[ Worksuite Reviews ](https://www.g2.com/products/worksuite/reviews) [ Worksuite Reviews ](https://www.g2.com/products/worksuite/reviews) # Worksuite Features ##### ## Hiring (4) RFP Creator Provides templates to create and distribute request for proposals. Messaging Enables users to message with freelancers before and after an agreement. Freelance Screening Provides verification of a freelancer's identification. Freelance Profiles Displays profiles of freelancers with pertinent information. Show More ##### ## Project Management (4) Calendar Provides a project calendar visible for both the freelancer and employer. Guidelines and Policies Shares documents like style guides with the freelancer. Workflow Builder Enables the user to build project workflows that are visible for both the freelancer and employer. Digital Asset Management Provides a space to store digital assets which can be used by the freelancer. Show More ##### ## Payment (4) Payment Automation Automatically pays the freelancer upon completion or approval of a project. Secure Payments Provides a method for secure payment. Multi-Currency Payments Enables the user to make payments in multiple currencies. Multiple Payment Methods Provides multiple methods for the user to pay the freelancer. Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Platform Basics (8) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Portal Contains a portal to facilitate third-party or client application access. Payment Contains built-in payment processing capabilities or integrates with payment processing software Project Management Manages budgets and deadlines. Dashboard Has a centralized dashboard for users to interact with. Performance Performs and secures payments efficiently on both the user and the consumer ends Portal Contains a portal to facilitate contractor access to payments Show More ##### ## Platform Performance (5) Reporting Provides analytics tools that reveal important business metrics and track progress. Application Monitoring Contains application performance monitoring capabilities. Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Monitoring Contains application performance monitoring capabilities. Show More ##### ## Platform Functionality (24) Document management Manages necessary docuements for ease of visibiltiy and access. Requalification Automated compliance renewal notifications. Compliance Tracks contractor compliance levels and renewa dates. Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Calendar Management Track and manage schedules and meetings via an integrated calendar Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Work Order Management Creating, assign, and track jobs and/or tasks for work orders Supplier Management Manage all supplier data and operations Inventory Management Track and manage inventory levels to maintain proper supply Task Management Create, manage and track all task activities and progression Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Proposal Management Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. Safety Management Identify and assess hazards to ensure the well-being of employees, assets, and the environment Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Contract/License Management Track, store, and access client contracts or licenses Job Management Manage and track all job information and associated tasks Timesheet Management Track the amount of time spent on a job or task Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Template Management Create, save, and re-purpose templates for emails, forms, etc. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Subcontractor Management Track information, qualifications, and contact details of subcontractors Workflow Management Create, design and manage workflows for repetitive tasks Purchase Order Management Create, send, and track purchase orders and their statuses Show More ##### ## Platform Additional Functionality (7) Onboarding Onboard workers via online, classroom, or external training. Pre-qualifiation Pre-qualify contract workers via reference, record, background check. Onsite Monitoring Monitor contractor onsite activities, performance, etc. Subcontractor Monitoring Ensure subcontractors are working safely on client sites and document audits/inspections for reference. Reporting Provides analytics tools that reveal important business metrics and track progress. Mobility Is accessible from a mobile device and by users on the go. Portal Contains a portal to facilitate third-party or client application access. Show More ##### ## Platform Content (5) Contracts Creates new or templated contracts for freelance and extended workforce. Request Tool Creates, resuses, and issues request for proposals (RFPs), assignments, and other requests. Selection Management Track and organize selection of freelancers and contractors. Invoicing Tool Invoice generation and submission for managing freelance, contract, and extended workforce. Proposal Tool Freelancers and other participants can create, share, and respond to RFP and work requests. Show More ##### ## Platform Administration (3) Integrations Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR. Compliance Maintains compliance with payroll regulations. Reporting Provides analytics tools that reveal payment metrics of contractors over time Show More ##### ## Platform Payment Content (3) Document management Manages necessary information of contractors for ease of visibiltiy and access. Invoicing Tool Generates invoices from HR departments for managing freelance, contract, and extended workforce. Wage access Gives employees the ability to view, manage, and withdraw earned wages before payday. Show More ##### ## Generative AI (2) Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Vendor Management (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (69) Estimating Estimate expected cost based on various factors before a project begins Budgeting/Forecasting Create budgets based on historical data and future projections Team Collaboration Allow multiple team members to edit and work on the same document Scheduling Plan availability and assign specific time slots for tasks and resources Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Updates Receive system updates as soon as any changes are made Electronic Signature Digitally sign online documents Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Task Scheduling Track and manage the scheduling of tasks Multiple Projects Ability to handle several projects simultaneously Contractor Database Easily track all contractor information in one centralised location Qualification Tracking Track certifications, qualifications, and licenses for employees, contractors, etc. Project Tracking Monitor the progress of projects from start to finish Third-Party Integrations Set up connections to third-party platforms to improve business processes Mobile App Access the system via a mobile application Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Billing & Invoicing Create, manage, and send invoices or bills to customers Job Costing Calculate total itemized costs, including initial costs and any changes Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Equipment Tracking Track the location of specific equipment at all times Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Forms Customize contracts and forms to collect specific information Time Tracking Measure and track time including hours worked and paid time off (PTO) Customizable Reports Alter the layout and content of reports Project Time Tracking Measure time to completion or hours worked for projects Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Cost Estimating Forecast the cost and resources required to complete a project Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Generative AI Use AI to generate content in the form of text, images, videos, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Sourcing Management Negotiate best prices and choose the right vendor for various purchases Vendor Master Data Management Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Management Store, manage, and track all electronic documents in a centralized location Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Data Visualization Graphical representation of data Access Controls/Permissions Define levels of authorization for access to specific files or systems Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Risk Assessment Initiate collection and analysis of known risks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data Receive data and information in real time Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Vendor Payment Process payment to vendor(s) for goods/services received Third-Party Integrations Set up connections to third-party platforms to improve business processes Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Purchase Order Management Create, send, and track purchase orders and their statuses Contract/License Management Track, store, and access client contracts or licenses Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Show More ## Top-Rated Alternatives [ ![TalentDesk.io](https://images.g2crowd.com/uploads/product/hd_favicon/0b491daa2a06ac9dfdab8579ff91aec4/talentdesk-io.svg "TalentDesk.io") TalentDesk.io 4.8/5(71) 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