ZCRM

Project, records & task management

Clear project, records and task managementZWORK

Project and task management for teams that run service records: create records, assign services, track progress and delegate tasks, then draft and export contracts, all on one platform.

Project and records list in ZWORK

ZWORK

Explore ZWORK features

Projects, tasks, automated contracts and ISO reporting in one web app that also works on mobile.

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Forms and contracts management screen, list view
Screen for uploading contract and form templates to ZWORK

The challenge

The problem consulting and records teams face

When a team handles many customer records in parallel, each with multiple services and accompanying paperwork, tracking everything in spreadsheets or verbal handoffs easily causes missed work, task assignments go unrecorded, and manually drafting each contract or document set is slow and prone to copy-paste errors. When ISO audits or disputes arise, the team also struggles to retrieve a complete activity log.

The solution

The solution: one platform for projects, tasks, and paperwork

ZWORK manages projects and records through a 4-stage pipeline or a drag-and-drop Kanban board, assigns and tracks tasks with a recorded owner, drafts and exports contracts to Word/PDF with auto-filled data, maintains a library of standard ISO-coded form templates, and manages construction items along with their accompanying paperwork: import data from Excel and exporting in bulk by item code instead of drafting each file by hand. Every action is recorded in the system log.

Assigning a service to an item within a project in ZWORK
Dialog for creating a new project/record in ZWORK
4record pipeline stages
Open a new record and assign the customer and services in one step.

Standout

Standout: bulk document export by construction item

For records with many construction items, ZWORK lets you import data from Excel, map spreadsheet columns to system fields, preview the filled-in data, then export the entire related document set by item code instead of drafting each file by hand.

Mapping Excel spreadsheet columns to system fields when importing data in ZWORK
Preview screen for data just filled into a template in ZWORK
Map Excel columns once, preview, then export in bulk.

Who it's for

Who ZWORK is for

Consulting or service-records teams (for example, industrial-zone investment consulting) that need to track many customer records in parallel; managers and business owners who need visibility into the entire records pipeline and to assign staff permissions by service; and administrative staff who need one place to both look up standard form templates and bulk-export contracts and documents.

Why ZWORK

Every record under control

  • Pipeline tracking

    Records move through a 4-stage pipeline or a drag-and-drop Kanban board, so progress is visible at a glance.

  • Bulk document export

    Import data from Excel and export the right document set for each construction item.

  • Full activity log

    Every action is written to the system log, ready for ISO checks and internal compliance.

Ready to manage projects and paperwork on one platform?

Explore the full feature set or contact us for deployment advice.