A new customer reaches out.
Record the request, contact details, and next steps in CRM.
WORKRELIEF FOR SMALL BUSINESSES
Your business has enough moving parts. Your software should bring them together.
Manage customer relationships, appointments, everyday tasks, and invoices in one connected workspace. Keep your team organized while you focus on running the business.
One business account19 connected applicationsChoose the tools you need
Business overviewIllustrative workspaceCustomer relationshipsCRMContacts and opportunities
AppointmentsSchedulingTeam calendars
What needs attention?
1Follow up with a customerKeep your relationship movingCRM
2Confirm tomorrow's appointmentKnow what is nextCalendar
3Prepare the completed job's invoiceFinish work with clarityBilling
A BETTER BUSINESS DAY
One customer. One connected workflow.
From the first inquiry to payment, keep the important details with the work. Here is how a typical day can flow through your workspace.
CRM
The appointment gets booked.
Bring the customer into Scheduling and keep the calendar organized.
Your team completes the work.
Assign and track the tasks needed to deliver on time.
It is time to send the invoice.
Use Billing to manage the next step in the customer relationship.
Connected toolsOne workrelief account
CRMKnow your customers.
SchedulingCoordinate your time.
TasksKeep work moving.
BillingManage your invoices.
LESS ADMINISTRATIVE WORK
Keep information close to the people who need it.
When business information lives in separate tools, routine questions take longer to answer. WorkRelief is designed around shared customer information and connected modules, giving your team a clearer view of the work.
You can start with the essentials and expand into Forms, Projects, HR, and Workflow as your business grows.
Explore all 19 WorkRelief apps ↗DESIGNED FOR THE WAY YOU WORK
Spend more time running your business and less time organizing it.
Stay close to your customers.
Keep conversations, contacts, and follow-ups in an organized CRM.
Keep the team on schedule.
Make appointments and assignments easier to manage in one place.
See the next step clearly.
Keep everyday tasks, responsibilities, and billing activity moving forward.
A CONNECTED STARTING POINT
Four essentials that make everyday business easier.
Start with the tools you need most. Customer details, appointments, tasks, and invoices stay organized in one workspace.
Choose these four apps →From first contact to final invoiceIllustrative workflow
One connected customer journey.View the complete platform ↗
SMALL BUSINESS APP SELECTION
Start with the apps your business needs.
Select tools for customer relationships and everyday work. The apps you choose are added to checkout automatically.
Run your everyday business in one place
$81.25 /month · 4 selected apps
- CRM for customer relationships
- Scheduling for appointments
- Tasks for daily work
- Billing for invoices
Coordinate customers, projects and operations
$142.00 /month · 8 selected apps
- CRM, Scheduling, Tasks and Billing
- Projects for growing workloads
- Forms for requests and intake
- Docs for business records
- Workflow for repeatable operations
Your selections are preloaded in checkout and can be changed there. No payment is collected at this stage; Stripe billing is not active yet.