WorkRails 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

WorkRails

5.0

(1)

Pricing

Pricing available upon request

About WorkRails

Selling professional services is unnecessarily complicated, time consuming, and labor-intensive. Traditional Configure, Price, Quote (CPQ) software cannot handle the complexity of services so companies rely on spreadsheets, Word docs and manual processes as a stopgap, creating internal dysfunction and customer frustration. WorkRails is passionate about solving this and has built a Services CPQ that automates all aspects of services selling; from initial discovery & scope to final approval. Companies are able to simplify workflow, eliminate errors, accelerate revenue and build SOWs in minutes, not months. Additionally, WorkRails provides connectivity between CRM and ancillary services' applications such as PSA, CLM and CPQ. This eliminates the need for multiple departments to review work and adds predictability to staffing needs and delivery timelines. WorkRails makes selling services easy.

We champion the professional service industry.

We believe that services are the underdog—the unsung hero at thousands of SaaS companies. Services should be viewed as a part of the revenue function, not a support function. We have learned that services teams work incredibly hard for their c...

WorkRails Screenshots

WorkRails Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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WorkRails Features

Popular features found in Professional Services Automation
Client Portal
Collaboration Tools
CRM
Document Management
Project Tracking
Quotes/Estimates
Resource Management
Task Management
Timesheet Management
More features of WorkRails
Access Controls/Permissions
Approval Process Control
Automated Quoting
Catalog Management
Content Delivery
Content Management
Customizable Branding
Estimating
For Sales Teams/Organizations
Price/Margin Management
Pricing and Cost Calculations
Pricing Management
Proposal Generation
Reporting & Statistics
Template Management
Third-Party Integrations
Workflow Management

WorkRails Integrations

Salesforce CPQ & Billing

WorkRails User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used WorkRails and would like to share your experience with others?

Katie C.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed February 2022

Game changer!

We started out creating bespoke proposals/statements of work for every deal and had a 300+ line questionnaire sales had to complete to get pricing and a proposal generated, which was all manual. Our average turnaround time for a proposal was 3 weeks. We created standard packages alongside finding WorkRails to help us turn our packages into an automated, guided selling tool for sales to generate their own proposals. We implemented a workflow within Salesforce so sales doesn't even know they are using different software, the experience is seamless. Once an opportunity is created, sales uses a workflow to pull up a product catalog of all of our professional services. They answer a few questions for each product, then add it to their shopping cart. When they check out, the proposal is automatically generated for review. The WorkRails team has been a true partner with us in this journey. They understand our products and services and are always thinking outside the box for ways to make proposal generation even easier for us. They are extremely responsive to any and all requests and take extreme ownership to ensure we are achieving the right outcomes.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

WorkRails provides a guided selling process to take the guesswork out of proposal generation. It puts the power in the hands of our sales team to quickly create a proposal that meets all the prospect's needs and cuts down on manual effort from the professional services team to gather information and generate proposals. It used to take weeks to generate a proposal and it's now done in minutes.

Cons:

The WorkRails team has done some customization to meet our unique needs, which makes updates a little more complex than we originally anticipated. However, the WorkRails team is ALWAYS there to help and has created a runbook for us that guides us through the basics of the system and allows us to do most of the updates ourselves.

Reasons for choosing WorkRails

No one is doing what WorkRails is doing. None of the other vendors we looked at were even close to what we could get with WorkRails. WorkRails has been a game changer for us.

Showing 1 - 1 of 1 Reviews