Workpro features

Chances are that Workpro will slot straight into your workflow, with almost no configuration. However, it’s ready to adapt to almost any need imaginable. You can make some changes yourselves, or ask us to support you.   

Everything is in one place, from emails and letters to web forms and social media. Your customer details are pulled in directly, completely avoiding keying errors and duplicate effort. This means managers can manage, while the system moves each case along.

Workpro puts targets and deadlines in front of your team, and at the heart of your process. Flag vulnerable customers. See which projects are sitting at green, amber or red. And instantly know if a deadline is looming. Plus, set alerts when tasks are assigned, to make sure they’re completed.

Every case worker using the same high quality tools. Every detail gathered in precisely the same way. And every letter or email personalised from a pre-approved outline – designed to make sure you stay compliant, and your customers stay fully informed.

Create and edit Word documents directly from Workpro, including full document auditing, filtering and searching. Need a summary of every document? Hit ‘Bundle PDF’. Workpro also integrates with Microsoft Outlook, including a choice of email domain.

Everything is there: your performance against KPIs, your team allocations, your ‘done today’ and your ‘what’s next’. With complete visibility, you gain complete control. View it your way, or export every data point to Excel for the ultimate flexibility.

If it’s in Workpro, it can be analysed, instantly and in-depth. Choose from a library of powerful reports, write your own, or let us build one to precisely fit your needs – from trend analysis to ‘cases by category’.

A phrase in a Word document. A name or number in a message. A keyword in a web form. Search for anything, and find the information you want – including links to exemplars and precedent cases. After all, why do something perfectly just once?

Workpro is GDPR-compliant and so much more. Restrict precisely who sees exactly what. Track every action, from initial call through to deletions, additions and delegations. Protect everything in the system, encrypted at rest or in transit. 

Set a named case worker for every case in your workflow, then assign manual and process-generated tasks to progress each case to conclusion. This is compliance and customer service in action – flagging up small issues before they become intractable problems.

If you prefer, Workpro lets you manage your own lookup lists, KPIs, users, file management, templates and more – we’ll show you how. Or simply ask us to do it for you.

Pull in payroll data, HR details or scanned documents. Integrate with your phone system, single sign-on or two-factor authentication. Workpro works alongside your existing systems using standard API tools.