WorkWise Review

Workwise is a powerful business resource planning software designed for medium-sized manufacturing companies. What makes this application unique is that it does not focus on modules but rather on user roles. It allows them to create screens and functions suitable for their individual activities. This feature allows users to maximize productivity, reduce costs and increase staff performance. In addition to this, the solution has various features that save time and improve efficiency. for example the possibility to put queries aside for later use, export them directly to Microsoft Excel and customize navigation and browser settings. Key features of the solution include product data management, production planning, supply chain management, and accounting and finance skills.

WORKWISE – TUTORIAL

Check out this tutorial that specifies the functionality of this ERP software including dashboards, queries, global searches and more:

WORKWISE – FEATURES

• Contact management: offers a complete view of each customer and helps you keep track of contacts, organizations, partners and suppliers
• Mobile CRM: view customer information, examine opportunities, create activities and more with the mobile app
• Opportunity management: analyze the details of your pipeline to create forecasts and structure the sales process to guide representatives to the final sale
• CRM mapping: use the power of Google Maps to view customers and leads in your area, get directions, travel plans and more
• Quotation management: simplify the quotation process and manage unlimited quotes. Quickly generate quotes from opportunities, contacts or companies
• Business card reader: quickly create contacts using your mobile phone’s camera. Just take a picture of a business card and automatically upload it to the CRM database
• Serial and Warranty Check: maintain accurate records for each warranty and / or purchase and sale of unique serial numbers, offering more rigorous control and an effective way to manage regulatory compliance
• Material Requirements Planning (MRP): determines which products should be produced, in what quantity and by what date. Plan and predict product demand easily and create a complete material plan
• Customer order management: customer order management manages the creation, maintenance, shipping and billing of customer orders for goods and services
• Integration with Outlook: connect your Outlook email client to your CRM database. All contacts, emails and activities created in one program are shared with the other
• Lead management: capture, monitor and consolidate leads as they move through the sales pipeline, are assigned to a sales representative and converted.