Amp up your sales with intelligent automation
Boost sales process workflow, quote-to-cash with flexible billing cycles, subscription automation, and much more.
Manage and automate your recurring revenue with CRM and billing automation. Streamline sales order processing, subscriptions provisioning, contracts payments.
Manage multiple currencies, locations, and countries. Align your entire organization from products and service offerings to customer support/successs
Automate account management, and administrative activities and get complete visibility from the opportunity stage to closure. Easily onboard customers, set up billing contracts, and manage subscriptions with flexible terms to scale your recurring business.
Leverage customer self-service portal for a personalized experience and allow easy cross-sell/up-sell opportunities. Enhance customer relationships by providing flexibility to manage contracts, subscription changes, and pay invoices through the portal while your sales team focuses on business growth.
It’s your data. We don’t host your customer or pricing data
Pay for the value from the system and not by the size of your invoice
Bring your teams together! Leverage what you are already using
Used by hundreds of partner around the world
“With well over 100% YoY growth in our our CSP business, we have been forced to adapt quickly and continue to bring new billing and service management features to our customers. Since we were already using Dynamics as our CRM platform, selecting a billing and provisioning system based on Dynamics was an easy decision to make. The Work 365 system, however, is far more than CSP billing in CRM. It’s a completely built out and fully featured back end for a Microsoft CSP practice of nearly any size. It’s clear from the first day you begin onboarding that the folks behind this system are in the business themselves and have a perfect understanding of what matters most.”
“Work 365 is a great and innovative add-on for Dynamics 365 for Microsoft CSPs. It has all the features which enable CSPs to scale quickly with minimum resources. The support for Implementation is Exemplary. A must add-on for Dynamics 365 and Cloud business. Thanks a lot for superb support.”
“As a direct CSP partner with Microsoft, we needed a tool to tie in the Partner Center with our Dynamics system AND integrate with QuickBooks online. This tool did it all for us! The onboarding team was great and guided us with implementation and customizations. Super easy and a great tool.”
“We recently switched to Work 365 from another online marketplace provider and we couldn’t be happier. We’re now able to easily and quickly get customers set-up, provisioned, notified, billed, and collected all from the Work 365 App. Making adjustments to subscriptions is easy and really quick, with a seamless connection to Partner Center. Payment set-up for our customer’s Credit Card and ACH is secure and so easy to do. We’ve been live for a week and have already.”
“Great solution that meets all the requirements that Microsoft requires and that allows us to succeed as a CSP partner. Great work team, from installation to support have helped us work with Work365.”