Layer 1 — CRM mode

Everything about your business, in one place.

Companies, people, deals, tasks, emails, calendar and documents — structured automatically, not typed in by hand.

Companies & People

Every account, fully profiled.

Contact details, ownership, lifecycle stage and history are kept current without manual data entry.

  • Auto-enriched company & contact records
  • Ownership and lifecycle stage tracked automatically
  • Full activity history in one panel
Company details in Woorker CRM
Deals & Pipeline

See exactly where every deal stands.

Stage, owner and next step are visible at a glance — and Woorker flags what needs attention before it stalls.

  • Stage-based pipeline view
  • Automatic stall detection
  • One-click stage updates
Deal pipeline list
Tasks

Work organized the way your team actually runs it.

To-do, in progress, done — tied back to the account and deal that created them.

  • Kanban and list views
  • Linked to the account automatically
  • Progress rolls up to reporting
Task board
Emails
Emails
Calendar
Calendar
People
People
Documents
Documents
Layer 2 — Business Twin / AI mode

Ask a question. Get a decision-ready answer.

Woorker researches, reasons over your CRM data, and surfaces a specific recommendation — not a generic summary.

Ask Woorker

A starting point for any question about your business.

Research a company, draft a quote, or ask what needs attention today — in plain language.

Ask Woorker
Insights & Recommendations

Not a dashboard. A next move.

Woorker weighs signals across your CRM and market data, then tells you specifically what to do next.

Recommended action — Take Action
Research
Research
Prospecting
Prospecting
Reports
Reports
Insights
Insights
Layer 3 — Action layer

Recommendations don't wait for you to execute them by hand.

Every action Woorker suggests can be run in one click — and it writes straight back into your CRM.

One-click execution

Create records, prepare outreach, schedule meetings.

  • Create CRM records from any context
  • Prepare and queue outreach
  • Schedule meetings against real availability
  • Create tasks and trigger workflows
Add: Contact, Company, Task, Activity