Streamline Account Management with Workiro's Glide Integration
Turn Glide into your ‘single source of accountancy truth’ with Workiro’s advanced enterprise content management integration. Let’s dive into how Workiro can improve your account management:
One Integration, Multiple Tools
Streamline your essential business tools into one application. Avoid the hassle of needing multiple (and costly) third-party apps that can lead to fragmented data.
Save Time with Seamless Glide Integration
Every action in Workiro syncs with Glide, saving you time on tedious admin tasks and preventing duplication with accounting tasks.
Access Workiro’s Features without Leaving Glide
Workiro integrates seamlessly into Glide as a tab, providing direct access to additional productivity features without leaving your CRM.
FAQ’s
Get more from your software
Enhance document management
Store and manage documents securely, with features like version control and collaborative editing.
Streamline communication
Centralise communications, including emails and instant messaging, directly from your existing software.
Automate workflows
Implement automated workflows for tasks such as approvals and document routing, reducing manual intervention.
Ensure compliance
Maintain an auditable trail of all interactions and document changes, aiding in regulatory compliance.
PLUS Workiro gives you native e-signing, automatic email capture, as well as PDF markup and Office 365 Collaboration for increased productivity.
Book a discovery call
Want to find out more about how Workiro works? Book a discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.
