Features
Your team learns IWB once and uses it in every module
Search, messages, and notifications work on every screen, and filters, views, and bulk actions work the same way across lists. Each user sets up their own home screen and theme.
01Find and organize
Find what you need without clicking through screens
Search, filters, and views sit in the same place across lists. What your team learns in one module carries over to the next.
- Search and ⌘KFind contacts, documents, and pages from one boxYou don't have to open a module to find a record in it. ⌘K opens the command palette on any screen, and what you type is searched across 20 record groups.
- Filters and saved viewsStop rebuilding the same filter every morningFilter a list once and save it as a view, and it waits in your sidebar the next day. Share the view with your team, and everyone at your company works from the same filters.
- List, board, and calendarSee the stage on the board and the date on the calendarFilter a list once: the board and calendar show the same records with the same filters and search. Drag a card on the board to change a task's or support ticket's status, or a project's stage.
- Bulk actions and ExcelUpdate 20 records without opening each oneSelect records in a list and update them together, like marking quotes as sent or giving tasks a new due date. Export the list on your screen to Excel, and import your contacts and products from Excel too.
02Work together
See who's waiting on what, all in one place
Tasks, approvals, and task mentions come together in My work. Messages and emails stay next to the record they are about, so no one has to dig for the history.
- My workSee what's waiting for you today in one listDon't let an approval or a support ticket run out of time without you noticing. Your tasks, documents awaiting your approval, support tickets, and activities line up in My work by due date, with overdue work at the top.
- MessagesKeep the conversation next to the recordYou don't have to leave the screen you're working on to talk about an order. On a desktop, channels and direct messages open at the bottom right, and a linked order or quote shows as a record card.
- EmailStop downloading quotes to email them from another appSend quotes, orders, and invoices from their own screen with the mailbox you connected. The recipient and subject come from the customer and document number, the PDF is attached, and the sent email stays on the record's timeline.
- NotificationsKnow when an approval or a due date needs youWherever you are in IWB, the bell shows documents awaiting your approval and tasks assigned to you. With the Focused preset, what directly involves you arrives as a separate email, and task and activity traffic comes in the daily digest.
- Approval workflowsStop chasing approvals by phoneOrders, payment vouchers, and leave requests reach the right approver's inbox through the flow you set up. Approvers see the time left, and an overdue approval can go to the approver's manager or a person you choose.
03Make it yours
Users set up their screen, the company sets the rules
Each user arranges their own home screen and theme. Your administrator decides who sees what, which fields records have, and how documents print, without writing code.
- Home screen and themeKeep your everyday apps at the top of the home screenApps you don't use stay out of the way, and your layout and theme look the same on any computer. Drag tiles to reorder them, drop a tile onto another to make a folder, or hide them.
- Roles and permissionsLet everyone see what their job needs, and nothing moreYou decide what each role can do in every module, and which records and fields it sees. IWB shows step by step why a record is visible to someone, or where access stops.
- Custom fieldsDon't wait for a new release to add a fieldYour administrator adds the field you need to contacts, orders, tasks, or employee records without writing code. It shows on the form and the detail page, and as a list column and filter if you choose.
- Document designMake quotes and invoices print in your own layoutYour logo and company name sit in the header, and the line items, totals, and signature area go in the order you choose. Once you save a design, later documents print with it, and you can reset to the default if it doesn't work for you.
04On every screen
Ready on every record and every screen
These tools need no separate setup. They work from the day you start using IWB.
Change history
Who changed what and when, field by field with old and new values, stays on the record's timeline.
Document flow
Quotes, orders, waybills, and invoices are linked. Every document shows the one before it and the one after.
Files
Attach files to records. Versions are kept, and you can share files outside with a PIN-protected, time-limited link.
Activities
Schedule calls, meetings, or visits on a record. Overdue activities come to you as notifications.
Module dashboards
The larger modules open on a dashboard. Add cards and drag them around to build your own layout.
Document numbers
Set the format of quote and invoice numbers yourself, with the year, month, branch, or company code.
Company switcher
In a group of companies, the same switcher sits on every page, so you see one company or several together.
6 interface languages
Turkish, English, German, French, Russian, and Kyrgyz. Each user picks their own language.
05
Frequently asked questions
Are these features in every module?
Search, messages, notifications, and My work are on every screen. Filters, saved views, and bulk actions are in most lists, and which views and bulk actions are available depends on the list. Excel and CSV downloads are built into quote, order, invoice, purchasing, CRM, and service lists, and the contact, product, project, task, and accounting screens have their own exports.
Can I share a saved view with my team?
Yes. Turn on "Share with team" when you save a view, and everyone in the same company can see it, while only you can edit it. A shared view still shows each user only the records they have permission to see.
Which address do emails go out from?
If you connect your mailbox, emails go out from your own address. Gmail, Microsoft 365, and your own mail server are supported. Your administrator chooses which mailbox sends e-Archive invoices, service and support emails, notifications, and others, and without a connected mailbox, these go out through IWB's own sending service.
Which actions can have an approval flow?
Sales orders, purchase requisitions and orders, expense claims, finance and accounting entries, timesheets, employee requests, BOM revisions, tenders, service, task completion, lab actions, and terminations. Quotes and sales invoices don't have approval flows.
Do my theme and home screen follow me to another computer?
Yes. Your theme, colors, wallpaper, and home screen layout are saved to your account, so they look the same when you sign in on another computer. Column order and widths in lists stay in the browser you use.
Are the same tools available on a phone?
IWB runs in the browser, and its screens adapt to phones: the bulk action bar moves to the bottom of the screen, the messages window opens full screen, and drag and drop starts with a long press. IWB isn't in the app stores, and it doesn't send push notifications. Notifications arrive in the app and by email.