Lead Management
Capture and qualify prospects from every channel.
- Lead database
- Lead capture forms
- Lead sources & campaigns
- Lead scoring
- Qualification status
- Lead assignment rules
- Duplicate detection
- Convert lead to deal
WerkIQ CRM
Build Stronger Customer Relationships
Track leads, manage contacts, nurture deals, and keep every customer conversation in one place. WerkIQ CRM gives your team the visibility and tools to convert prospects, retain customers, and grow relationships at scale.
Relationships That Drive Revenue
Your customers deserve more than a scattered contact list.
WerkIQ CRM centralizes leads, accounts, contacts, deals, and communication history so sales and account teams always know who they're talking to, what was discussed, and what happens next.
Everything You Need in a Modern CRM
Contact Management
Keep every person and company organized.
- Contact profiles
- Multiple contacts per account
- Roles & job titles
- Phone & email records
- Address management
- Social profile links
- Document attachments
Customer Accounts
Manage companies and customer relationships.
- Account profiles
- Industry & territory
- Account hierarchy
- Customer segmentation
- Account ownership
- Relationship mapping
- Account activity timeline
Deal Pipeline
Track opportunities from first touch to close.
- Visual sales pipeline
- Custom deal stages
- Deal value & probability
- Expected close dates
- Win/loss tracking
- Pipeline forecasting
- Deal activity history
Communication Tracking
Never lose context on customer conversations.
- Email logging
- Call records
- Meeting notes
- Communication timeline
- Linked emails & threads
- Internal comments
- Follow-up reminders
Activities & Tasks
Stay on top of every next step.
- Tasks & to-dos
- Meetings & calls
- Activity scheduling
- Calendar integration
- Overdue reminders
- Team assignments
- Activity reports
Customer Segmentation
Target the right customers with the right message.
- Tags & labels
- Customer groups
- Territory management
- Lifecycle stages
- Custom filters
- Saved segments
- Bulk actions
CRM Analytics
Measure pipeline health and team performance.
- 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.