A next step for every opportunity with AI
Prepare prospect profiles, update the CRM and coordinate sales follow-up with the context of every conversation.
Use cases
What Workix automates in Sales prospecting
Start with one and add the rest on the same platform, with the same data.
01
Prepare prospect profiles
Gather relevant public information about target companies. Summarize their activity and potential needs to prepare better-informed conversations.
How it works
- 1Define your target company profile.
- 2Gather information from authorized sources.
- 3Deliver a summary with sources.
What your team gets
Salespeople receive context before outreach.
Profile · Target account
ExampleSales rep
Prepare this account's profile before the call.
Workix
Done: they opened 2 branches this year and are looking for a logistics provider.
02
Keep the CRM current
Record agreements, notes and tasks from conversations your team shares. Link every update to the right opportunity.
How it works
- 1Summarize authorized meetings and messages.
- 2Propose updates for the salesperson.
- 3Record agreements and next activities.
What your team gets
Opportunities with agreements and recent activity.
CRM · Opportunity OP-381
ExampleWorkix
Call notes logged. Next step: proposal on Friday.
Sales rep
Thanks, add the discount we agreed on.
03
Coordinate sales follow-up
Turn agreements into tasks and reminders. Your team defines when to reach out, through which channel and which opportunities need attention.
How it works
- 1Schedule tasks by sales stage.
- 2Prepare messages with customer context.
- 3Flag opportunities missing a next step.
What your team gets
Every opportunity has an action and an owner.
Reminder · Proposal sent
ExampleEvent
5 days without a reply from the prospect.
Workix
Follow-up email sent and a call scheduled for tomorrow.
Keep exploring
Connect this process to the rest of your operation.
Industries
Retail
Coordinate stores, warehouses and sales channels with consistent information. Automate follow-up so teams can handle orders and exceptions with context.
Industries
Insurance
Connect underwriting, claims and service. Each file moves forward with the documents, checks and approvals your operation defines.
Industries
SaaS
You built your app with AI and it already looks good. We add payments, users, data and infrastructure so it works with real customers.
Book a free demo
Tell us which process takes up most of your time. We'll show you how it would run in Workix, with your rules and your tools.
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