Modern Sales CRM

Streamline your sales processes with our Modern Sales CRM. Manage leads, nurture relationships, and boost sales efficiency. Empower your sales team to close deals faster and build lasting client connections.



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Modern CRM

Streamlined Sales Management

Our modern CRM is designed to simplify and streamline the entire sales management process. It provides you with a comprehensive platform for managing leads, contacts, and companies all in one place. This centralization is crucial for optimising your sales process and making it more efficient. No more juggling between multiple systems; everything you need for sales is at your fingertips.

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Tailored Sales Approach

Serviceform provides basic Chatbots, Engagement chatbots, and Conversational landing pages (or Full-page chatbots). But our most unique chatbot is the Dynamic chatbot that takes real-time content directly from your web pages (no manual updates!) and puts it inside your chatbot for top-selling personalisation.

Customise your Sales Workflow

One size doesn't fit all in sales. Every business has its unique sales process, and our CRM recognizes this. You have the freedom to customize the CRM to match your specific business needs. This includes creating custom pipelines for managing inquiries, contacts, and companies. Whether you're a startup or an enterprise, our CRM can be tailored to fit your sales process like a glove.

Improved Collaboration

Effective sales management often involves collaboration between team members. Our CRM provides the infrastructure for team collaboration by centralizing customer data and interactions. This means that every team member has access to the same information, ensuring that everyone is on the same page regarding lead status, customer history, and priorities. This level of transparency and collaboration is vital for successful sales operations.

Reports with Real time insights

Generating reports is a breeze with our CRM. You can create detailed reports to track performance, identify areas that need improvement, and celebrate your sales wins. These reports provide you with real time insights, helping you refine your sales strategies and achieve better results.

Templates

Features

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What our customers are saying

Hear from our users who have saved thousands on their Startup and SaaS solution spend.

Worke has transformed the way we manage our business processes. The CRM module has allowed us to streamline our customer management and sales pipelines, resulting in increased efficiency and improved customer relationships. The integrated chat and video platform have made communication and collaboration effortless with our customers. Worke has truly become an indispensable tool for our organization." ✌️

09 November 2023
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Worke's Appointment Scheduler has revolutionized our healthcare practice. It has made appointment booking seamless and convenient for our patients. The automated reminders ensure that our patients never miss an appointment, leading to improved patient attendance and overall satisfaction.

25 October 2023
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Managing our consulting engagements has become seamless with Worke's pipelines feature. We can create customized pipelines tailored to different types of consulting projects. From initial client inquiry to project completion, Worke helps us track progress, assign tasks, and collaborate effectively with our team and clients. Worke's pipelines have greatly improved our project management capabilities and client satisfaction."

12 September 2023
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As a small business owner, Worke has been a game-changer for me. The unified chat and video platform have allowed me to communicate with my clients and team members effortlessly. The project management module has helped me stay organized and track progress on various tasks and projects. Worke has truly simplified my business operations and helped me focus on what matters most - growing my business.

05 August 2023
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News, Tips & Resources about Worke AI

Explore a wealth of knowledge and insights on Worke AI, encompassing news, expert tips, and valuable resources to fuel your AI journey.

Frequently asked questions

Worke is a comprehensive business management platform designed to streamline operations, increase efficiency, and improve customer engagement.
Worke caters to a wide range of industries, including consulting, staffing, software agencies, retail, coaching, legal, accounting, event planning, real estate, beauty & wellness, freelancers, and many more.
Worke offers a variety of powerful features, including automation, chatbot builder, sales CRM, branded scheduling portal, omni-channel live chat, web forms, customizable pipelines, appointment & meeting scheduler, client & project management, invoices, time tracking, task management, knowledge base, and more.
Yes, Worke provides seamless integration with popular tools and platforms such as email marketing services, payment gateways, calendar applications, and project management tools to ensure smooth workflow and data synchronization.
Absolutely! Worke is designed with a user-friendly interface and intuitive navigation, making it easy for businesses to adopt and use the platform without extensive training or technical expertise.
Worke prioritizes data security and reliability. The platform implements advanced security measures, data encryption, and regular backups to safeguard your business information.
Yes, Worke offers customizable features and workflows to adapt to your unique business requirements. You can tailor pipelines, forms, and other elements to align with your specific processes.
Worke provides various tools like chatbots, live chat, and client portals to enhance customer engagement. These features enable instant communication, self-service options, and personalized interactions, improving overall customer satisfaction.
Absolutely! Worke offers dedicated customer support to assist users with any questions or technical issues they may encounter. You can reach out to our support team via email, chat, or phone.
Getting started with Worke is simple. You can sign up for a free trial or contact our sales team to discuss your business needs and explore the best plan options for your organization.
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