WorkZeal CRMThe AI CRM that gives you your time back

WorkZeal CRM is the customer-management app inside WorkZeal. It keeps your clients, contacts, tasks, deals and the employee activity log in one place, and links documents, payments and email to each client card. AI agents handle routine work such as finding new leads and writing replies.

Clients: a database of customers, partners and suppliers with a card for each. Tasks: deadlines, checklists and reminders. Deals: orders with amounts, stages, a funnel and invoices. Activity log: who called, wrote and closed what, over any period. Every section has a dashboard, a list and charts.

Five ways: automatically from a web form on your website or through the API; through automation, for example from an incoming email; from a chat conversation in a messenger; by import from an Excel file; or manually with the Add button. A name and a phone number are enough to create a card.

Two ways. Build a web form in Settings, Web forms, and paste the generated code into a website on any platform. Every submission creates a client card with the source, referral, ad campaign and ad type filled in, sends an auto-reply and can start an automation. Or add the chat widget: visitors write in the chat, your team answers from any section of WorkZeal, and the conversation is saved in the client card.

While you fill in a card, a Matches indicator warns you when a similar record exists, based on name, phone and email. You can merge two cards into one from the card or from the list, and the open card stays the main one.

No. The number of clients is not capped by your plan, and there is no limit on data storage volume or the number of records.

Insider is an AI agent that searches the web on a schedule for companies matching your customer profile and adds them to the CRM without duplicates. Lucy is an AI assistant that translates, improves text and searches the internet. Helper, coming soon, answers customer questions in chat strictly from your knowledge base. Every AI step is visible in the log.

Yes. Pick a trigger, such as a client being added or changed with a certain type and status, and choose the actions: send an email or an SMS, create a task or a deal, or change the client status. Scenarios run in about a minute and every completed action is logged. One switch pauses all automation.

Access is set per employee group in Settings. Employees can be limited to their own clients, a department, specific client types, or records they created, with separate rights to view and to edit. Exporting and deleting also require explicit permissions.

Yes. Connect your Google Analytics property in Settings, Marketing, and add the web analytics widget to any dashboard to see visitors, visits, page views and new visitors for a period. The Customer journey report in Analytics then builds a funnel from website visitor to payment, using clients, tasks, deals, documents and finance, and shows the conversion and the stage where you lose the most.

Yes. WorkZeal has an MCP server that connects Claude, ChatGPT, Cursor and other AI tools. You ask in plain words and the model finds, creates and updates companies, deals, tasks and finance records. It has the same rights as the user who connected, and you revoke access with one click in Settings, API.

An omnichannel CRM brings every channel your customers use, such as chat, messengers, email, phone, texting and social networks, into one client card. A customer can message you on WhatsApp, call, then send an email, and your team sees one conversation instead of three. In WorkZeal you can give a teammate access to a work mailbox: they see every client email and reply as themselves or as the owner. Chats can be assigned to a colleague too.

WorkZeal connects WhatsApp, Instagram, Facebook, Messenger and Telegram, email, texting (SMS), phone, a chat widget and your website, and anything else through the API. Conversations land in the client card, and you can create a card right from a chat.

Plans are $15 per user per month, or $10 per user per month when billed yearly. Every account starts with a 14-day free trial of the full product for your whole team.

Yes. Import a list of clients from Excel, use the API, or connect an AI assistant through MCP to help move data. If you would like hands-on help, the WorkZeal team can discuss a migration with you.