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"Workiro naturally and intuitively makes the ‘why’ behind actions easy to see. Where this relates to customer or transaction records it’s automatically there against the record where you need to see it, and you can discuss and add to the conversation right there in NetSuite, in real time."
Workiro provides a unique combination of features that help build exceptional relationships through incredible work.
Capture, organize, manage and store work easily.
Communicate with anyone quickly and securely.
Get work with anyone, in a structured, clear way.
Unlimited E-Signatures with a simple client experience.
Represent your brand with every interaction.
Alerts, reminders & more
Smart nudging and notifications.
Eradicate reliance on traditional tools like email, the misappropriation of new-age tools like team chat, and the insurgence of shadow apps, which only serve to create silos of untracked, unrecorded, inaccessible work.
Mitigate confusion, uncertainty and chasing by leaning on features that enforce clear accountability, clarity and visibility - with everything organised, tracked, recorded and secured, by default.
Make it easier to do the right thing by reducing the effort required to perform (what should be) simple tasks. Avoid the need for cumbersome management and monitoring which wastes time and detracts from critical work.
Forget about copying and pasting activity and data between systems, logging emails, or having to rely on and chase others - just to determine what’s happened, is happening and needs to happen.
Say goodbye to tedious and ridiculous every day occurrences - like the need to create calendar entries or tasks to follow up on work - safe in the knowledge that all your work, and the work of others, is unmissable.
Remove the mundane repetition of doing the same things, over and over again. Get the right things to happen, in the right way, at the right time, with the right people involved, all logged and recorded in the right place, automatically.
Product news, releases and updates about Workiro for NetSuite