Work Folder records
Records open as manila folders with tabs for details, documents, each related list, communications and activities. Linked records open in their own windows.
Level 2
WorkFolder Plus
FaceLift, plus Work Planner and template libraries for compliance and projects.
US$990per site, one-off
PLUS
Who it is for
Organisations that plan and track work, and teams that want Australian or international templates ready on day one.
Includes everything in WorkFolder FaceLift.
What you get
- Everything in FaceLift
- Work Planner: plans with tasks, dates and people on any record
- Australian template pack, free
- International template pack, free
- Start plans from templates or import them from a file
- Priority support for 12 months
- No Screen Builder or layout designer
Work Planner
See the folder and the plan together.
Work plans attach to any kind of folder: accounts, contacts, cases, opportunities or your own entities. Put the Work plan under the folder and both stay on screen: move through the folder's tabs for the details while the plan stays open below, and switch between the record's plans from the drop-down.
- The folder on top, the open plan underneath, on one screen
- Several plans per record: pick one from the drop-down above the planner
- Or use the folder's Work Plans tab to list every plan with status, finish date and progress
- Start a plan from a template, or import one from a file
- Documents attach to each step as evidence
Screens
A closer look
Features
Included in Plus
Filing cabinet lists
Search and saved filters live on the drawer front: one pick changes the list in place, with the open record still beside it. Or keep the classic list, with the same saved filters.
Mail people enjoy
Folders, a reading pane, conversations, compose windows and email to task or case.
Desk-pad calendar
Month, week and day on a spiral pad. Drag to move or resize; add meetings, calls and tasks with attendees.
Advanced template and mail designer
Drag-and-drop design objects: sections and columns, text, pictures, buttons, dividers and personalised fields such as First name and Unsubscribe link. Used for email templates and campaigns, with the HTML one click away.
Campaigns made simple
Broadcasts to target lists from one screen, with a template designer, preview, scheduling and status.
Dashboards that move
Drag dashlets by their titles, resize by the corner, and keep the layout per person.
Work Planner
Plans with tasks, dates, people and dependencies on any record, started from templates.
Template libraries
Australian and international packs for appointments, onboarding, audits, privacy and projects, free with Plus.
Need more?WorkFolder Plus Developer Edition: Everything in Plus and the Screen Builder, with the Reports writer, WhatsApp and three client Plus licences included.
See Developer EditionSee your own EspoCRM with a new face.
Try it free for a month on your own EspoCRM. Nothing to install: sign in and see your records as work folders.