rules.
- Account profiles
- Industry & territory
- Account hierarchy
- Customer segmentation
- Account ownership
- Relationship mapping
- Account activity timeline
Reports & Analytics
Save, pin, and share views that show pipeline health and team activity.
- Visual sales pipeline
- Custom deal stages
- Deal value & probability
- Expected close dates
- Win/loss tracking
- Pipeline forecasting
- Deal activity history
Customization & Controls
Shape fields, forms, layouts, and permissions around your sales process.
- Email logging
- Call records
- Meeting notes
- Communication timeline
- Linked emails & threads
- Internal comments
- Follow-up reminders
WhatsApp & Lead Channels
Keep conversations connected and bring leads from external channels into the workflow.
- Tasks & to-dos
- Meetings & calls
- Activity scheduling
- Calendar integration
- Overdue reminders
- Team assignments
- Activity reports
Responsive Access
Work from a fast, app-like CRM experience on desktop or mobile.
- Tags & labels
- Customer groups
- Territory management
- Lifecycle stages
- Custom filters
- Saved segments
- Bulk actions
Community-Ready Platform
Extend the CRM with custom data models, scripts, and integrations as your process grows.
- Pipeline summary
- Conversion rates
- Deal velocity
- Lead source analysis
- Rep performance
- Activity metrics
- Forecast reports
Automate
CRM Automation
Let workflows handle the repetitive relationship work.
- Lead assignment rules
- Deal stage updates
- Follow-up reminders
- Email sequences
- Task creation on status change
- Notification on deal won/lost
- Stale deal alerts
- Customer onboarding triggers
- Renewal reminders
Reports Include
Reports & Analytics
Understand your pipeline, customers, and team performance.
- Lead conversion report
- Pipeline by stage
- Deal forecast
- Win/loss analysis
- Lead source performance
- Sales rep activity
- Customer acquisition trends
- Account growth report
- Territory performance
- Communication summary
Why Choose WerkIQ CRM
Single Customer View
Every contact, deal, email, and note in one unified record.
Built for Sales Teams
Pipeline, activities, and forecasting designed for closers.
Easy to Adopt
Intuitive interface that teams actually want to use daily.
Highly Customizable
Custom fields, stages, workflows, and views for your process.
Connected Platform
Works with WerkIQ Sales, Support, and Analytics out of the box.
Scales with Growth
From startup pipelines to enterprise account management.
Integrations
Connect CRM with the tools your team already uses.
Swipe or use arrows to browse integrations
Features
Security & Permissions
Keep customer data secure with enterprise-grade controls.
- Role-based CRM access
- Territory restrictions
- Field-level permissions
- Activity audit logs
- Two-factor authentication
- Single Sign-On (SSO)
- Data export controls
Frequently Asked Questions
Yes. Import leads, contacts, and accounts using CSV or connect via API to migrate from your current CRM.
Turn Relationships into Revenue
Give your team a CRM that keeps every customer interaction organized, actionable, and ready to convert.