Smart, helpful, and fully autonomous
Nothing lost between teams.
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.
Marketing Module
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
Prioritize 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
Customer success milestones and renewal tracking in one place
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.
Built for every industry. Optimized for yours.
Whether you’re in ecommerce, healthcare, education, or travel, Lola delivers personalized, AI-driven customer support at scale.
Ecommerce
Lola boosts sales by answering questions, recommending products, and enabling checkout—all in one seamless conversation.
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Healthcare
Lola securely manages patient communication, appointment bookings, and reminders while maintaining compliance.
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Education
Lola provides 24/7 student support, handles admissions queries, and manages appointment scheduling.
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Real Estate
Lola schedules viewings, qualifies leads, and keeps your pipeline full of automated follow-ups.
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Legal
Lola reduces intake workload by instantly answering FAQs, booking consultations, and triaging cases.
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Everything you want to know
Frequently asked questions
Chat with 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.
