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cloud-based automatic email management

Save time and never lose a customer email again. Automatically organise all your business-critical email conversations and attachments in one secure, team-accessible solution.

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An email saved in an automatic email managerAttachments stored in an email manager appAutomatic email capture in Workiro

A more intelligent way to manage your emails

Ensure compliance, reduce errors, and boost efficiency through smarter email management.

An image to show an email thread being set to auto-capture future communication
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Emails that file themselves: goodbye manual filing

  • Automatic filing of all emails and attachments  
  • Save hours each week previously spent on manual email organisation
  • Consistent filing across your entire business
  • Seamlessly integrates with NetSuite, Microsoft 365, and your specialist ERP products

Find any email in seconds, not hours

  • Instantly locate any customer communication, no matter who sent or received it
  • Powerful search functionality across all email content and attachments
  • Organise emails by customer, organisation, project, or task with zero effort
  • No more asking colleagues to forward emails or search their inboxes
An image depicting an email that's already been captured by Workiro
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Full visibility of all customer conversations

  • Gain a complete view of all client interactions, eliminating communication blind spots
  • Ensure everyone on your team has access to the latest client information
  • Avoid embarrassing gaps in knowledge when speaking with clients
  • Maintain a complete, auditable trail of all communications for compliance

Seamless Outlook integration: work the way you Already do

  • Access all features directly within Outlook – no need to switch between applications
  • Turn emails into tasks, set reminders, and delegate work without leaving your inbox
  • Enjoy a familiar interface with powerful new capabilities
  • Boost productivity without changing your existing workflow

‍

Emails that file themselves: goodbye manual filing

  • Automatic filing of all emails and attachments  
  • Save hours each week previously spent on manual email organisation
  • Consistent filing across your entire business
  • Seamlessly integrates with NetSuite, Microsoft 365, and your specialist ERP products
An image to show an email thread being set to auto-capture future communication

Find any email in seconds, not hours

  • Instantly locate any customer communication, no matter who sent or received it
  • Powerful search functionality across all email content and attachments
  • Organise emails by customer, organisation, project, or task with zero effort
  • No more asking colleagues to forward emails or search their inboxes
An image of search results in Workiro

Full visibility of all customer conversations

  • Gain a complete view of all client interactions, eliminating communication blind spots
  • Ensure everyone on your team has access to the latest client information
  • Avoid embarrassing gaps in knowledge when speaking with clients
  • Maintain a complete, auditable trail of all communications for compliance
An image depicting an email that's already been captured by Workiro

Seamless Outlook integration: work the way you Already do

  • Access all features directly within Outlook – no need to switch between applications
  • Turn emails into tasks, set reminders, and delegate work without leaving your inbox
  • Enjoy a familiar interface with powerful new capabilities
  • Boost productivity without changing your existing workflow

‍

An image showing the Workiro integration in Outlook

All Your Business Solutions Under One Platform

Smart document management

A modern, cloud-based solution for total document management. Capture, store and share valuable information in multiple file formats

Seamless integration

Unify business information across the world’s leading platforms, including NetSuite*, Microsoft 365**, Outlook and specialist ERP software.

Painless approvals

Request, track and store approvals including Electronic Signatures. Automatically file signed Contracts, Heads of Agreement, Letters and Instructions, and directly link them to applicable documentation

Customer-centric views

Remove the limitations of inflexible, out-dated folder-based systems. Tag and organise valuable information and allocate tasks with a focus on clients, their projects and their objectives.

Secure correspondence

Capture pertinent emails and attachments automatically and append them to specific live projects. Use Workiro’s secure, in-app chat function to collaborate with and update in-house and external stakeholders.

Unlimited capacity

Enjoy uncapped, secure cloud storage for documents. Request and store any number of electronic signatures.

What Workiro users say

"It allows us to pull data from anywhere, tie it together, make staff accountable, and feeds that data back to the customers."

Richard Totman

Director

Fenetti

Book a discovery call

Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.

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