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Customer Service Workbench


Instant Access to Customer Needs

Achieve the Highest Level of Customer Service

“Where’s my order?”

“When will it be shipped? What other items can be substituted?”

“Why is the discount so low? Who gave you the original PO? Can I get a copy of the Acknowledgement right now?”

Sound familiar?

Just another day in the life of a customer service rep. With the Aptean Industrial Manufacturing ERP WorkWise Edition Customer Service Workbench (CWB) every one of these requests can be answered and fulfilled instantaneously.

Customer Service Workbench Benefits

  • Access to every piece of relevant customer order data from quote to shipment
  • Extensive lookup ability using wild card approaches so that the smallest amount of information from the customer will suffice to get the answer needed.
  • Tracking of all net changes to orders to analyze and improve customer service.
  • Margin and commission data access with security authorization.
  • Access to a complete document archive for each order and /or customer to clear up issues and quickly email the customer requested information.
  • The complete history of all orders is available to be accessed by any metric needed, and the user can quickly compose an analysis for the customer or the president of your company to fulfill any request

Customer Service Workbench Key Features

Drill Down to Everything

The Customer Service Workbench provides drill down access to the entire customer demand process, from quotation through shipment and invoicing. Sales analysis with unlimited user defined groupings and drag and drop consolidation of data is a few clicks away.

Track Workflow

Users are able to track the workflow of any order. In addition, users are provided with crucial order data at every step along the road to shipment, giving them a complete view of any customer order. Customer service reps are always prepared to help your customers.

The Original Role-Based ERP Software

Role-Based ERP Workbenches by WorkWise are an innovation that allows the user to assemble all the modules and applications necessary to fit a particular role or task into a single view. Everything is available in one view, sharing the items of interest with multiple functions.

Multi-tier Excel Exports

Export any portion of the Workbench to Excel, including multiple pages.

Advanced Drill Downs

From one screen, quickly drill down to view invoice details and history.

Unlimited Search Potential

Create simple searches or specialized queries with advanced criteria.

All aspects of our company are now running through our ERP software. Having everyone work out of the same system and not have multiple programs that you have to jump back and forth through, has allowed us to get more done in less time.

Gary Volz

Software Developer


One of the main benefits we’ve experienced using WorkWise ERP is being able to get meaningful information we can use, versus getting data that requires more work to get the answers you’re looking for. The data is integrated and streamlined for efficient use which keeps our fixed costs lower and allows us to invest our capital into building better products.

Michael Ray



It doesn’t take all day to do our schedule anymore. Also, the Performance Management WorkBench lets us see what information we want to see, and what time we want to see it, in a nice visual way. Item Planning is also great. It’s so easy to look up specific information related to whatever we need to see.

Kelly Crowell

AMI President

American Metal Fab

What’s really nice is having everything in one package. My financials are in the same package as manufacturing and customer orders. Everything integrates seamlessly. Bringing in inventory management has been a huge benefit for us. Being able to jump between workbenches and different points of data has been really nice.

Pam Reynolds

Chief Financial Officer


I would highly recommend WorkWise to other companies. It’s cost competitive, the Cloud ERP implementation has been great, the people have been great. WorkWise bends over backwards to help us. We feel that they’re on our side.

Don Lavrenz

President and CEO

The Industrial Controls Company

WorkWise has been a true leader in our ability to drive process change and productivity enhancement, and to assist us in our lean capabilities.

Jim Moldenhauer

IT Manager


I would definitely recommend WorkWise ERP to anyone looking to improve their manufacturing processes. We’ve been utilizing the software for 20 years and have never regretted our decision.

Chris Reid


Service Stampings

WorkWise spent a lot of time with us in order to understand our manufacturing process. We’re fairly unique, and there’s not that many companies in the world that do what we do. WorkWise really made us feel like they understood what we were doing and where we were going.

Dave Manahan

Business Process Improvement Director


The team at WorkWise is phenomenal. I highly recommend WorkWise ERP to any company looking to improve their processes, improve their efficiency, become more productive and work with a company who really gets to know them and understands what they’re going through.

Mike Campise

IT Systems Specialist


Ready to Learn More

Ready to see how our powerful ERP software can benefit your business? Schedule your personalized, one-on-one demo today.

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