Platform overview

One engagement,end to end

Varynt Work follows a piece of client work from the lead that won it to the approval that closed it, and keeps the hours, the files and the people on the same record the whole way.

Website redesign · board

64% done

To do

  • Copy for About page
  • Cross-browser QAblocked by build

In progress

  • Build homepage
  • Menu page design

Done

  • Wireframes
  • Brand refresh

[ 01 ] The engagement

Six steps, one record

The same flow every client goes through, and where each step lives in the product.

  1. 01

    A lead is won

    The CRM pipeline runs New, Qualified, Proposal, Negotiation, Won. Won converts the lead into a client in one step.

  2. 02

    The project is planned

    Milestones, tasks, owners and due dates; dependencies so blocked work says so.

  3. 03

    The team does the work

    My Tasks for each person, a board for the project, a calendar for everyone, workload for the managers.

  4. 04

    Hours are logged

    Timers or entries against the task, a week submitted for sign-off, rates applied for whoever may see them.

  5. 05

    The client approves

    A client-visible deliverable goes to the client portal; their decision closes the task and is kept on record.

  6. 06

    The numbers are there

    Reports for the project, the client, the team and each person; utilisation and retainer burn-down from the same hours.

[ 03 ] Around the work

The rest of the workspace

Not separate products, and not add-ons: they come with every workspace.

  • Calendar

    Task and project deadlines, milestones, approvals, meetings and leave in day, week and month views.

  • Files

    Attached to tasks, projects, clients and approvals, with versions, and internal or client-visible on each one.

  • Notifications

    In the app and by email: assignments, mentions, due soon, overdue, client comments and approval decisions.

  • Search

    One search across projects, tasks, clients, contacts, people and files.

  • Import and export

    Clients, contacts, employees, projects, milestones and tasks in from a spreadsheet, previewed and undoable. Every list out as CSV.

  • An installable app

    Install it on a laptop or phone: live updates, desktop notifications, and a timer that keeps running offline.

  • Several workspaces, one sign-in

    One Varynt account can belong to several organizations, each fully separate. Switch from the top bar.

  • Your brand

    Your name, logo, colours and favicon on the workspace and the client portal, on the Agency plan.

  • The Varynt suite

    The same sign-in reaches Varynt Desk, Invoice and Knowledge when your organization uses them.

[ 04 ] Deliberately not

What Work is not

Not an HR system: there is no payroll, attendance, recruitment or appraisal. Not a developer issue tracker: there are no sprints, story points or code integrations. Not an accounting package: invoicing lives in Varynt Invoice.

Saying so plainly is how the parts that are here stay coherent.