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Easy Downstream App Integration

Build and manage front-end services in WorkRails’ powerful CMS, and send information downstream to your other apps for seamless workflow integration.

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The Center of Your App Infrastructure

With its powerful CMS, WorkRails serves as the perfect front end of all of your various downstream sales apps.

CRM

Catalogs can be launched wherever you need to improve processes, pre-populate information from linked records, and automate record creation for any standard or custom objects.

PSA

Align in-flight and sold services to projects within your PSA platform, giving you full visibility into your services pipeline and automating manual data entry.

CPQ

Fill in the gaps where existing CPQ solutions fail, and ensure the generation of accurate quote line items, regardless of their complexity.

ERP

Streamline booking entries into your sub-ledger or downstream ERP system upon key events, such as opportunity closure or milestone creation in your PSA.

Salesforce.com Use Cases

Complete Integration with Salesforce

In the SaaS world, many companies use Salesforce.com for CRM support. That’s why we designed WorkRails to easily integrate with Salesforce.com. It lets you easily harness any of your Salesforce.com object data and incorporate it into your WorkRails front-end and even automate data entry.

Target

Target specific audiences, provide dynamic pricing, recommend items, and offer suggestions throughout the configuration process.

Automate

Automate any document or paperwork, and associate it to your Salesforce.com Files & Attachments objects.

Launch

Launch a WorkRails catalog directly within any Salesforce.com object or Community Cloud.

Streamline

Streamline and automate data entry across multiple Salesforce.com objects and any Salesforce.com managed package (including CPQ and popular PSA tools).

Integrate

Integrate WorkRails with other Salesforce apps, connecting to many additional functions and capabilities through a single central app.

Compatible with In-Demand Apps

Today’s services sales ecosystem is comprised of many powerful apps, and WorkRails was made to work with all of them. Plus, we’re constantly updating WorkRails to integrate with new apps—so if you need custom integration, we’ve got your back.

Zuora

Zuora

MS Dynamics

MS Dynamics

Conga

Conga

Smartsheet

Smartsheet

Salesforce

Salesforce

FinancialForce

FinancialForce

Airtable

Airtable

HighSpot

HighSpot

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Discover What WorkRails Can Do For You

Every professional services team has unique needs, and every sales process is a little different. We’re confident that WorkRails will fit your needs, and we can’t wait to show you how.

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