Proposals and follow-ups lost in inboxes
Track the client, proposal stage and next action together.
Explore this capability
WORKBIE · BECAUSE IT’S EASIER
Workbie for Professional Services
From proposal to delivery. Your whole client relationship connected.
Bring client emails, project tasks, time records and invoicing into one view instead of stitching together separate tools.
Free Business Workflow Audit. No obligation.SOUND FAMILIAR?The gaps between your tools
The gaps between your tools
are where the work gets harder.
Your existing software may handle one part well. Workbie connects the work around it — customers, people, documents, operations and accounts — in one business management suite.
Sales handovers missing key details
Carry approved scope and supporting documents into the delivery record.
Explore this capabilityTeam capacity kept in a separate diary
Connect team responsibilities and availability to planned work.
Explore this capabilityTime recorded away from the project
Keep time records and billing tasks alongside the client engagement.
Explore this capabilityClients chasing several people
Scope a client portal for agreed progress, document requests and updates.
Explore this capabilityProject reporting needs another spreadsheet
Review connected tasks, recorded work and commercial stages in useful dashboards.
Explore this capabilityBEFORE AND AFTER
A more connected working day.
Illustrative changes we can scope around your team — not measured customer outcomes.
TodayWith Workbie
Proposals and follow-ups lost in inboxes
Track the client, proposal stage and next action together.
Sales handovers missing key details
Carry approved scope and supporting documents into the delivery record.
Team capacity kept in a separate diary
Connect team responsibilities and availability to planned work.
Time recorded away from the project
Keep time records and billing tasks alongside the client engagement.
Clients chasing several people
Scope a client portal for agreed progress, document requests and updates.
Project reporting needs another spreadsheet
Review connected tasks, recorded work and commercial stages in useful dashboards.
One record. From the first step to the last.
01
Enquiry
02
Proposal
03
Plan delivery
04
Deliver & review
05
Invoice & follow up
ClientsPipelineProjectsTasksTime records
ASK WORKBIE AILess searching.
Less searching.
A clearer next action.
Ask about the records your role is allowed to see. Prepare summaries and follow-ups from agreed information, with approval where it matters.
Fictional example conversations. Available actions and permissions are scoped; AI does not replace your team's professional judgement.
Which client projects need attention this week?
Workbie AII can summarise overdue sample tasks and upcoming review dates, with each project owner.
Draft an update from the approved project notes.
Workbie AII've prepared a draft with completed work and next steps for the account lead to review.
WORKBIE ON THE MOVE
My client work. Wherever the work happens.
- Record workshop notes
- Submit time against project
- Prepare next client action
Illustrative mobile view with fictional records. Access, device needs and workflows are agreed for your team.
Discuss your workflow
TRY BEFORE YOU BUY · 10 PILOT PLACES ACROSS WORKBIE
Discuss the pilot offerA free Business Workflow Audit. One agreed pain point fixed free.
Business Workflow Audit worth £995. We agree the chosen problem and success criteria before starting, then fix it free, guaranteed. No obligation to buy further work. All we ask is a short honest testimonial when we fix your pain point.
Know what you're getting before committing.
Your workflow map
We map the chosen process, its handovers and where information is entered or lost.
A shortlist of improvements
What to keep, connect or replace — starting with the gap that matters most to your team.
A suggested pilot and timeline
An agreed first workflow, success criteria and indicative next steps, rather than an open-ended software project.
Do we have to replace our existing software?
No. We review what works and the available connection options first. Outlook, accounts packages and other providers are considered where relevant; technical access and integration scope are confirmed before development.
What does a wider system cost?
Pricing depends on the agreed configuration and scope. Custom-built pricing is agreed after discovery, with monthly payments. The free pilot does not require you to buy a wider system. See the pricing options.
What needs to be agreed for our industry?
Your screens, access permissions, integrations and launch plan are agreed before we build.
YOUR BUSINESS. BUILT SMARTER.
Start with the part of your working day that needs fixing.
Tell us where the work slows down. We'll discuss your current tools, what needs to connect and a sensible first step.
Want more context? See the professional services overview or explore the platform.
Choose Workbie — because it’s easier.
Step 1 of 2 · takes 10 seconds
Professional Services. Built smarter.
Just your name and email to start. We’ll contact you back as soon as possible.