Workflow automation for modern teams
WorXflo > Work Smarter, Flow Faster
Streamline your Workflow
WorXflo™> connects your jobs, people and data into one clear actionable view.
Prefer email? - Sales@WorXflo.com
WorXflo™>
Everything you need to keep work flowing
Rationalise Applications, Replace Spreadsheets, Streamline your data with a single source of truth.
Welcome to WorXflo™>
The Total Business Management Platform for SMEs
WorXflo™> is a comprehensive SaaS platform designed to power every aspect of small to medium-sized business operations — from prospecting and CRM to HR, Projects, accounting and real-time job management.
The platform streamlines workflow across the entire business lifecycle. It starts with lead generation and customer management, then connects seamlessly to operational functions like stock control, job tracking, invoicing, asset handling, and document management — all within a single, integrated system.
WorXflo™> serves as the system of action for your business, where data is entered once and intelligently reused across multiple processes. This dramatically improves efficiency, consistency, control, and compliance.
By centralizing business functions, WorXflo™> empowers SMEs to achieve levels of customer growth, employee engagement, and operational excellence once only accessible to large enterprises. The platform enables rapid digital transformation, delivering fast time-to-value and a measurable return on investment.
As a cloud-based solution, WorXflo™> ensures effortless implementation and automatic updates — so your business always operates with the latest tools and innovations to adapt to changing markets and seize new opportunities.
One Platform. One monthly fee. Built for SMEs.
Sales CRM
Qualify leads, issue quotes, arrange appointments, track team engagement through the sales pipeline
to convert leads into Customers.
Staff (HR)
Record all of the important information for your staff, including qualifications,
holiday, training, availability and work history.
Job Management
Optimise your workforce with user-friendly resource allocation tools.
Track equipment usage, availability and maintenance schedules
Assign tasks based on availability and expertise.
Integrated Accounts
Simplify your invoicing processes with automated invoice generation. Access robust accounting features to manage your finances efficiently. Create financial reports to gain insights into costs and budget performance.
Document Management
Centralised Control and storage of digital documents enabling efficient retrieval, sharing, security and versioning.
Inspection Management
Streamline inspection process, customisable digital forms and checklists, snagging.
Real-time data capture using the WorXflo App, instantly sharing information back at base.
Resource Tracking
Customisable phone tracking for resource management, estimate time to task, safety for solo workers
and resource optimisation.
Inventory Management
Visibility of your product stock levels, locations and usage within your organisation. Construct BOMs and Sub-Assemblies.
Asset Management
Manage customer assets or yours operating in the field, track maintenance,
inspections, costs and depreciation.
Project Management
Breakdown complex tasks to manage the jobs required to complete them.
Share progress with interested parties via the customer portal.
Customer Portal
Communicate with your customers effectively. Customisable communications made personal and proactive.
Share Job Sheets, Work Reports, inspection reports and maintenance logs.
Email Templates
Ease administrative burdens utilising the exisitng templates,
edit or create your own using placeholders for data fields.
Real-time Mobile App
Assign Jobs and collect real-time data, snags, inspections, pictures from your staff in the field.
Multilingual
Operate and view the App and portal in the language of your choice. (English, French, German, Italian, Spanish and Polish supported so far)
AI Assistant
Allow the WorXflo AI Assistant to help with trivial tasks and spark creativity when composing original customer communications.
WorXflo™> gives your team the clarity they deserve.
See every job, owner, and deadline in one view. No more guessing who’s doing what or what’s running late.
- Instant visibility into sales, workloads and SLAs
- Designed for field, operations and back-office teams
- Built to scale as your business grows
WorXflo™>
Simple, transparent pricing
£300/pm (up to 25 Users)
ALL features for growing teams that need more control.
Prefer to talk it through? .