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#1 RATED

NextGen CRM

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Wheel

35,000

Merchants

75,000

Teams

4,500

High Schools

GET ON THE

CLOUD

Werk Logix Cloud allows agents to access software and applications from wherever they need, -in “the cloud.” This means that they do not have to worry about things such as storage and power, they can simply use our technology and enjoy the end result.

AWESOME FEATURES

Completely customizable to the needs of almost every type of organization, Werk Logix is packed with powerful features that help you efficiently and effectively manage your business from start to finish.

  • Customer Data Management
  • Reports and Dashboards
  • Sales Performance Management
  • Cloud Call Center
  • Messaging and Email

Customer Data Management

Werk Logix Next Generation CRM provides comprehensive transparency and customer data management capabilities including deduping and scrubbing as well as smooth integration throughout all departments. Sales, customer service, billing, management and administrative support work from the same view of the customer. Information easily flows to the productivity tools that your sales force depends on.

Reports and Dashboards

Easy-to-use analytics dashboards and reporting provide real-time insights about customers, teams, and the business such as seasonality, recurring sales, and regional sales teams. Dig deeper with detailed reports that anyone can create. And access your reports and dashboards from anywhere.

Sales Performance Management

Fast, easy, accurate. Get a real-time view into your team’s forecasts. Track your leads from click to close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars. Get the right sales data at the right time with Data.com. Connect with key decision makers faster. Easily plan territories. Increase sales and marketing productivity with the latest, most accurate data.

Cloud Call Center

Werk Logix cloud contact center software enables agents to be more effective on the phone - so they can sell more and service better. Smart Dialers give agents more time with live prospects. Intelligent Routing gets calls to the right agent and better manage “live transfers”. On-Screen Caller Info puts customer information at their fingertips. And everything is automatically logged to your CRM.

Messaging and Email

Werk Logix allows you to quickly email your critical contacts, from anywhere, offering easily accessible email templates to save time. Agents can create their own templates and message intercompany agents in real time. Sync your contacts, tasks, events and more with our messaging and email software.

Live Transfer Management

Werk Logix power dialer cloud platform allows agents to transfer live transfers and lead profiles to off site agents. Sales managers can view and better account for openers and turning over the sale to the closer team to sell big deals. Expand your off site sales team to reduce costs but maintain control with our robust live transfer managing tools.

Affiliate Relationship Tools

Increase revenues with a better affiliate management platform. Recruit more affiliates and build better relationships that convert into sales. Activate new affiliates and motivate inactive affiliates with multi-channel communication tools. Provide transparency to gain confidence and attract new affiliates. Optimize affiliate opportunities for maximum profitability.

Human Resources Management

The world of HR is complex. That’s why we built a flexible platform for the entire Human Resources Management (HRM) system — to let you use the tools you need, not just the ones we provide. Streamline hiring, onboarding, and employee records management through a single online dashboard. Record disciplinary action, manage time off and benefits, and much more.

Customer Service Management

Werk Logix Support is a great simple system for tracking, prioritizing, and solving customer support tickets to help maintain long lasting relationships. Werk Logix puts all your customer information in one place, so that communication between agents, customers and clients is efficient, relevant, and accurat.

Incentive Compensation Capabilities

There are many steps to processing incentive pay including aggregating data from multiple modules, relating information across multiple sources, applying rules criteria and distributing reports and analytics. Werk Logix robust suite of tools let’s you fully automate every step of the process. Anything from automated imports at intervals you specify to processing and distribution of results.

Billing & Collections

Reinvent the way you drive revenue, engage with customers, and grow your business with Werk Logix Quote-to-Cash applications. Werk Logix helps companies of all sizes bring a special blend of domain expertise and personalized support to tackle the most complex billing and collections challenges. With the most complete and innovative Quote-to-Cash solution on the market, and the broadest network of expertise world-wide, we help you solve your hardest problems today, and scale with you as you continue to grow.

Project Management

Werk Logix project management tools help teams manage projects from start to finish. It’s the easiest way to break down goals and ideas into actionable tasks, assign that work to teammates, and communicate to move projects forward. It’s free to use, simple to get started, and powerful enough to run your entire business.

Opportunity Management

Werk Logix offers opportunity management tools that are cloud-based and makes the qualifying, commitment, implementation and tracking processes easy to use and easy to set up. Many people worry that the implementation of an opportunity management tool will mean a steep learning curve and arduous new steps added to their already chaotic day. Our solutions are hosted and accessible online that you can hit the ground running with.

Advance Search

Now it’s easier to custom search leads based on objects, statuses, users and much more. Quickly find what you’re looking for, share it securely, and even subscribe to receive alerts when something changes. Give your team the power to dive into custom pipelines to be more effective, efficient and productive.

Payroll Management

Our accounting and payroll software is priced for the smallest of small businesses. There are no hidden fees. No long-term contracts. No penalties. No hassles. Our servers are in a secure data center protected by redundant firewalls and sophisticated encryption techniques. We are tested, audited, and bonded, and we guarantee our accuracy for our accounting and payroll calculations.

WHY CHOOSE IT

Werk Logix Next Generation CRM software is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back-end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer's known history and prior interactions with your business.

  • VALUABLE

    Generate more sales and reload customers with high-conversion solutions that help you maximize ROI & increase revenue.

  • AFFORDABLE

    Powerful & professional sales and operations management tools & services are now affordable for businesses & individuals on any size budget.

  • EASY SET UP

    Setup is easy & installations take just a few minutes. Our conversion experts will take care of all of the heavy lifting for you.

NEED MORE PROFIT?

If you’re looking for a Total Business Management System, give us a call! Our office is located in sunny San Diego, CA and we love helping businesses succeed.

PRICING PLAN

BASIC

Set Up: $2,495
$149 Monthly (Per Agent)
Users: Up To 5
2GB storage per user

  • Sales Management

  • Marketing Management

  • Operations Management

  • Contact Management (Unlimited)

  • Merchant Management (Unlimited)

  • Organization Management (Unlimited)

  • Agent Management (Unlimited)

  • Human Resources Management

  • Affiliates Manager (Unlimited)

  • Leads Management (Unlimited)

  • Deals & Orders (Unlimited)

  • Custom Branded Invoice

  • Billing and Auto Invoicing

  • Payments Processing

  • Collections Management

  • Email Management

  • Email Templates (Unlimited)

  • Messaging & Chat

  • Documents Management

  • Project Management

  • Contracts Management

  • Power Dialer

  • Dynamic Reports & Stats

  • Advance Search

  • EZ Maps

  • Marketing Management

  • Live Chat & Email Support

  • Unlimited Long Distance!

  • Dedicated Local Phone Number

  • Ring Group Management

  • Surveys (Unlimited)

  • Operations Control Management

  • Reload Management

ENTERPRISE

Set Up: $9,995
$149 Monthly (Per Agent)
Users: Up To 50
10GB storage per user

  • Sales Management

  • Marketing Management

  • Operations Management

  • Contact Management (Unlimited)

  • Merchant Management (Unlimited)

  • Organization Management (Unlimited)

  • Agent Management (Unlimited)

  • Human Resources Management

  • Affiliates Manager (Unlimited)

  • Leads Management (Unlimited)

  • Deals & Orders (Unlimited)

  • Custom Branded Invoice

  • Billing and Auto Invoicing

  • Payments Processing

  • Collections Management

  • Email Management

  • Email Templates (Unlimited)

  • Messaging & Chat

  • Documents Management

  • Project Management

  • Contracts Management

  • Power Dialer

  • Dynamic Reports & Stats

  • Advance Search

  • EZ Maps

  • Marketing Management

  • Live Chat & Email Support

  • Unlimited Long Distance!

  • Dedicated Local Phone Number

  • Ring Group Management

  • Surveys (Unlimited)

  • Operations Control Management

  • Reload Management

  • Advanced User Management

  • Advanced Admin Management

  • Custom Account Configuration

  • Spyder Technology

  • Contract Templates (Unlimited)

  • Implementation Training (up to 16 hrs)

YOUR BUSINESS FROM START TO FINISH

Werk Logix Next Generation CRM was designed by CEO's, Operations Managers, Sales Managers and Leaders, Billing and Collections Managers, Customer Service Managers, Marketing Gurus and Technology Maniacs.

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GET IN TOUCH

PHONE

(800) 510 9975

ADDRESS

501 W Broadway
Suite 800
San Diego, CA 92101

EMAIL


support@werklogix.com

Keep in touch with us