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• Real-time chat integrated into NetSuite
• Eliminate the need for third-party communication
• Store relevant conversations directly to NetSuite records
• Send private messages to your team from within NetSuite
Communicate directly with vendors, partners and customers on NetSuite records or privately. Easily share and discuss documents and contracts with a clear audit trail of all communication.
✓ Real-time messaging
✓ Read receipts
✓ Templates
✓ Custom branding
✓ Intelligent notifications
✓ Smart classification
✓ Audit history
✓ Legal retraction
✓ External use
✓ Team visibility
✓ Quick replies
✓ Security and encryption
"Workiro helps us track and manage our communication with clients"
On record
Conversations can be recorded, controlled and accessible straight from corresponding NetSuite records, as well as in the Workiro app. Read notifications ensure everyone has visibility of what has been seen, whilst the pause function enables expectations to be managed.
Off record
Private conversations can be made within your NetSuite dashboard by creating a thread and selecting the relevant parties. Meaning even internal discussions can all be stored within your central NetSuite system. You can also start a thread from the Workiro mobile app, for conversations on the go.
Documents
Send and request documents within NetSuite and use Workiro threads to collaborate or discuss the work in progress.
Shared Tasks
Assign clear tasks and communicate with anyone involved from your NetSuite dashboard.
E-Signatures
Effortlessly stay on top of signature tasks from your NetSuite dashboard, and easily query or discuss the progress.
The Workiro SuiteApp is more than an instant messaging solution for NetSuite. We help to facilitate the every day processes, tasks and communications of NetSuite users by removing the silos of information and providing one source of truth, allowing you and your team to focus on more meaningful work.
Learn more about the Workiro SuiteApp→SUBSCRIBE To OUr Newsletter
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Work with documents, get any work done, and communicate in a way that truly matters.
