Workview Portal
Every case, one clear view.
Case management and CRM for insurance brokers, surveyors, contractors and property managers.
From £200 per month excl. VAT. Full onboarding included.
Built for
Four sectors that run their work as cases
A claim, a survey, a repair job, a property issue. Each one has a customer, moves through your workflow and collects notes, tasks and files along the way.
Insurance brokers
Claims from first notification to settlement, with every party, note and document in one place.
Surveyors
Survey jobs from instruction to report, with the site address, photos and tasks on each one.
Contractors
Repair jobs with the customer, site, status, subcontractors and files kept together.
Property managers
Property issues tracked from report to resolution, with owners, tenants and suppliers linked by role.
Why Workview Portal
Built around the way your team works
Cases at the centre
Every job gets a number, a customer, a site address, a status and a place for notes, tasks and files.
One contact directory
Enter a customer once and link them to every case, by role. Duplicate warnings keep the directory clean.
Your way of working
Set your own workflows and colour-coded statuses, and invite subcontractors who see only the cases they are assigned to.
What you get
Everything your team needs to run the work
Cases and jobs
Every job is a case with its own number, customer, site address, status, people, notes, tasks and files.
Contacts and organisations
People and companies stored once and linked to cases by role, with duplicate warnings, sanctions checks and consent records.
Workflows
Your own workflows and colour-coded statuses, so cases move the way your business works.
Tasks
Tasks on a case, a contact or on their own, with due dates, priorities, people copied in and comments.
File library
Photos and documents attached to cases and contacts. Images are processed for you, and no file is ever public.
Reports
See how your cases, tasks and team are performing at a glance, and spot what needs attention.
Costs management
Keep track of the costs on every case, so you always know where each job stands.
Sales pipeline
Follow every lead from first enquiry to signed work, stage by stage, with nothing slipping through.
Security
Your data stays yours
Each company's workspace is private. Your team, your subcontractors and your customers see only what you let them see.
- Kept separate from every other company, down to the database
- Private file storage with short-lived download links. No file is ever public
- Two-factor sign-in for every user
- An audit log of who changed what, and when
Plans
From £200 per month
excl. VAT, billed monthly
Every customer gets a bespoke package built around their team. Tell us how you work and we will put together a quote.
Get a quoteGetting started
Three steps from first call to first case
1
Book a demo
See it working with your kind of cases.
2
Get a bespoke package
Built around your team, from £200 per month excl. VAT.
3
We onboard you fully
We import your existing data and set up your team.
Book a demo
See Workview Portal with your kind of cases
Tell us a little about your business and we will be in touch to arrange a demo. We will show you the product, answer your questions and put together a package for your team.
Prefer email?
office@workviewsolutions.comRequest a demo
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