Email, WhatsApp, forms, CRM
AI produces a lead summary, missing information list, and quote draft.
Revenue workflows
Connect fragmented tools into one quote-to-cash workflow.
Workbase AI uses your existing inboxes, CRM, spreadsheets, order notes, and accounting exports as inputs for practical revenue actions.
Workflow map
Five connected workflows from first inquiry to owner brief.
Quote sent, customer status, CRM stage
AI produces follow-up tasks, message drafts, and next-step recommendations.
Approved quote, order status, internal notes
AI produces an order tracker, exception alerts, and team tasks.
Invoice, deposit, balance, due date
AI produces payment reminder drafts, overdue alerts, and cashflow risk flags.
All workflow activity
AI summarizes inquiries, quotes, orders, payments, and risks for the business owner.
Infrastructure
Integrations support the workflow. They are not the story.
Your team can keep using the tools it already knows while Workbase AI prepares the next revenue action.
GmailOutlookWhatsAppHubSpotSalesforceZoho CRM
QuickBooksXeroGoogle SheetsAirtableShopifyWooCommerce
Workflow operations
One operating layer for scattered revenue work.
Workbase watches the handoffs between tools and prepares the next revenue action before work falls through the cracks.
Capture every request
Pull inquiries from inboxes, WhatsApp, forms, CRM, and spreadsheets into a single intake queue.
Prepare quote work
Turn requirements, product data, pricing rules, and templates into approval-ready quote drafts.
Control external messages
Keep quotes, follow-ups, payment reminders, and delivery changes behind review gates.
Escalate blockers
Flag missing details, delayed orders, stale quotes, overdue payments, and high-risk customers.
Where it fits