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Solutions · Enterprise

One record, one audit trail, your rules.

Large sales organisations need control before they need features. Workloom gives you roles by team, access that expires, every change logged with who approved it, and an assistant that never acts without a person.

Book a demoRead the trust centre
An executive in a suit stands at a high-rise office windowA panel of speakers at an eventTwo colleagues shake hands across a table
Your structure · swipe to switch

Managers see exactly what sits below them: country, then pod.

An example workspace.

Rolling out

From pilot to every region.

  1. Step 1A speaker on stage in front of a full audienceSecurity review.Our trust centre, data processing agreement and sub-processor list, up front.
  2. Step 2A team meets around a whiteboardA pilot team.One pod runs in Workloom while the rest of the organisation stays in the current CRM, synced one way.
  3. Step 3Two colleagues compare notes on their laptopsYour structure.Import your teams and roles. View the product as any role before you invite people.
  4. Step 4A team cheers together in the officeRegion by region.With one rulebook for routing across all of them.

A security and sales-ops review, before and after.

Before
  • Access given broadly because roles are too coarse, then never taken back.
  • Agencies and contractors share logins.
  • A change to the process has no author and no date.
  • AI features that act first and explain later.
With Workloom
  • One role per person, scoped to their records, their team, or everything below.
  • Access for agencies and operators that ends on a date, with a sponsor on your team.
  • Every change in the activity log, with who made and who approved it.
  • An assistant that stages work and waits for a person to approve.

The apps and the pack you would use.

Start fromSales packPilot with one pod on the Sales pack while the rest of the organisation stays in the current CRM, synced one way. Change roles, stages and apps before you widen it.See the packs and plans

Workflows you would run

The security review

  1. Read the trust centre, the data processing agreement and the sub-processor list.
  2. Ask us about anything the trust centre does not answer.
  3. Agree the region options for your data.
  4. Move to a pilot.

Give an agency time-bound access

  1. Name the resources the agency may reach.
  2. Set an end date and a sponsor on your team.
  3. The agency works inside exactly that.
  4. Every use of the access is logged, and it ends on the date.

A support grant

  1. An admin grants Workloom support access to the workspace.
  2. It lasts for up to 72 hours.
  3. Support works read-only, for the window you set.
  4. The grant and its use appear in your activity log.

What Wren does inside your rules.

  • Works within the permissions of the person asking; it cannot see what they cannot.
  • Stages every change for approval instead of making it.
  • Never marks a deal won on its own.

What people ask first

Do you hold security certifications?

We publish our controls and sub-processors in the trust centre. Certifications are listed there once they are issued.

Where is data stored?

Customer data is stored in Microsoft Azure. Region options are listed in the trust centre.

Can we keep Salesforce?

Salesforce sync is in development. Today, HubSpot and CSV imports are supported.

Do you support SCIM and single sign-on?

Joiners and leavers sync from your identity provider over SCIM 2.0, and group mappings set teams and roles.

Can our support team see our data?

Not unless you grant it, for up to 72 hours, and the grant is logged in your activity log.

Bring every region onto one record.

Fewer vendors holding customer data, a forecast every region reports the same way, and AI that stays accountable.

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