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Description
Revenue CRM is a web-based platform designed for managing customer relationships within B2B sales teams, agencies, SaaS resellers, contractors, and educational institutions. This tool consolidates contacts, companies, deals, marketing, sales, and customer success activities into unified records, with various editions customized for distinct workflows. Its AI capabilities can convert images of business cards, handwritten notes, and voice memos into preliminary records, summaries, and actionable follow-ups for user approval. The platform boasts 175 preconfigured RevOps automations, along with tools for pipeline management, forecasting, email marketing, task management, and tracking customer success. Integration capabilities are robust, featuring REST API, GraphQL, an MCP server, outbound webhooks, and compatibility with services like HubSpot, Notion, Google, LinkedIn, and Stripe. Administrators benefit from role-based permissions and audit logs, which facilitate efficient management of access and modifications. Furthermore, the user interface is accessible in multiple languages, including English, Japanese, and Traditional Chinese, catering to a diverse global audience. This comprehensive approach ensures that teams can efficiently collaborate and streamline their operations for better outcomes.
Description
WRKZY consolidates shared conversations from WhatsApp and email, along with contact and company information, sales pipelines, catalogs, quotes, campaigns, tasks, and workflow automation into a single, organized workspace. This platform enables teams to assign conversations, maintain a comprehensive customer history during transitions, link commercial activities to the relevant messages, and ensure clarity regarding the next actions and responsible individuals. Tailored for B2B sales, customer support, success, and operations teams, it enhances collaboration and efficiency. Additionally, the integration of AI facilitates the creation of summaries, drafts, and useful suggestions, while users retain oversight and accountability for the ensuing actions.
Key features include shared WhatsApp and email conversations, team inboxes with ownership and routing options, detailed contact and company records, controls for conversation status, priority settings, follow-up reminders, and SLA management. It also offers configurable sales pipelines, product and service catalogs, streamlined quote creation, buyer-review workflows, WhatsApp and email marketing campaigns, and robust workflow automation capabilities. Furthermore, the AI-assisted summaries help in distilling essential information, making it easier for teams to stay informed and proactive.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Google
Yes
Chatwork
Yes
HubSpot CRM
Yes
LinkedIn
Yes
Microsoft 365
No
Model Context Protocol (MCP)
Yes
Notion
Yes
Slack
Yes
Stripe
Yes
WhatsApp
No
Integrations
Google
Yes
Chatwork
No
HubSpot CRM
No
LinkedIn
No
Microsoft 365
Yes
Model Context Protocol (MCP)
No
Notion
No
Slack
No
Stripe
No
WhatsApp
Yes
Pricing Details
¥3,000/user/month
Free Trial
Yes
Free Version
No
Pricing Details
₹1,000/user/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Consilegy
Founded
2025
Country
Japan
Website
consilegy.com/en/crm/
Vendor Details
Company Name
WRKZY
Country
India
Website
www.wrkzy.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No