VORKIVO / Features
Customer management

Your customer record should lead to the work, not a dead end.

VORKIVO customer management is built around what happens next: quote the customer, schedule the job, complete the work and invoice it from one connected workflow.

Everything included · No annual contract required · Founder price locked while active
Built around the workflow

Less admin between the customer and the payment.

VORKIVO connects the everyday steps of a small service business instead of treating each one as a separate tool.

One customer record

Keep the details you need for service work in one place.

Connected quotes and jobs

Customer management feeds directly into quoting and job workflows.

Less duplicate admin

Stop rebuilding the same customer information across separate tools and documents.

One connected process

Quote to paid, without rebuilding the same job.

Quote
Customer accepts
Job
Invoice
Paid
What is included

Core tools for a small service business.

Customer management, quotes, jobs, calendar, invoices, expenses, profit overview, follow-ups and Revenue Opportunities are part of the current VORKIVO workflow.

FAQ

Questions about VORKIVO

Is VORKIVO a CRM?

VORKIVO includes CRM-style customer management, but it is positioned as a broader Service Business OS with quotes, jobs, calendar, invoices, expenses and follow-ups.

Can I edit customer records?

Yes. Customer CRUD is part of the core product.

Is customer management included?

Yes. It is included in the Founder’s Plan.

Run the business. Not the software.

One focused workspace for the day-to-day work behind a service business.

Get VORKIVO — $14.99/month