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Cortex Workbench: ERP From Booking To Dental Chair And More
One place for the whole team to run accounts, deals, and conversations. Workbench pulls contacts, pipeline, communication history, and tasks into a single hub — so nobody works from a stale spreadsheet again.
The Problem
Why Cortex Workbench exists ?
Client context is scattered across inboxes, sheets, and people's heads.
When account details live in five tools, follow-ups slip and handoffs lose context. Workbench gives every account one record — contacts, deals, messages, and tasks together — so the team always knows where things stand and what happens next.
Watch the 2-min demo — no form needed
Six things Cortex Workbench does
Unified contact & account hub
Every contact and company lives in one place, deduplicated and linked, so anyone can open an account and see the full picture instead of hunting through inboxes and sheets.
- Single source of truth per account
- Linked contacts and companies
- Deduplication on import
- Custom fields per record type
Deal & project pipeline
A visual pipeline tracks each deal or engagement stage by stage, with owners and next steps, so it's obvious what's progressing and what needs a push.
- Drag-through stage pipeline
- Owner and value per deal
- Weighted forecast view
- Stalled-deal flags
Shared communication timeline
Conversations are captured on the account timeline, so the next person to touch a relationship sees exactly what was said — no forwarding threads or re-explaining.
- Email and message logging
- Per-account activity timeline
- Notes and internal mentions
- Context carried through every handoff
Tasks & follow-ups
Turn any conversation into a task with an owner and due date. Reminders and a shared task view make sure follow-ups actually happen instead of living in someone's memory.
- Assign tasks with due dates
- Reminders and overdue alerts
- Shared and personal task views
- Recurring follow-up templates
Roles & team collaboration
Role-based permissions decide who sees and edits what, so leadership, account owners, and support each get an appropriate view of the same underlying hub.
- Role-based access control
- Team and territory scoping
- Shared views and saved filters
- Activity audit per user
Reporting & analytics
Dashboards summarise pipeline value, conversion, and activity, so managers can spot risk early and coach on real numbers instead of gut feel.
- Pipeline and conversion dashboards
- Activity and response metrics
- Forecast vs actual
- Exportable reports
Different Teams, Same Platform
Agencies & studios
Run every client relationship, brief, and follow-up from one shared hub.
Sales teams
Keep the whole pipeline visible with owners, stages, and next steps.
Professional services
Track engagements and account health across the delivery team.
Founders
See every deal and conversation without chasing people for status.
Customer success
Hold account context and renewal tasks in one timeline.
Operations
Standardise how the team logs work, so nothing depends on one person's memory.
Under the Hood
A fast, integration-ready internal platform
Workbench runs on the same hardened CortexCraft platform as the rest of the suite — API-first, role-aware, and built to sit alongside your existing email and tools.
FRONTEND
A responsive SPA with fast, filterable list and detail views.
BACKEND
Node.js / TypeScript services with a clean REST API.
DATABASE
PostgreSQL with per-account relational integrity.
AUTH
Role-based access control with SSO support.
INTEGRATIONS
Connects to email and the wider CortexCraft product suite
AUDIT
Per-user activity logging across records.
“Workbench became the place we actually run the business. Everyone opens the account, sees the history, and knows the next step — no more 'who owns this?' threads.”
1
shared hub replaced five disconnected tools.
Test It Yourself
Talk to it — don't just read about it
Let the agent call you, log an update against an account, and answer your questions about the hub.
We'll call within ~30 seconds. The call takes about 2 minutes.
Explore The Rest Of The Suite
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Action-driven real estate operations by turning property data into an auditable, trackable compliance task queue.
Ready to see it in your workflow?
Tell us the operation you want to automate and we'll show you the product that fits — running on your scenario.
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