WorkflowTitan handles the gap between operational work and financial systems. Track your complete business cycle from RFQ to won, lost, or cancelled for conversion and performance tracking.
Create financial requests that either get processed by your accounting team or flow directly to external parties, depending on your permissions and workflow. No more "black hole" between requesting financial actions and knowing their status.
Built for project-based teams in Creative Agencies, AEC Firms (Architecture, Engineering, Construction) & Consulting
RFQ (Request for Quote): Create quote requests to send to prospects, or simply enter existing quote amounts and reference numbers for pipeline tracking. Monitor quote status (open, won, lost, cancelled) and track conversion rates, timing performance, and total pipeline value through comprehensive dashboard analytics.
OPP (Opportunity): Track deal opportunities from initial contact through closing. Submit opportunity details to your sales/finance team for CRM entry or manage the complete sales process within WorkflowTitan. Dashboard shows total opportunities, conversion percentages, on-time performance, and aggregate opportunity values with won, lost, or cancelled outcomes.
SOR (Sales Order Request): Convert opportunities into order requests. Send to accounting for ERP entry, or (with permissions) send order confirmations directly to clients while keeping finance informed. Track order processing metrics and completion rates.
INVR (Invoice Request): Submit billing requests to your accounting team with all project details, time tracking, and cost documentation. Let finance handle the actual invoicing while maintaining operational visibility and tracking invoice processing performance.
POR (Purchase Order Request): Create purchase requests for accounting approval and ERP processing, or (with permissions) send purchase orders directly to vendors while maintaining audit trails. Monitor procurement cycles and vendor response times.
EXPR (Expense Reimbursement): Submit expense requests with receipts and project codes to finance team for processing and reimbursement. Track expense approval workflows and reimbursement timing.
VRFQ (Vendor Request for Quote): Generate vendor quote requests for procurement decisions. Send to purchasing department or directly to vendors depending on authorization levels. Analyze vendor response rates and quote competitiveness.
CORE (Project Tasks): Execute the actual project work that generates revenue while maintaining connection to the complete financial pipeline. Track project profitability and delivery performance.
Analytics Dashboard: Access comprehensive business intelligence through the analytics icon on your home page. View total volume, closed vs open ratios, conversion percentages, task values, and on-time performance metrics. See which sales activities are most profitable, conversion rates by task type, deadline performance, and the actual dollar value of your pipeline activities.
Operations teams create requests → Finance teams process in ERP/Accounting systems → Status updates flow back to WorkflowTitan → Complete pipeline visibility maintained.
Result: Your team stays productive while finance maintains control of their systems. See your entire business pipeline from initial inquiry to final payment in one dashboard.
Track on-time delivery rates by team, task type, and project. See which teams are reliable, which task types consistently run late, and whether you're ready to take on more work or need to fix delivery problems first.
Stop promising deadlines you can't keep - your analytics show actual delivery performance so you can set realistic expectations with clients and identify operational bottlenecks before they impact your reputation.
Calendar/List view of tasks filterable across teams and projects
→ See what teams are focused on and when
TRC To-Dos capture Time, Revenue, Cost against tasks and budgets
→ Measure if teams are following the plan
Open (forecasted), Closed (actual), Cancelled (ignored) status
→ Know budget burn and margin impact as it happens
High-level organizational view with team-scoped detail
→ Strategic oversight without micromanagement
Leadership finally has reliable visibility into whether the organization is executing its strategy on schedule, on budget, and with expected margins—something neither accounting software nor project management tools can provide.
Workflow