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What is Workbie?

Software Advance presents a groundbreaking business management solution called Workbie, which functions as a modular and highly adaptable CRM and Business Management Suite. This platform is designed to meet the diverse needs of various sectors, such as gyms, bars, real estate management, manufacturing, and nurseries, by effectively incorporating vital functions like sales, procurement, accounting, human resources, and workflow automation. Additionally, Workbie provides seamless integrations with well-known tools like Xero and SumUp, and includes a user-friendly no-code form builder that facilitates the rapid development of customized workflows. By utilizing Workbie, organizations can boost their operational efficiency, reduce manual workloads, and gain comprehensive insights, all while enjoying a platform that is tailored to their unique requirements. Ultimately, the adoption of Workbie can lead to a remarkable transformation in the way businesses function and manage their workflows, empowering them to thrive in a competitive landscape. With its extensive capabilities, Workbie stands out as a vital asset for companies seeking to innovate and streamline their operations.

What is Microsoft Dynamics 365?

Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape.

Media

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Media

Integrations Supported

Integrations Supported

Accelerant InfoMiner
Apptricity Inventory Management
ClayHR
Covasant SERAA
FIESA
Inogic Business Process Checklist
Inogic SharePoint Security Sync
MAXMA
Malbek
Microsoft Dynamics 365 Project Operations
Mobly
PBXware
Phocas Software
Plecto
Purple
Resco Inspections+
Velostics
Vergo
ebCard

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$190 per user per month

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Software Advanced

Date Founded

2010

Company Website

www.workbie.com

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com

Categories and Features

Business Management

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

AI ERP

Not specified

Automotive ERP

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator

Budgeting

Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Department / Project
Profit / Loss Statement
Project Budgeting

Business Intelligence

Not specified

Business Management

CRM
Inventory Management
Marketing Management
Scheduling
Time & Expense Tracking

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Healthcare ERP

Not specified

Lead Generation

Lead Capture
Lead Database Integration
Prospecting Tools

Medical Accounting

Not specified

Sales Force Automation

Call Management
Campaign Management
Commission Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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