CRM
Manage contacts, deals, pipelines, campaigns, and prospecting.
Managing Contacts
UserCreate, view, import, and manage contacts in the WRRK CRM.
Deals and Pipeline Management
UserTrack deals through customizable pipeline stages with revenue insights.
CRM Dashboard Overview
UserNavigate the CRM dashboard with metrics, charts, and AI insights.
Contact Timeline and Activity Log
UserView and manage the complete interaction history for any contact.
CRM Campaigns
UserCreate and manage email and WhatsApp marketing campaigns.
CRM Prospecting
UserFind, score, and engage new leads with the Prospecting module.
Tasks and Reminders
UserCreate, manage, and track tasks with reminders and recurring schedules.
Calendar and Meetings
UserSchedule meetings, create booking links, and manage your calendar.
Lead Discovery: How it Works
UserHow the agent swarm finds 100s-1000s of qualified leads from any country in 60-180 seconds. ICP Router, Source Discovery, and Cascade Resolver explained.
Find Your First 100 Leads in 3 Minutes
UserStep-by-step: open the Lead Intelligence workspace, run an AI Research prompt, review cards, and bulk-add to CRM. ~3-5 minutes from blank screen to 50+ leads.
Writing Great Lead-Discovery Prompts
UserThe 3-part formula for great prompts (Role + Industry + Geography), examples by ICP shape, common mistakes, and iteration tips.
Understanding Your Sources
UserWhat each of the 8 sources is best at, when the ICP router picks it, what it cannot do, and typical per-query yield numbers.
Reading the Signals
UserWhat each signal type means, where it comes from, and how to quote signals in your outreach for warm-context first emails.
Why Did I Get Few or Wrong Leads?
UserFive most common causes of low-yield or noisy lead-discovery runs — and how to fix each one.