CRMSales
Leads, accounts, deals and quotes, with a price list behind them.
- Create and work leads through to won or lost
- Accounts and the contacts inside them
- Deals on a pipeline you move by stage
Selling time · Industry 08WorkSuite for
WorkSuite for
professional services.
Consultants, accountants and firms that bill for time and paperwork.
Starts with
6 apps to start from
Switched on together from day one. Everything else can be switched on later without moving data.
ProjectsServices
Delivery work with a budget and a record of time spent.
- Projects created and managed
- Tasks created and assigned within them
- Time logged and approved
TasksServices
The to-do side of the work, inside a project or standing alone.
- Tasks with an owner, a due day and a state
- Attached to a project, or not
- Visible on the calendar alongside everything else
InvoicingFinance
Invoices, payments and the money owed.
- Create, edit and issue invoices to customers
- Record payments and allocate them across invoices
- Credit notes and refunds
Documents & OfficeProductivity
Templates that produce paperwork, and editing in the browser.
- Templates designed and published
- Documents generated from a template
- Letterheads, brand assets and document numbering
DriveProductivity
File storage with sharing that is actually enforced — 15 permissions.
- Create, upload, version, rename, move and delete
- Share with people, teams and companies
- Change and revoke other people’s access
Later, when you need them
Switch on more without moving data
Let's talk about your business.
See WorkSuite running with representative data in the apps your industry needs, and get a deployment plan for your companies, people and data.