Sales automation with AI
Leads, prospecting, CRM, quotes and follow-up: Workix answers every opportunity and follows up until the deal closes.
Use cases
What Workix automates in Sales
Start with one and add the rest on the same platform, with the same data.
01
Lead response and qualification
Answers every lead right away, on the channel it came from, and qualifies it against your criteria before handing it to a rep.
How it works
- 1Receive inquiries from your team’s channels.
- 2Request details and classify interest and priority.
- 3Assign a salesperson and record the opportunity.
What your team gets
Every lead reaches an owner with context.
WhatsApp · Prospect
ExampleProspect
Do you have plans for 50 users?
Workix
Sure! When do you need it?
02
Smart prospecting
Builds prospect profiles from their website and social media, and ranks who to contact first.
How it works
- 1Define target company and contact criteria.
- 2Gather relevant information with sources.
- 3Prepare profiles for salesperson review and outreach.
What your team gets
Prospects with context for the first conversation.
Prospect · Grupo Norte
ExampleWorkix
Distributor with 4 branches. Contact: Operations Department.
03
An always up-to-date CRM
Logs calls, meetings and agreements in your CRM automatically, with a summary of every conversation.
How it works
- 1Link messages and meetings to the opportunity.
- 2Summarize agreements and propose updates.
- 3Record tasks and next contact dates.
What your team gets
A CRM with agreements and next steps.
CRM · OP-2207
ExampleWorkix
Call summarized: they want to start in November. Next step, the demo.
04
Quotes and discounts
Builds the quote from your price list and asks for approval when a discount falls outside policy.
How it works
- 1Check catalog, current prices and terms.
- 2Generate proposals using approved templates.
- 3Request discount approval and record delivery.
What your team gets
Proposals with traceable terms and versions.
Discount · OP-2207
ExampleEvent
12% on the Business plan.
Manager
Approved.
05
Follow-up until close
Sends reminders, books meetings and flags when an opportunity goes cold.
How it works
- 1Schedule follow-up based on customer agreements.
- 2Flag pending documents or decisions.
- 3Hand authorized deal context to operations.
What your team gets
Continuity from sales to delivery.
Follow-up · OP-2207
ExampleWorkix
Reminder sent. Closing call on Thursday at 11:00.
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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