CRM
Customer relationship management. Central hub for all customer interactions and data.
Quotes & CPQ
Sales quoting with product configuration and pricing rules.
Orders
Order management for sales transactions. Tracks order lifecycle from creation to fulfillment.
Invoicing
Invoice creation, management, and tracking. Handles billing workflows and payment status.
B2B E-Commerce
Self-service portal for B2B customers to browse catalog, place orders, and manage their account.
Subscription Management
Recurring billing, subscription lifecycle, and usage-based pricing.
Catalog
Product and service catalog management. The foundation for inventory, pricing, and sales.
Bill of Materials
Product structure and component management for manufacturing.
Inventory
Advanced inventory management beyond basic stock levels.
Purchasing
Supplier management and purchase order creation.
Warehouse Management
Advanced warehouse operations including bin management and fulfillment optimization.
Shipping
Shipping carrier integration and label generation.
Returns / RMA
Return merchandise authorization and reverse logistics management.
Demand Planning
Sales forecasting and demand prediction for inventory optimization.
Manufacturing
Production planning, work order management, and shop floor control.
Quality Management
Quality control, inspections, and compliance for manufacturing operations.
MRP
Demand-driven planning for procurement and production scheduling.
General Ledger
Core financial accounting system. Foundation for all financial reporting.
Accounts Payable
Vendor bill management, payment processing, and cash disbursement.
Accounts Receivable
Customer payment tracking, collections, and cash application.
Fixed Assets
Track and manage company assets, depreciation, and disposals.
Budgeting & Forecasting
Financial planning, budget management, and variance analysis.
Tax Management
Tax calculation, compliance, and reporting across jurisdictions.
Expenses
Expense tracking and reimbursement.
Multi-Entity
Multi-company management, intercompany transactions, and consolidation.
Support / Helpdesk
Customer support ticket management.
Projects
Project management for service-based businesses.
Appointments
Scheduling and calendar management.
Email Marketing
Email campaign management and automation.
Loyalty & Rewards
Customer loyalty program management.
Field Service
Mobile workforce management for on-site service delivery.
Commissions
Sales commission calculation and payout management.
HRIS
Comprehensive human resources management.
Contracts
Contract and agreement management.
Fleet Management
Vehicle tracking, maintenance scheduling, and driver management.
Maintenance / CMMS
Computerized maintenance management for equipment and facilities.
Rental Management
Equipment and asset rental operations management.
Documents
Document management and file storage for the platform.
Workflows
Business process automation and approval management across all apps.
Audit & Compliance
Audit trail management, compliance tracking, and data governance.
Reporting & Analytics
Business intelligence dashboards and report generation.
Payments
Payment processing integration and reconciliation.
EDI & Integrations
Electronic data interchange and trading partner connectivity.
Workflare Core
Core shell platform for Workflare apps
Calendar
Shared scheduling and availability. Backs appointments, resource booking, and team calendars.
Transactional and conversational email. Sending, receiving, threading, and templates.
Transport
Transport and logistics operations. Vehicles, routes, and delivery execution.
Factorial
Factorial HR integration. Syncs employees, absences, and org structure.