In this short video you will discover how intuitively workQ collects information from different sources and automates the production of a complex document. See how this dramatically reduces your administrative overhead.
This is an example of a small financial planning company that use an online CRM to store client details and financial data. The major bottleneck in their process is when giving advice to a client they have to produce a complex document which includes tables populated from Excel workbooks in addition to information from the current CRM. The process is very labour intensive and currently the practice can only produce 4-5 documents per week. Watch how workQ dramatically simplifies the process and how documents can now be produced in just a few minutes..
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