Interactive Tutorials

Learn WerkFox in minutes.

Watch animated walkthroughs of real WerkFox screens. No video, no signup — just click play.

CRM

Add a new lead

See how to create a lead in the CRM pipeline — from clicking “New Lead” to seeing it in your Kanban board.

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app.werkfox.com/admin/crm/leads
WerkFoxWerkFox
Acme Corp
VP
OverviewLeadsOpportunitiesActivitiesContactsCustomers
Search or add filter...
New4
Patel Manufacturing
CNC Parts Division
₹1,20,000
HOT
PM
Shah Industries
Auto Components
₹80,000
WARM
SI
Contacted3
Gupta Textiles
Fabric Division
₹45,000
WARM
GT
Qualified2
Kumar Auto Parts
OEM Supply
₹2,10,000
HOT
KA
Proposal2
Reddy Steel Works
Structural Steel
₹95,000
WARM
RS
Won1
Mehta Plastics
Injection Molding
₹1,55,000
CLOSED
MP
CRM

Move a deal through pipeline

Drag a deal from one stage to the next — watch Gupta Textiles move from Contacted to Qualified.

1
2
3
app.werkfox.com/admin/crm/leads
WerkFoxWerkFox
Acme Corp
VP
OverviewLeadsOpportunitiesActivitiesContactsCustomers
Search or add filter...
New4
Patel Manufacturing
CNC Parts Division
₹1,20,000
HOT
PM
Shah Industries
Auto Components
₹80,000
WARM
SI
Contacted3
Gupta Textiles
Fabric Division
₹45,000
WARM
GT
Qualified2
Kumar Auto Parts
OEM Supply
₹2,10,000
HOT
KA
Proposal2
Reddy Steel Works
Structural Steel
₹95,000
WARM
RS
Won1
Mehta Plastics
Injection Molding
₹1,55,000
CLOSED
MP

More tutorials coming soon

ERP

Create a sales order

Coming soon

ERP

Generate GST invoice

Coming soon

Inventory

Add stock to warehouse

Coming soon

Production

Create a work order

Coming soon

Dashboard

Read your analytics

Coming soon

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