What it does
- Their documents
- Quotes, invoices with pay links, jobs, bookings and uploads, under your logo.
- Intake and consent
- Intake forms, consent and KYC checklists. Sensitive answers, such as medical details and ID numbers, are encrypted and their access is logged.
- Tenants and owners
- With property switched on, tenants see their lease and owners their statements.
Switched on from the start for
- Marketing, digital or creative agency
- Consultancy or professional services
- Law firm or attorneys
- Accounting, bookkeeping or tax practice
- IT support or managed services
- Architects, engineers and designers
- Photographer or videographer
- Print, signage or branding
- Rental agent or property manager
- Body corporate or HOA
Any other workspace on a qualifying plan can switch it on in Settings.
More in talk to customers
WhatsApp, SMS, newsletters, social posts, a service desk and a portal of their own.
WhatsApp and SMS inbox
A shared WhatsApp and SMS inbox linked to your customers, with templates, invoice and appointment reminders, quiet hours and opt-outs.Email marketing
Newsletters and campaigns to customers who opted in, with audiences from your customer data, double opt-in, unsubscribe handling and open and click results.Social media scheduling
Plan, approve and publish posts to Facebook, Instagram, LinkedIn, TikTok and more from one calendar, with results per post.Service desk
Customer tickets from email, WhatsApp and the portal, with SLAs, business hours, satisfaction surveys and time against prepaid hours.
Try every feature free for 7 days
No card needed. Pick your kind of business and Workpool switches on the tools it needs. After the trial you stay on the free Starter plan unless you choose a paid one.