For sales teams

How to assign leads in your sales team so none is left without an owner.

If you run a sales team, Werk organizes your leads with AI: you say each one once, like “Ortega lead, for Diego, call before Friday”, and Werk makes the card with one holder and a due date. Werk tells Diego, and every morning shows you the leads nobody moved. Werk is AI project management for teams on the move.

In short

Each lead is a card with one holder and a due date.
Werk tells the holder on their phone as soon as you say it.
The morning brief shows the leads nobody moved.

Why do leads get lost in the WhatsApp group?

In the group

The lead lands in the group, from the website or a networking event.
Everyone reads it and nobody says it's theirs.
A week later, nobody knows if anyone called.

In Werk

Each lead is a card with one holder.
Werk tells the holder, with a date to call.
The morning brief shows the leads nobody moved.

How do you make sure no lead is left without an owner?

One holder per lead.

One person, named on the card, not the whole group.

A date to call.

Every lead has a due date, so it can't wait forever.

A daily look at what didn't move.

Every morning, the brief shows the leads nobody touched.

Common questions

How does Werk's intelligence help me?

You stop forwarding leads into the group and hoping someone takes them. Each salesperson stops digging through the chat for what's theirs: their leads reach them with a date to call, in their own language. Werk uses AI to turn each lead you say into a card with one holder, ask before handing someone's lead to another salesperson and show you every morning the leads nobody moved.

Does Werk replace my CRM?

No. Werk is not a CRM: it does not keep each client's history or each sale's value. It coordinates the team's daily work: the leads the boss hands out, the visits and the pending proposals, each with its holder and due date. Today it does not connect to any CRM.

Can a lead change hands?

Yes. Say who takes it now. If the card is someone else's, Werk asks before reassigning it.

What does my team need?

Just a phone, iPhone or Android. Whoever coordinates from a computer also has the web app, with an overview of the whole team's work.