Available integrations: HubSpot, SalesForce, Odoo

Your CRM Knows the Answer. Worqlo Gets It to You in Seconds.

Worqlo connects to your CRM and lets leaders see, decide, and act in one chat — track pipeline health, manage reps, and automate actions instantly.
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What’s our win rate this quarter
Remind Mina and Alex to follow up
Show pipeline trend by region

The Next-Generation Enterprise Workflow

Today’s CRMs and dashboards show data but Worqlo turns
that data into actions
.

Ask anything about your business and act on it
instantly. No dashboards, no delays

See It. Act On It. Trust It.

See It Now

Ask natural questions about pipeline coverage, deal velocity, or forecast accuracy across Salesforce, HubSpot, Zoho, or Odoo.

Trust the Outcome

Deterministic workflows + audit trails ensure every action is traceable, consistent & secure.

Act in Context

Reassign stalled deals, ping idle reps, or update next steps right in chat.

Deploy Your Way

Run Worqlo privately in your VPC, cloud, or on-prem with trainable model options as you scale.

See What Worqlo Actually Does

See how your private data drives better decisions – without leaving your environment

See Worqlo agents solving real use cases
Explore how private data powers better decisions
Get a clear view of impact, adoption, and ROI
Understand how we secure and manage your data

Key Use Cases

  • Pipeline Visibility

    Get instant answers and trend visualizations.
  • Deal Management

    Identify stalled opportunities, reassign owners, and trigger follow-ups automatically.
  • Rep Performance and Coaching

    Track quota attainment, activity patterns, and response times.
  • Automated Briefings

    Receive proactive summaries in Slack, email, or chat.

What Worqlo Enables

Action Type Examples Response Interface
Conversational Insight “What’s our win rate?” “42%, up 5% from last quarter.” Web / Mobile / Smartwatch
Notification “Alert me on inactive $50K deals.” “Workflow created. Alerts will be sent when triggered.” Slack / Email
System Action “Assign Acme to Julia.” “Assigned. Follow-up set for tomorrow.” Web / Mobile
Data Visualization “Show pipeline trend by region.” Chart of EMEA vs NA. Web
Workflow Definition “Auto-assign German leads to Julia.” “Automation ready and enabled.” Web / Mobile

News, Events & Insight

Dave and Sajli b Dave and Sajli
On-Demand Apr 15 2026

Why New Revenue Tolls Will Reshape the Industry

Yet inside many organizations, the reality looks different: The problem is not that enterprises lack ambition. The problem is that most approach AI the wrong way.

Watch Now

Setup & Control

Your IT team gets a dedicated console to manage users, permissions, and integrations—keeping everything secure and easy to maintain.

Ready to Talk to Your Business?

Worqlo is now in private beta. Request your demo today and be among the first revenue teams to replace dashboards with real-time, conversational intelligence across Salesforce, HubSpot, Zoho, and Odoo.
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01

What is Worqlo?

Worqlo is the next-generation conversational workflow suite for revenue teams. It connects to your CRM and lets leaders manage pipeline, deals, and teams through one simple chat turning questions into instant, auditable actions.
02

Who is Worqlo built for?

Worqlo is built for organizations that need a powerful AI workspace without giving up control of their data. It is especially well-suited to enterprises in regulated industries, IT and operations teams, sales leaders, and any team that relies on documents, data, and structured workflows.
03

What problems does Worqlo solve?

Worqlo reduces time spent on admin work, searching for information, switching tools, or waiting for updated reports. Instead of navigating dashboards or asking someone else to pull data, you get answers and actions in one ongoing conversation.
04

What actions can Worqlo perform?

Worqlo can answer questions, generate presentations and reports, analyse spreadsheets, create and manage projects, schedule recurring tasks, act on forwarded emails, trigger workflows, send alerts, update CRM records, and visualize data — all through natural conversation.
05

How is Worqlo different from chatbots like Moveworks or Dashworks?

It goes beyond answers—Worqlo performs verified business actions in your systems with controls, policies, and audit logs.
06

Can Worqlo automate workflows?

Yes. Events or chat requests trigger flows for lead routing, deal updates, follow-ups, and briefings—approvals configurable.
07

Is Worqlo secure for enterprise data?

Encryption, SSO/Okta, RBAC, least-privilege access, and detailed audit logs. Private VPC/on-prem options available.
08

What integrations are available?

Salesforce, HubSpot, Slack, Power BI, Zoho, SAP, DocuSign, Salesloft, Gong, Microsoft Teams, Snowflake, Okta, PandaDoc, and more via API.
09

When will Worqlo be available?

In private beta now. Request a demo to join early access.
10

Can Worqlo expand beyond Sales?

Yes—agents and flows extend to Marketing, CS, Finance, and Ops anywhere your tools expose APIs or SQL.