The whole front office, in one place.
Help desk and live chat, contracts, e-signatures, forms, staff training and more, built for small businesses that don't have an IT department. Start with the tool you need most and add the rest when you're ready.
No card needed. Cancel or export your data any time.
Made for the office manager who answers the phones, chases signatures, onboards the new hire and still keeps track of when the copier lease renews. Workstead grew out of the tools a multi-location practice runs on every day.
A growing set of tools that work the way your office already does
Each one is complete on its own, and they all share your team, your offices and your logo. Pick one to see it with sample data, and we keep adding more.
Requests from your team, your website and your inbox, in one queue.
- Live chat on your website, answered from the same screen
- Emails to your support address become tickets, and replies thread back
- Queues, response-time targets and reports
Up and running this afternoon
- 1
Start your free trial
Every tool, free for 14 days. Add your logo and colors so it looks like yours.
- 2
Bring in your team
Invite people by email and choose what each group can use. The front desk doesn't need the contracts.
- 3
Keep what works
When the trial ends, pay only for the tools you use, or get the bundle and save.
For healthcare practices
Credentialing that keeps itself up to date
Stop tracking enrollments in a spreadsheet. Workstead knows every provider's licenses, payers and deadlines, and tells you before something lapses.
- Add a provider by NPI and the national registry fills in the rest
- Every payer enrollment on one grid, with follow-up dates
- Monthly checks against the OIG exclusion list, the NPI registry and Medicare
- Alerts before licenses, DEA registrations and malpractice coverage expire
- CAQH and PECOS logins stored encrypted, and every view is logged
Part of the healthcare plan, with a signed BAA.
Your data belongs to you
Everything your team puts into Workstead is yours: to keep, to download and to take with you whenever you like.
- Take it with you
- Download every record and file in one click, at any time. No phone call to cancel, no fee to leave.
- You decide who sees what
- Only the people you invite can get in, and you choose which tools each of them can open.
- Secrets stay secret
- Passwords and saved logins are encrypted. Sign out of every device at once if a phone goes missing.
- A record of every change
- An activity log records who changed what and when, from contracts to access settings.
Pay for the tools you use
Billed monthly per business, not per person, so your whole team is included.
Single tools
Pick one or a few. Ideal if you just need a help desk, or just need contracts under control.
- Any tool in the set
- Add or drop tools any month
- Everyone on your team included
Everything bundle
Every tool in the set for less than buying them one by one. The simplest choice for most offices.
- Help Desk, Contracts, eSign and Forms
- Knowledge Base and Team Calendar
- Training and Team Feed
Healthcare plan
For practices: Credentialing alongside any other tools, with a signed BAA.
- Credentialing and monthly checks
- Signed business associate agreement
- Combine with the bundle or single tools
Every new business starts with a 14-day free trial of every tool. Prices are shown in Billing before you pay. The healthcare plan is switched on once the BAA is signed.
Questions people ask
Do I need someone technical to set it up?
No. Sign up, name your business and invite your team by email. Each tool works on its own the moment you open it; there's nothing to install.
Can I try it before I pay?
Yes. Every tool is free for 14 days, and you don't need a card to start. Nothing is charged unless you pick a plan.
Do I have to buy everything?
No. Pay for one tool, a few, or the bundle of all of them. You can add or drop tools at any time from Billing.
Can people chat with us from our website?
Yes. Help Desk includes a chat window you add to your site with one line of code. Chats land in the same place as your tickets.
Is it right for a healthcare practice?
Credentialing is built for practices and comes with the healthcare plan, which includes a signed business associate agreement (BAA). The other tools are for running the office, not for storing patient records.
What if we decide to leave?
Download every record and file in one click, then close your account. Your data is yours.
Give your office one place to work.
Set up in minutes. Free for 14 days, no card needed.
Start your free trial