The rest goes into spreadsheets
Whatever the system doesn't cover lands in workbooks, side trackers and someone's inbox — the very admin you bought software to remove.
BUSINESS TRANSFORMATION. CONNECTED WORKFLOWS. PRACTICAL AI.Fix the process first.
Awarded a place on G-Cloud 15Good enough for government, good enough for business
Fix the process first.
Then automate it.
Then let AI accelerate it.
Less spreadsheet chaos. Less repetitive admin. One connected
system, built around the way your business actually works.
Free, no-obligation audit Built around your business UK-based team Your logo & colours, built in
Awarded a place on G-Cloud 15Good enough for government, good enough for business
ACTUAL WORKBIE DEMO · DUMMY DATAYour business. Joined up.People, processes and data — connected.
Less admin. More progress.Practical AI, with people in control.
UK-based people & support One connected platform Shaped around your workflow G-Cloud 15 supplier
Built around your business. Not the other way around.
- G-Cloud 15 supplier
- Connects to Sage, Xero & QuickBooks
- UK data hosting, with daily backups
- GDPR-ready, with a pathway to ISO 27001 & ISO 9001
- Setup, training and support included
ONE PLATFORM. EVERYTHING YOUR BUSINESS RUNS ON.Not a CRM. Not an ERP.
Not a CRM. Not an ERP.
Not an HR system.
One business management suite, built around you.
Most suppliers sell you one slice — customer records, stock, payroll or jobs — then leave you stitching them together. Workbie brings all of it into a single platform, configured for the way your business actually runs. Because no two businesses are the same.
- CRM
- ERP
- HR & payroll
- Project management
- Invoicing & finance
- Stock & jobs
- Reporting & AI
- Client portal
Every part included, nothing you don’t need, tailored to how you work.
See Workbie in your businessTHE 70% PROBLEMMost businesses invest in software that does about
01 02 03
Most businesses invest in software that does about
70% of what they need.
The other 30% quietly becomes your problem.
So you buy something else
Another subscription to plug the gap. Another login for your team, another set of records to keep in line, another monthly bill.
Then you outgrow it
A couple of years on you reinvest in something new — and find the same missing 30% waiting for you there.
WHAT SETS WORKBIE APARTOurs adopts, changes and grows
Ours adopts, changes and grows
with you.
As your needs and requirements change through the years, your system changes with them — new workflows, new screens, new connections — instead of a rebuild in three years’ time. Our own development team is ready to take on your next ideas, goals and future plans, so the platform you start with is the one you keep.
Tell us what you need nextAWARDED A PLACE ON G-CLOUD 15Good enough for government.
Good enough for government.
Good enough for business.
Workbie has been awarded a place on the UK Government’s G-Cloud 15 framework, giving public sector organisations a recognised route to procure our services.
Explore our framework statusAWARDS & FEATURED PLATFORMS
SOUND FAMILIAR?Your business has grown.
Your business has grown.
Your software and processes haven’t kept up.
It’s not your people. It’s the spreadsheets, inboxes and disconnected systems making their work harder.
Spreadsheets running the show
Multiple versions. Fragile formulas. No single source of truth.
The same admin. Again and again.
Re-keying information, chasing updates and searching inboxes.
Busy teams. No clear picture.
Slow handovers and decisions made without the full story.
PROCESS FIRST. TECHNOLOGY SECOND.We don’t start with software.
We don’t start with software.
We start with your business.
Good systems follow good processes. We get to know how you work, then build the right foundations for automation and AI.
01
Discover
Understand how work really happens. Find the friction, gaps and opportunity.
02
Simplify
Simplify the process before putting it into a system.
03
Configure
Shape your connected Workbie platform around your business.
04
Automate
Remove repetitive steps. Apply AI where it genuinely helps.
05
Improve
Measure what matters and keep making work easier.
MEET YOUR CONNECTED WORKSPACEYour whole operation.
Your whole operation.
Finally on the same page.
Customers, jobs, people, documents and reporting — brought together in a system that fits.
Explore the Workbie platformCaptured from the Workbie demo system · dummy agency data, not customer results. Menus and workflows vary by configuration.
Enter information once Know where work stands Make better-informed decisions
YOUR BRAND. YOUR SYSTEM.It looks like a system
It looks like a system
built just for you.
Workbie doesn’t arrive wearing someone else’s name. We apply your logo and your colour theme across the system — the side menu, buttons and highlights all take your branding — so your staff and clients see a system that feels like your own, not another off-the-shelf tool.
- Your logo and colours across every screen
- Your side menu, buttons and accents take your theme
- Wording and menus matched to how your teams work
- Client-facing views carry your branding, not ours
- The same connected Workbie platform underneath
Your logo
Your logo
Your logo
Illustrative examples — the side menu, buttons and accents take your colour theme. Your logo, colours and wording are agreed with you during the build and applied across the whole system.
YOUR INDUSTRY. YOUR WAY OF WORKING.
Explore all industries Built for the work you do.
Retail & hospitality
Accommodation & Hospitality
Connect guest stays, room preparation and maintenance so every handover is clearer.
Explore your solution
Production & logistics
Agriculture & Environmental
Connect field tasks, equipment records and observations without returning to paper logs.
Explore your solution
Retail & hospitality
Bars & Restaurants
Keep bookings, service preparation and team handovers out of scattered messages.
Explore your solution
Built environment
Building Trades & Field Services
Keep visits, quotes and field updates connected to the right job.
Explore your solution
People & services
Care & Social Care
Less administration. Clearer handovers. More time for the people who matter.
Explore your solution
Built environment
Construction
Connect your sites, people and projects. Protect the margin on every job.
Explore your solution
People & services
Education & Training
Bring course administration, attendance and learner follow-ups into one record.
Explore your solution
People & services
Financial & Legal
Connect client matters, documents and billing without losing the next action.
Explore your solution
People & services
Government & Public Sector
Give service teams a clearer record of requests, assets and follow-through.
Explore your solution
People & services
Gym & Health
Connect class schedules, member follow-ups and facility tasks in one workspace.
Explore your solution
Retail & hospitality
Hair & Salon
Bring appointment planning, client follow-ups and team availability together.
Explore your solution
People & services
IT & Technology
Connect support requests, assets and delivery work so your team can follow every handover.
Explore your solution
Production & logistics
Manufacturing & Engineering
From goods in to despatch, see every job, component and operation in one place.
Explore your solution
People & services
Professional Services
Connect proposals, delivery, time records and client follow-ups across your team.
Explore your solution
Built environment
Property & Facilities Management
Connect property records, maintenance requests and contractor follow-through.
Explore your solution
Retail & hospitality
Retail & Wholesale
Keep sales orders, stock records and supplier follow-ups connected through fulfilment.
Explore your solution
Production & logistics
Storage, Warehouse & Logistics
Give receiving, picking and despatch teams the same connected order record.
Explore your solution
Production & logistics
Vehicle & Transport
Connect transport jobs, driver updates and vehicle records from depot to delivery.
Explore your solutionSTART WITH WHAT’S SLOWING YOU DOWNDifferent challenges.
Different challenges.
One clearer way forward.
You don’t need to know which software you need. You just need to know what isn’t working.
Let’s talk about your workflowMove from fragile workbooks and copied tabs to one searchable system. Capture information once and report on the same live data.
Explore the possibilitiesNO BIG-BANG SWITCH-OVER
You don’t have to change everything at once.
Workbie is introduced in stages, one process at a time, so the business keeps running while it takes shape around you.
01
Start with one process
Pick what hurts most — the job board, the quotes, the rota, the spreadsheets. We fix that first and get your team using it properly.
02
Keep your other tools
Your accounts package, email and calendars stay where they are. We connect them rather than asking you to replace everything at once.
03
Add the next piece when it earns its place
Once the first process runs cleanly, the next one is easier — and you’ve already seen what it does before committing to it.
See exactly how it is introduced on our implementation & support page.
SAME BUSINESS. A BETTER WAY TO RUN IT.From holding it together.
From holding it together.
To moving it forward.
BEFORE WORKBIE
Disconnected by default.
Spreadsheets, inboxes and paper records
The same details entered in multiple places
Updates chased across teams
Reports assembled after the event
WITH WORKBIE
Connected by design.
One shared record of the work
Information captured once and reused
Clear ownership and smoother handovers
Reporting from your operational data
REAL CHALLENGES. PRACTICAL SOLUTIONS.What transformation
What transformation
could look like.
Examples drawn from Workbie proposals. Proposed workflows, not published customer success claims.
MANUFACTURING · EXAMPLE SOLUTION
From macros to a live job board.
Inspired by the B&M Longworth proposal: connect goods in, operation sheets, component tracking and reporting in one system.
WHOLESALE · EXAMPLE SOLUTIONEvery deal. The true margin.
Inspired by the Bartons Brewery proposal: bring branch costs, customer records and deal building into one connected commercial workflow.
Only the features that make a difference.
“Workbie has helped us improve how progress is managed. It is not about flashy features; it just saves time chasing updates and gives me a clearer view of what’s going on across the shop floor. What is refreshing is that we only pay for what actually makes a difference to us.”
MODULAR BY DESIGN
Switch on only what you need.
Hide what you don’t. Add more as your business grows. Your menus, modules and workflows are shaped around your team — not a fixed product menu.
Explore all 14 feature modulesCRM & Sales Pipeline
Track leads, manage follow-ups, and keep sales moving without relying on sticky notes and inboxes.
Explore this moduleProjects, Jobs & Operations
Manage work from start to finish with clearer workflows, job tracking, and less manual chasing.
Explore this moduleHR & Workforce
Manage staff records, time, responsibilities, and workforce admin in one place.
Explore this moduleDocuments, Forms & Reporting
Store important files, collect information properly, and make reporting easier to pull and easier to trust.
Explore this moduleFinance & Billing
Handle quotes, invoices, costs, and billing workflows with better visibility and less back-and-forth.
Explore this moduleAutomation & AI
Reduce manual work, speed up repeat tasks, and use AI where it actually helps the business run better.
Explore this moduleWORKBIE ON THE MOVEIn the office. Out in the field.
In the office. Out in the field.
The same connected picture.
Your team’s work does not stop at a desk. Bring the relevant records, schedules and work details with you — on site, between visits or at a customer’s premises.
- See the work and appointments that matter to you
- Find linked dates, locations and contact details
- Keep office and mobile teams working from the same system
Captured from the Workbie demo system · dummy agency data, not customer results. Menus and workflows vary by configuration.
THE COST OF BUSINESS AS USUALWhat could your team
What could your team
do with that time back?
A few hours of repeated admin quickly add up. Explore the opportunity in your business.
Illustrative estimate, not guaranteed savings. Based on 48 working weeks; assumes all entered admin hours could be reclaimed. Excludes implementation and ongoing costs.Potential annual admin cost£36,000
Let’s explore your opportunity1,440 hours across your team
COMMON QUESTIONS
The things every business asks first.
How much disruption is there during setup?
Very little. We start with a workflow audit, then introduce Workbie in stages, one process at a time, so your team keeps working while the new system is built around them.
Do we have to switch off our current software on day one?
No. Workbie can run alongside your existing tools while we move things across. Many businesses keep their accounts package and simply connect it, so nothing has to change overnight.
Does it work with Sage, Xero and QuickBooks?
Yes. We plug into your accounts package so finance information sits alongside your jobs, customers and projects, and Workbie AI can answer questions across all of it.
Is staff training included?
Yes. We train your team on the system built for them and stay on hand afterwards. Because it's shaped around how you already work, it's quicker to pick up than generic software.
What happens in the free workflow audit?
We talk through how your business runs today, where time is lost and which spreadsheets, emails or systems are causing problems. You get clear recommendations, with no obligation to buy.
Is our data secure?
Yes. Your data is hosted in the UK and backed up daily, with role-based access so people only see what they should and a full record of changes. See our security & data page for more.
More answers on security & data and integrations.
START WITH A CONVERSATION
Tell us what's slowing your business down.
Just your name and email to start. We'll get back to you as soon as possible, or you can book a time in our diary straight away.
- Free workflow audit, worth £995
- No commitment, no generic sales pitch
- Practical recommendations you can use either way
Step 1 of 2 · takes 10 seconds
Your business. Built smarter.
Just your name and email to start. We’ll contact you back as soon as possible.