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WorkSquares Docs

Introduction

WorkSquares is a connected business suite. Instead of stitching together a separate CRM, quoting tool and accounting package, your company runs on one workspace: one tenant, one set of people, and — across CRM and CPQ — one set of customers, contacts and products.

The suite

Section titled “The suite”

Three products are live today and three are on the roadmap; see Products for the split.

  • CRM — leads, contacts, accounts, deals and pipelines.
  • CPQ — products, price books, quotes, e‑signature, approvals and invoicing.
  • Accounts — accounts receivable/payable, the general ledger and financial reports.
  • Inventory — items, stock levels, warehouses and adjustments. On the roadmap; the stock core ships behind an API.
  • Billing — invoices, payments and dunning. On the roadmap; invoicing runs in CPQ today.
  • Projects — tasks, time tracking and delivery. On the roadmap; project time runs in Accounts today.

Why one platform

Section titled “Why one platform”

When a deal closes in CRM it becomes a quote in CPQ, and that quote becomes a sales order and an invoice there — without re‑keying the customer, the contact or the products, because sales and quoting are working on the same records. Finance then posts the sale in Accounts, in the same workspace and against the same people and permissions.

That last step is raised in Accounts itself: a CPQ invoice does not yet post itself into the Accounts ledger. See One source of truth for exactly how far the sharing reaches.

Where to next

Section titled “Where to next”