Innovation in Business Management

In addition to advanced project management, 123worx provides functionality rich solution to manage your business. Now you can manage your entire construction business with similar details and ease as project management. Project Management, Business Management, Collaboration management and productivity tools are all part of a single solution with a familiar and easy to use interface. There is absolutely no requirement for manual data transfer between business, project or collaboration management functionality.

Opportunity/Lead Management (CRM) ​

123worx offers comprehensive CRM for opportunity and sales management. It allows user to track communication and activities for each lead. In addition, there are over dozen tools that help build and manage the lead – Activities, Meetings, Questions, Registry, Checklists, Tender Documents, Tenders, RFI’s, Client Proposals, Schedules, RFP’s, Workplace Safety, HR Management, Reviews, Inspections, Time Clock, Document Library, Notes, Competitors​.

Document Management

The company-wide Document Library that let you manage documents, photo and video. Integration with Office 365 allows for seamless creation, editing and viewing of Word, Excel and Power Point documents. Access to the Document Library is controlled with the role-based access.

Activities Management

Activities management is a comprehensive tool that manages and tracks various activities with clients, trade partners and between employees. Activities include tasks, phone calls, appointments, emails, marketing campaign responses​.

Contacts and Companies Database

Contacts and Companies database is an important part of any business. 123worx provides comprehensive and contact database with many useful features (Registry, Contacts, Addresses, Activities, opportunities, projects, pricing, request for proposals, purchase orders, vendor credits, punch list, work orders, document library, notes, warranty, service management, trade partner and supplier management). 123worx import feature makes it easy to migrate data from other platforms.

On-Line Time Clock

Time clock/Punch clock is an important tool to manage the time sheet for hourly employees. Available on mobile app with geo location recording, it increases the productivity as employees can only claim the time when they are physically on site or in the office. It eliminates the need for paper time sheets and provides on-line approval.

Client Proposals

The client proposal comes loaded with many features such as Risk Analysis, Proposal Overview, Detailed Quote, Proposal Payment Schedule, Pictures, Drawings, Cover, Reports

Request for Proposals

123worx provides consolidated request for proposals and tender management for all projects​.

Sales Quotas and Commission

Track and manage sales quotas and commission associated with sales. Track the upgrades for sales commission on all projects during design and post sale​.

Marketing Campaigns & Lists

123worx has a built in Marketing Campaign with many useful features to manage campaigns. This includes Lead Source Management, Campaign Cost Management, Marketing Schedule with Gantt chart, Marketing Campaign Contact Lists and Email Lists. Email are sent using the third party integration such as SendGird or MailChimp.

Company Process ​​​

123worx has built in application to create and manage company process documents. This includes but limited to org charts, business process charts, documentation​ and integration with HR functionality.

HR Management

123worx has a company HR policy and management feature. It includes HR protocols, HR meetings, action plans and employee reviews, etc.

Safety Management Center

Comprehensive company safety policy and management including government’s company-wide safety protocols.

Experience the Power of 123worx