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THE FULL WORKBIE CAPABILITY CATALOGUE

Workbie features.
One connected business.

Workbie brings your customers, sales, marketing, staff, projects, operations, communications, documents, finance, reporting and AI together in one connected business platform.

Instead of relying on separate applications, spreadsheets, inboxes and databases, your teams work from the same secure source of information. Workbie can be configured around your organisation, processes and industry, giving you the structure of a complete business system without forcing you into a rigid, one-size-fits-all way of working.

Run your business. Automate your business. Improve your business.

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14 connected business areas281 detailed capabilitiesYour way. Configured around your organisation
14 of 14 areas
BUSINESS AREA 01

Business Command Centre, Reporting and Intelligence

See what is happening across your entire organisation from one place.

Executive Command Centre with live business-wide KPIs.
Role-based dashboards for owners, managers, departments and teams.
Sales, revenue, customer, workload and operational performance dashboards.
Warnings for overdue work, missed SLAs, exceptions, risks and actions requiring attention.

What this means for your business

Gives business owners one clear view of the organisation.
Replaces manually assembled management spreadsheets and departmental reports.
Highlights risks and opportunities before they are missed.
Helps managers make faster decisions using live operational information.
Creates one consistent source of truth across the business.
BUSINESS AREA 02

Customers, CRM and Relationship Management

Keep the complete customer relationship in one connected record, from first enquiry through to long-term account management.

Central records for organisations, customers, prospects and leads.
Complete lead-to-prospect-to-customer lifecycle.
Multiple contacts, addresses and locations for each organisation.
Customer ownership and account-management responsibilities.

What this means for your business

Gives every authorised team member a complete view of the customer.
Prevents information being duplicated or lost across departments.
Improves handovers between marketing, sales, operations, accounts and support.
Helps staff provide faster, more personal service.
Preserves the complete commercial and service history of every relationship.
BUSINESS AREA 03

Sales, Quotations and Revenue Growth

Give your sales team a consistent, measurable process while retaining the flexibility to sell different services in different ways.

Configurable sales pipelines and opportunity stages.
Multiple pipelines for different services, products, teams or markets.
Opportunity values, expected close dates and probability tracking.
Sales ownership, team assignment and activity history.

What this means for your business

Creates a repeatable process without removing sales-team flexibility.
Reduces missed follow-ups and inconsistent sales activity.
Makes pipeline forecasts more reliable.
Speeds up quotation, approval and conversion.
Shows which activities, sources and campaigns generate revenue.
BUSINESS AREA 04

Marketing, Campaigns and Lead Generation

Connect marketing activity directly to the customer journey and sales results.

Marketing audiences and customer segmentation.
Campaign creation and management.
Email campaigns and communication templates.
Multi-step campaign journeys and nurture sequences.

What this means for your business

Removes the gap between marketing activity and the sales pipeline.
Makes it easier to understand which campaigns create genuine opportunities.
Reduces manual handling of website enquiries and campaign responses.
Helps teams deliver timely and relevant follow-up.
Keeps consent, customer data and campaign history together.
BUSINESS AREA 05

Workbie AI Workforce and Intelligent Assistance

Use controlled AI agents to perform useful work across your business, not simply answer questions.

Workbie AI Assistant available within the platform.
Permission-aware answers based on authorised business information.
Search, summaries and explanations across Workbie data.
Draft emails, messages, documents, reports and customer responses.

What this means for your business

Reduces repetitive administrative work.
Allows employees to focus on customers, decisions and higher-value activity.
Provides AI assistance using the organisation's actual processes and authorised information.
Maintains human control through permissions, budgets, approvals and audit trails.
Makes AI measurable as part of day-to-day operations.
Meet your Workbie AI Team
BUSINESS AREA 06

Workflow Automation, Approvals and SLAs

Turn repeatable business processes into controlled automated workflows.

Visual drag-and-drop workflow builder.
Triggers, conditions, actions and branching logic.
Automated record creation and updates.
Cross-module workflows.

What this means for your business

Reduces repetitive administration and manual handoffs.
Creates consistent processes across teams and locations.
Makes responsibilities, deadlines and approvals visible.
Reduces reliance on memory, inboxes and individual working methods.
Allows processes to change without commissioning bespoke development every time.
BUSINESS AREA 07

Tasks, Projects, Jobs and Operational Delivery

Plan, allocate and monitor work from initial request through to completion and profitability.

Personal, team and departmental tasks.
Assignment, ownership, priorities, statuses and due dates.
Recurring tasks and automatic task generation.
Comments, notes, attachments and activity history.

What this means for your business

Makes work visible and accountable from beginning to end.
Connects operational activity to the relevant customer and commercial information.
Helps teams balance capacity and avoid missed deadlines.
Gives management a live view of delivery, risk and profitability.
Replaces disconnected task lists, spreadsheets and project updates.
BUSINESS AREA 08

Finance, Invoicing, Payments and Accounting

Connect the commercial journey from quotation through to payment and accounting.

Products, services, pricing and tax information.
Customer-specific commercial terms and pricing.
Quote-to-invoice conversion.
Invoice creation and email delivery.

What this means for your business

Reduces duplicate entry between sales, operations and accounting.
Speeds up invoicing and payment collection.
Gives teams visibility of the customer's commercial position.
Connects operational performance to revenue and profitability.
Makes financial controls part of the same business process.
BUSINESS AREA 09

Communications, Service and Customer Experience

Keep communication connected to the customer, work and service history.

Central customer communication history.
Email integration and transactional email delivery.
Resend integration and delivery tracking.
SMS communication, notifications and reminders.

What this means for your business

Gives staff the context needed to respond confidently.
Reduces time spent searching multiple inboxes and systems.
Improves response consistency and service-level performance.
Turns customer feedback and complaints into managed, measurable processes.
Builds a clearer picture of the overall customer experience.
BUSINESS AREA 10

Customer Portal, Digital Forms and Electronic Signatures

Give customers secure self-service access while reducing routine administration for your team.

Secure, branded customer portal.
Customer-specific access and permissions.
View and approve quotations.
View invoices and make payments.

What this means for your business

Gives customers convenient 24/7 access to information and actions.
Reduces calls, emails and manual document handling.
Accelerates quote approval, onboarding and contractual processes.
Creates a more professional and consistent customer experience.
Keeps every digital interaction connected to the customer's history.
BUSINESS AREA 11

Documents, Knowledge and Data Extraction

Organise business documents and turn unstructured information into usable data.

Central document management.
Documents linked to customers, projects, jobs, tasks and other records.
Secure document permissions and controlled sharing.
SharePoint document integration.

What this means for your business

Reduces time spent searching for documents and answers.
Converts information trapped inside files into structured business data.
Improves consistency by giving staff access to current approved procedures.
Reduces manual document entry and processing errors.
Protects sensitive information through role-based access and retention controls.
BUSINESS AREA 12

Integrations, APIs and Data Migration

Connect Workbie to the services your organisation already uses and make moving data straightforward.

Secure standard Workbie API.
API keys and permission controls.
Webhooks and event subscriptions.
Developer documentation and test tools.

What this means for your business

Allows Workbie to become the connected centre of the business rather than another isolated application.
Reduces the disruption and cost of moving away from legacy systems.
Protects existing technology investments where replacement is unnecessary.
Gives developers and approved partners a controlled way to extend the platform.
Improves reliability through proper integration monitoring and retry handling.
More about connecting your systems
BUSINESS AREA 13

No-Code App Builder, Configuration and Multi-Company Management

Adapt Workbie as your organisation, services and processes evolve.

Workbie App Builder for creating custom mini-applications and modules.
Custom forms, fields, record types and layouts.
Configurable statuses and business rules.
Department-specific screens and workspaces.

What this means for your business

Adapts to the organisation without requiring a new system for every process.
Allows businesses to introduce new services and departments more quickly.
Reduces long-term dependence on bespoke software development.
Supports business groups while maintaining appropriate separation and control.
Gives customers a platform that can grow with them.
BUSINESS AREA 14

Mobile Working, Security, Governance and Reliability

Give office, remote and field teams secure access while maintaining control, resilience and accountability.

Mobile-first access from phones and tablets.
View customers, tasks, projects and jobs in the field.
Update work status and complete assigned activities.
Capture photographs, notes, forms and signatures.

What this means for your business

Makes Workbie useful wherever the work takes place.
Protects business and customer information with controlled access.
Provides accountability for important actions and changes.
Gives administrators clear oversight of users, automation, AI and integrations.
Supports a dependable business platform with monitored services and tested recovery processes.
Security and data in detail
AN ILLUSTRATIVE CONNECTED WORKFLOW

The Power of One Connected Platform

The real value of Workbie is not one individual feature. It is how every part of the business works together.

Enquiry & lead
Triage & follow-up
Quote & approval
Job & delivery
Invoice & payment
Feedback & insight

A website enquiry can automatically become a lead. Workbie can validate and route it, assign the correct sales playbook, create follow-up tasks and begin a marketing journey. An AI sales administrator can prepare a summary, research the opportunity and draft the initial response.

When the prospect is ready, the same record can progress into a quotation and approval process. The customer can approve and sign electronically through the portal. Workbie can then create the project or operational job, allocate tasks, store documents, trigger communications and monitor SLAs.

Once the work is complete, Workbie can generate the invoice, collect payment, update the accounting system, request feedback and include the entire outcome in management reporting.

Throughout the process, the customer, communications, documents, work, financial information, automation and AI activity remain connected to the same business history.

SHAPED FOR YOUR SECTOR

Industry-Specific Workbie Solutions

Workbie combines the same powerful Core platform with specialist screens, records, workflows, dashboards, forms, reports and AI agents for different industries.

Garage Management

Customer and vehicle records.
Garage-specific jobs and operational workflows.
Quotations, documents and customer communications.
Work scheduling and task management.
Industry-specific dashboards, reporting and automation.

Salon Management

Customer and appointment-related records.
Salon services and operational workflows.
Customer communication and marketing.
Forms, tasks, reminders and service history.
Industry-specific dashboards and reporting.

Nursery Management

Nursery-specific customer and operational records.
Documents, forms and communications.
Tasks, workflows and controlled access.
Industry-specific processes, dashboards and reporting.

BookAgent

Specialist book and agent processes.
Customer, contact and relationship management.
Document and communication management.
Configurable workflows and reporting.

Referral Management

Referral sources and connected relationships.
Referral status and outcome tracking.
Automated follow-up and communications.
Reporting by source, value and conversion.

Configurable Industry Packs

Workbie can combine its Core capabilities with specialist modules, dashboards, forms, workflows, integrations, automations and AI Teams to create a solution that reflects the language and daily processes of a particular industry.

Benefits

Customers see a system relevant to their business rather than a generic software package.
Industry workflows can be standardised without losing configurability.
Specialist functionality still benefits from the complete Workbie platform.
New industry solutions can be built without creating disconnected systems.
Explore your industry
ROOM TO EVOLVE

Bespoke Workbie Solutions and Development

Where a standard configuration does not cover a specialist requirement, additional functionality can be developed within the connected Workbie environment.

Capabilities

Bespoke Workbie modules and applications.
Client and industry-specific workflows.
Specialist integrations.
Custom dashboards and reports.
Data migration and transformation.
Automation design.
AI Team and agent configuration.
Specialist portals, documents and operational processes.

Benefits

Specialist requirements remain connected to the main business platform.
Reduces the risk of creating another isolated application or database.
Gives organisations a practical route from standard product to tailored solution.
How Workbie Development works

The Workbie Development Team assesses requests for feasibility, security and business fit before agreeing scope, testing and release.

DEPTH WITHOUT DISCONNECTED SYSTEMS

Why Choose Workbie?

Run your business

Manage customers, leads, sales, quotations, finance, projects, jobs, tasks, documents, communications and operations from one platform.

Automate your business

Use workflows, AI agents, approvals, SLAs, notifications and integrations to reduce repetitive administration and keep processes moving.

Improve your business

Use live dashboards, advanced reporting, forecasting and AI-powered management intelligence to understand performance and identify what needs attention.

Configure it around your organisation

Choose and configure the modules, forms, dashboards, permissions, workflows and AI capabilities that support the way your business operates.

Replace disconnected systems

Reduce the number of applications, spreadsheets, databases and manual processes required to run the organisation.

Give AI useful work to do

Deploy controlled AI Teams with defined roles, instructions, permissions, budgets, work queues, approval rules and audit history.

Keep people in control

Use permissions, approvals, escalation rules, governance controls and complete audit history to maintain oversight where it matters.

Grow without starting again

Add users, companies, modules, processes, integrations, applications and AI capabilities as the organisation develops.

Deliver a better customer experience

Give customers faster responses, consistent communication and convenient digital self-service through one connected platform.

Workbie

One platform. Your business. Your way.

Workbie connects the people, customers, processes, information, automation and AI that keep a modern business moving.

Explore pricing and optional add-ons
A BETTER WAY STARTS WITH A CONVERSATION

Let us find what’s slowing your business down.

Get a £995 Business Workflow Audit, free. We’ll map how work really flows through your business, identify where time and money are being lost, and show you what we’d fix first.

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Choose Workbie — because it’s easier.

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