WORK 365 Overview

Work 365 transforms how Microsoft Partners manage CSP subscriptions and billing. By automating invoicing and provisioning, it simplifies the complexities of CSP management. Partners can expect streamlined operations that reduce manual errors and save time. The platform's native integrations with existing tools ensure seamless workflows, enhancing productivity across finance and IT teams. Work 365 is trusted globally, indicating its reliability and effectiveness in scaling cloud services. This solution is ideal for businesses aiming to optimize their cloud service management and billing processes, ensuring a smoother, more efficient operation.

Use Cases

Customers recommend Subscription Management, Billing And Invoice Management, Onboarding, as the business use cases that they have been most satisfied with while using WORK 365.

Other use cases:

  • Contract Management
  • Products & Pricelist Management
  • Account Management
  • Bundling Of Products
  • Helpdesk Management
  • Engaging Conversational Surveys
  • Payment Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using WORK 365.

Other priorities:

  • Improve Stakeholder Relations
  • Scale Best Practices
  • Improve Customer Satisfaction
See all business priorities See less business priorities

WORK 365 Use-Cases and Business Priorities: Customer Satisfaction Data

WORK 365's features include Personalization, and Recording. and WORK 365 support capabilities include 24/7 Support, Chat Support, Email Support, etc. also WORK 365 analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Work 365 is billing automation and subscription management platform and built for Microsoft CSP Partners to scale and grow their cloud business...." Peer review from IOTAP

Peer review evidence (same sources as the product rating summary)

"...Ketan Jawale Ketan Jawale Work 365 Version 2.0 Subscription Management and Billing Automation Platform..." About Work 365 News and Latest Releases
"...Watch our webinars to see how Work 365 can help Indirect and Direct CSPs automate and reconcile billing and invoicing. ..." Setting up a Simple Case Management System on Dynamics
"...Onboarding each new customer took up to an hour..." Subscription Management and Billing Automation for ISV and SaaS Providers

WORK 365, belong to a category of solutions that help Customer Feedback Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Work-365 is a Microsoft cloud billing software automation platform that addresses billing, invoicing, subscription, and provisioning challenges. CSPs, MSPs, and SaaS/B2B benefit from its streamlined solutions.

WORK 365 Customer wins, Customer success stories, Case studies

How can WORK 365 optimize your Subscription Management Workflow?

How can WORK 365 optimize your Billing And Invoice Management Workflow?

What benefits does WORK 365 offer for Onboarding?

How does WORK 365 facilitate Contract Management?

Why is WORK 365 the best choice for Products & Pricelist Management?

8 buyers and buying teams have used Cuspera to assess how well WORK 365 solved their Customer Feedback Management needs. Cuspera uses 249 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Customer Feedback Management needs.

 

Infinity Group - Information Technology And Services - Medium

London, UK

Work 365 helped Infinity Group save £1M each year. They cut manual billing by 75% and improved turnaround times by 60%. The company replaced disconnected tools with a single source of truth for subsc...riptions. Automation eliminated errors and enabled scalable growth. Infinity Group now manages billing and subscriptions efficiently without adding staff.

Schools Industry - Education

Email to Case Automation helps schools manage support by creating cases from emails. The app links cases to the right contact or account. It copies email bodies and attachments to the case. Users say... it is easy to deploy and works well. The tool improves control and performance for support teams.

 

365Solutions - Information Technology And Services - Small

London, UK

Work 365 CSP and Billing Management helped 365Solutions, a Gold-Certified Microsoft Partner, automate billing and subscription management. The company cut billing time by 80%. Sales teams gained 4 ex...tra hours each day. Customer satisfaction and billing transparency improved. The platform enabled customer self-service and streamlined operations.

 

Amaxra - Information Technology And Services - Small

Redmond, USA

Amaxra used Work 365 CSP and Billing Management to fix manual billing errors. The company recovered lost revenue and made billing more accurate. Work 365 helped Amaxra scale its cloud business. Custo...mers now get self-service and multi-level support. Billing is simpler and customer satisfaction improved.

 

Fusion Connect - Information Technology And Services - Medium

Atlanta, USA

Fusion Connect used Work 365 to fix billing errors and automate operations. They recovered $100,000 in lost revenue and saved $232,000 each year. Work 365 helped them add a self-service portal and au...tomate renewals. This made their business more efficient and ready to grow. Customer satisfaction improved with better billing and service.

 

Innovia Consulting - Information Technology And Services - Medium

Janesville, USA

Innovia Consulting automated sales, billing, and support with Work 365. Manual processes had slowed their sales and subscription management. With automation, they added 6,000 licenses without hiring ...more staff. Onboarding time dropped to 3 minutes. They saved over 5,700 hours and achieved 300% projected growth. Work 365 helped them scale as a Microsoft CSP.

Work 365 - A Billing and Subscription Management for Microsoft CSP Partners

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Peers used WORK 365 for subscription management and billing and invoice management

WORK 365 Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.08/5

Read Reviews (10)
Analytics

3.85/5

Read Reviews (12)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.08/5

Read Reviews (10)
Analytics

3.85/5

Read Reviews (12)

Software Failure Risk Guidance

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for WORK 365

Overall Risk Meter

Low Medium High

Top Failure Risks for WORK 365

IOTAP Inc. News

Product

https://www.work365apps.com/tag/major-update/

Work 365 has introduced several updates to enhance its CRM and billing functionalities. These updates include a new self-service portal with improved purchase features, notifications for billing contract capacity, and updates to fields and logic for better user experience. Additionally, a new section in the billing contract and updates to subscription forms have been implemented.

Awards

IOTAP Named to 2025 Inc. 5000 List of Americas Fastest-Growing Private Companies

IOTAP, the creator of Work 365, has been recognized on the 2025 Inc. 5000 list of America's fastest-growing private companies. This accolade highlights IOTAP's growth and the impact of Work 365 in aiding Microsoft cloud resellers and IT service providers with subscription and billing operations. The company is also preparing to launch Work 365 PV 3.0, enhancing billing and subscription management capabilities.

Product

Work 365 Releases Version 4.8 to Help Microsoft Partners Adapt to Pricing Changes

Work 365 releases Version 4.8, enhancing CSP management and billing with features like product catalog management, billing automation, and self-service portals for Microsoft Cloud Solution Providers.

Product

Dynamics Version 4.8 Release

Work 365 Dynamics Version 4.8 introduces features for product management, subscription management, billing automation, and self-service, enhancing CSP management and Azure billing solutions.

IOTAP Inc. Profile

Company Name

IOTAP Inc.

HQ Location

11710 Plaza America Dr. Suite 2000, Tel: +1-703-884-3363, Reston, VA 20190, USA , Reston, Virginia 20190, US

Employees

51-100

Social

Financials

PRIVATE