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Slash any time spent outside your account by unifying documents, tasks, communication, and electronic signatures.
"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."
One integration plugs the following into your NetSuite account, supplying everything you need to build exceptional relationships through incredible work.
Documents
Capture, organize, manage and store work easily.
Communication
Communicate with anyone quickly and securely.
Shared tasks
Share work with anyone, in a structured, clear way.
Signatures
Unlimited E-Signatures with a simple client experience.
Custom branding
Represent your brand with every interaction.
Alerts, reminders & more
Smart nudging and notifications.
EXTEND
CONTROL.
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.
INCREASE
VISIBILITY.
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.
REDUCE
RISK.
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.
SAVE
TIME.
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.
REDUCE
ADMIN.
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.
FOCUS ON
VALUE.
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.
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Work with documents, get any work done, and communicate in a way that truly matters.