Smart, helpful, and fully autonomous
One system. The whole relationship, in view.
Records, opportunities, and activity update automatically as your team works — so relationships stay current without anyone having to update them by hand.
Core Modules
The foundation of Worktual AI-Native CRM
These AI-Native modules work together as one unified system – powering every function of your business and forming the core of a CRM that runs end to end, automatically.
The record that keeps up with you
Bring customer records, opportunities, activities, and interaction history together in one workspace. Teams see what's happened, what needs attention, and what comes next without piecing it together themselves.
Context first. Answers faster.
Records, opportunities, and history together
Complete interaction history
Relevant information surfaced when needed
From first touch to closed deal, in one place.
Connects marketing engagement with sales opportunities, tracking lead activity through the buying journey and prioritising the opportunities most likely to progress.
Marketing and sales. Finally aligned.
Track lead engagement through the buying journey
Prioritise opportunities most likely to progress
Generate proposals and quotes within the deal workflow
Revenue activity, without the guesswork.
See account history, quote status, and payment activity in the same record as every conversation — so revenue-related decisions are made with the full picture, not a partial one.
Full context. Better decisions.
Account and interaction history in one place
Quote and payment status tracked against the account
Commercial activity visible alongside every conversation
Support and success, without leaving the record.
Track product usage, service requests, and renewal health alongside sales and account history — so product and support teams work from the same customer view as sales.
One record. Every team.
Product usage and adoption visible alongside the account
Support cases and resolution history in the same workspace
Works powerfully on its own. Even better, when connected.
AI-Native CRM runs as a complete solution by itself. Connected to Cognitive Customer Data Platform + Strategic Customer Value Management, it also surfaces churn and renewal risk before they affect revenue; the record doesn't just show history, it flags what needs attention. Connected to every Worktual solution, it's part of the AI Advanced Intelligence Platform, and that's where it performs best
Faster deals. Risk flagged early. Stronger retention.
Moves opportunities forward, on its own
Churn and renewal risk surfaced with Cognitive Customer Data Platform + Strategic Customer Value Management
Strongest pipeline and retention outcomes as part of the full platform
Where This Actually Matters
The small, everyday moments where most systems fall short — a slow reply, a missed follow-up, a request that falls through the cracks between teams. This is what Worktual is built to catch.
Technology & SaaS
From closed deal to delivery without the handoff gap. Automatically create the delivery project, assign resources based on skills and availability, and monitor progress for emerging risks.
Manufacturing
No stalled deal goes unnoticed. Map buying committees, monitor deal velocity, and forecast pipeline health, so nothing stalls because a decision-maker went unseen.
Real Estate
Enquiry to closed transaction, without manual handoffs. Manage leads, property interest, follow-ups and transaction milestones in one customer record.
Telecom
One subscriber view, from onboarding to renewal. Connect onboarding, usage, and service history and renewal activity to identify opportunities and risks early.
Bespoke AI for Industries
Our Advanced AI Solutions are built to tackle real business challenges whether it’s streamlining customer support, improving decision-making, or driving smarter workflows.
Everything you want to know
Frequently asked questions
Chat to us today
Whether you’re scaling a startup/SMB or evolving an enterprise, we’ll help you build bespoke Advanced AI Solutions that keep you ahead, not just today, but tomorrow.
