InterWebflow
Configurable business operations platform

Run clients, work and business processes from one connected platform.

InterWebflow brings client management, workflow automation, projects, forms, documents, appointments, communication, time tracking and billing into one configurable workspace.

Configured around your business Connected client and work records Automation without disconnected tools
InterWebflow dashboard, client workspace and workflow automation interface
Connected client recordsKeep communication, documents, forms, appointments and work together.
Workflow automationTrigger emails, activities, tasks, reminders and external actions.
Visual formsDesign, send, complete, sign and turn collected information into outputs.
Operational visibilityGive each role a useful view of work, finances and communication.
One connected process

Your business should not need five disconnected systems to complete one piece of work.

InterWebflow connects the records, people and actions involved from the first enquiry through delivery, documents and billing.

Information stays connectedClient, project, form, task, document and financial records remain linked.
Teams know what happens nextWorkflows, dashboards and automations guide follow-up actions.
Configure instead of forcing a rigid processUse roles, profiles, labels, templates and modules that suit the organisation.
Enquiry or clientCapture the first interaction and establish the connected record.
Form and information captureCollect details, files, photos and signatures internally or externally.
Workflow and project deliveryAssign work, track stages, communicate and complete required actions.
Documents, time and billingGenerate outputs, record effort and move completed work into invoicing.
See InterWebflow in action

A practical view of the platform, not just a list of features.

Explore how InterWebflow brings visibility, client records, projects, automation and form workflows together.

One operational view across the business

Use configurable dashboards to surface the work, financial and communication information that matters to each role.

Role-relevant dashboard profiles
Recent clients, projects and upcoming activity
Financial and operational indicators
InterWebflow platform overview

Keep the complete client relationship in one workspace

Connect information, documents, contacts, projects, appointments, email, notes, activities, work orders, forms and financial records.

Complete client history
Internal and external forms
Connected work and financial records
InterWebflow client workspace

Automate what happens next

Respond to business events with one or more actions, including communication, activity updates, scheduled follow-up and connected web services.

System and workflow triggers
Conditions, delays and ordered actions
Email, SMS, tasks, activities and API actions
InterWebflow workflow automation

Forms that become part of the workflow

Build forms visually, complete them against a record or through a secure external link, capture signatures and produce structured outputs.

Visual form design
Files, photos and signatures
PDF reports and CSV exports
InterWebflow custom forms workflow

Move work from request to completion

Track projects and tasks through clear stages while keeping work linked to clients, activities, documents and automated follow-up.

List and Kanban views
Status-based workflows
Notes, assignments and due dates
InterWebflow projects and task board
Project workflow and automation in InterWebflow
Workflow automation

Turn everyday business events into the next action.

When a client, task, appointment, quote, invoice or workflow changes, InterWebflow can help trigger the next step automatically.

Communicate automaticallySend email or SMS and keep the activity connected to the record.
Create operational follow-upAdd activities, comments, tasks and scheduled actions.
Connect external systemsUse web service actions and APIs when work needs to continue elsewhere.
Design, collect and generate documents with InterWebflow custom forms
Custom forms and document outputs

Design once. Collect anywhere. Turn information into useful outputs.

Custom forms can be completed by staff against an existing record or sent externally through a secure link. Capture structured information, files, images and signatures without breaking the workflow.

Visual form designerCreate practical layouts without asking a non-technical user to write JSON or HTML.
Internal and external completionFill forms from the backend or send a unique link to clients and other participants.
Designed reports and exportsProduce PDF outputs, capture signatures and export structured records when required.
Core platform capabilities

Everything required to manage service delivery in one place.

Start with the capabilities you need and configure the platform around the way your team operates.

Clients & Contacts

Manage organisations, people, communication, activity and connected operational records.

Workflows & Cases

Guide work through stages, responsibilities, notes, milestones and follow-up actions.

Projects & Work Orders

Plan, assign and track project or service delivery through list, board and calendar views.

Forms & Signatures

Capture structured data, files, images and signatures internally or through external links.

Documents & Resources

Organise files, protected folders, training resources, templates, links and document trays.

Appointments & Calendar

Manage appointments, jobs and calendar-based work, including Google Calendar workflows.

Time, Quotes & Billing

Record time, prepare quotes and invoices, and connect financial processes to completed work.

Dashboards & Reports

Give teams and management clearer visibility into work, communication and financial activity.

Configured for different operations

One platform. Different industries and service models.

InterWebflow can be configured around terminology, roles, records and workflows rather than forcing every organisation into the same setup.

Professional Services

Manage clients, projects, timesheets, documents, quotes and invoices for consulting and advisory teams.

Legal & Contract Work

Coordinate client records, documents, deadlines, forms, signatures and structured service workflows.

Healthcare Administration

Support onboarding, consent forms, appointments, documents and telehealth administration workflows.

Construction & Field Services

Connect projects, work orders, inspections, site photos, reports, suppliers and billing.

Education & Training

Manage registration, records, forms, resources, communication and operational follow-up.

Provider & Partner Networks

Roll out configured environments across providers, branches, partners or client organisations.

Configurable and connected

Adapt the platform around your team and existing systems.

InterWebflow supports configurable access, role-specific views, workflow structures and connected services.

Configured around your organisation

Shape the experience using roles, dashboard profiles, modules, dynamic labels, form templates, permissions and workflow profiles.

Roles & permissions Dashboard profiles Configurable labels Themes Workflow profiles

Connect operational workflows

Use accounting, calendar, communication and API integrations so that information can continue to move without duplicate entry.

Xero QuickBooks Google Calendar Email SMS APIs & web services
See your workflow in InterWebflow

Show us how your business works. We’ll show you how InterWebflow can support it.

Book a demonstration focused on your real client, project, form, workflow, document and billing processes.