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WorkSquares Docs

Introduction

WorkSquares is a connected business suite. Instead of stitching together a separate CRM, quoting tool, accounting package and project tracker, your whole company runs on one platform where every module shares the same records.

The suite

Section titled “The suite”
  • CRM — leads, contacts, accounts, deals and pipelines.
  • CPQ — products, price books, quotes, e‑signature and approvals.
  • Accounts — accounts receivable/payable, the general ledger and financial reports.
  • Inventory — items, stock levels, warehouses and adjustments.
  • Billing — invoices, payments and dunning.
  • Projects — tasks, time tracking and delivery.

Why one platform

Section titled “Why one platform”

When a deal closes in CRM, it can become a quote in CPQ, an invoice in Billing and a revenue entry in Accounts — without re‑keying anything. Every team works from the same customer, product and financial data, so reports agree and nobody falls out of sync. See One source of truth.

Where to next

Section titled “Where to next”