01
CRM & clients
Customer records, history, contacts, and a portal so buyers see quotes and invoices.
A CRM we shape around your business
Leads, quotes, jobs, invoices, a client portal, and reports in one system. We configure it for a factory, a field team, or whatever you run — not the other way round.
Any business
the same core, configured to your process
Factory-ready
paper bags and boxes plant, with a client portal
End to end
from first enquiry to paid invoice and reports
A full CRM and operations system — modules on, off, or renamed to match how you sell and deliver.
One platform. Your workflow.
02
Quotes to cash
Estimates with PDFs, accept/reject links, jobs or orders, invoices, and card payments.
03
Jobs & calendar
Schedule work, assign people, track status, notes, files, and cancellations.
04
Team portal
Office and field staff see their schedule, job details, and can update status on the phone.
05
Stock & costing
Inventory, labour, and cost items per job so you can see margin, not just revenue.
06
Automations
Email and SMS rules, templates, webhooks, and a log of every message sent.
From enquiry to paid invoice
One flow — no copying details between WhatsApp, Excel, and accounting.
Lead or enquiry
A customer asks, books online, or the office logs a lead.
Quote sent
PDF quote with accept/reject; becomes a job or order when approved.
Work in progress
Production, delivery, or a field team — the office sees status live.
Invoice & insight
Bill the client, take payment, read reports by person, product, or day.
Built for more than one industry
WorkWiseSoft started in field operations. It is now a full CRM running in a paper bags and boxes factory — quotes, orders, production follow-up, customer records, and a client portal so buyers can see their quotes and invoices — and it can be fitted to almost any business that sells, delivers, and invoices.
Tell us how you work. We turn the modules on, rename them, and match your process.
See the platform, then talk about your setup
The live demo shows the full product. Manufacturing and other industries are configured per client.