Werkflo

Werkflo is a software development company that specializes in delivering innovative solutions for financial services and compliance management. With over 200 modules at their disposal, Werkflo enables organizations to streamline compliance, risk management, and workflow automation through a user-friendly interface. Their primary offerings include Chatabox and FlowBiz, which are designed to integrate seamlessly, providing AI-driven collaboration.

Key Features of Werkflo:

• Comprehensive Workflow Automation: Streamline tasks and processes with FlowBiz, a robust workflow charting software that supports automation and collaboration across teams.
• Customer Relationship Management: Chatabox offers a simplified CRM solution, featuring contact management, task tracking, and sales campaign management, all integrated into one platform.
• Flexible Hosting Options: Users can choose between cloud-hosted or on-premises solutions based on their specific needs, ensuring scalability and security.
• Customizable Solutions: Both Chatabox and FlowBiz come with various pricing tiers, allowing users to select the features that best fit their operations, including advanced options for enhanced functionality.
• Support and Resources: Werkflo provides multiple channels for support, including phone, email, and chat, ensuring users receive the assistance they need.

Technical Specifications:

Werkflo's solutions are designed to be highly secure and user-centric, supporting data import/export and integration capabilities to fit within existing workflows. The platform is backed by over 30 years of software design experience, aiming to empower businesses with the tools for effective governance and data management.

By combining innovative document management with compliance-focused features, Werkflo aims to enhance operational efficiency in financial services and beyond.