WorkRails
WorkRails provides a cloud-based Configure, Price, Quote platform purpose-built for selling professional services, serving enterprise SaaS and technology firms that need to automate service scoping, quoting, and Statement of Work generation. The platform was acquired by BigTime Software in November 2024.
- Company typePrivate
- Founded2015
- HeadquartersHuntington, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What WorkRails does
WorkRails is a US-based, private software company that builds a cloud-based Configure, Price, Quote (CPQ) platform purpose-built for selling professional services, in contrast to product CPQ systems that attempt to retrofit services workflows. The platform is organized around three modules — Discover (guided needs assessment via decision trees), Assemble (eCommerce-style service catalog and quote building with time-and-materials and fixed-fee pricing), and Connect (CRM, PSA, ERP, and CLM integrations) — all sitting on a proprietary Content Management System that allows business users to configure services, pricing, and approval logic without programming. Key technical components include decision-tree guided selling, native Statement of Work document generation with dynamic clause tagging, and bi-directional integration with Salesforce (where WorkRails is a Certified ISV), as well as connectors for Microsoft Dynamics, Zuora, Oracle, NetSuite, FinancialForce, DocuSign, Conga, and Airtable.
The company serves enterprise SaaS and technology firms whose professional services organizations sell implementation, consulting, and post-deployment services alongside their core products; named customers include Veeva, Dayforce (Ceridian), Smarsh, PTC, UiPath, Gainsight, Nutanix, Autodesk, Delinea, Khoros, LexisNexis Risk Solutions, CentralSquare, and Anthology. WorkRails monetizes via recurring SaaS subscriptions, with no publicly disclosed pricing tiers and a consultative enterprise sales motion driven by 'Book Demo' CTAs and a three-tier channel partner program (Referral, Technology, and Certified Service Partners). Cumulative platform usage cited by the company includes 50,000+ professional services quotes configured and over $500mm in services quotes automated. The company was venture-backed by boldstart, Lerer Hippeau, Reciprocal Ventures, Companyon, Gaingels, and L&H, and was acquired by BigTime Software in November 2024.
WorkRails firmographics
Firmographics- Name
- WorkRails
- Legal name
- WorkRails Inc.
- Website
- https://workrails.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- WorkRails provides a cloud-based Configure, Price, Quote platform purpose-built for selling professional services, serving enterprise SaaS and technology firms that need to automate service scoping, quoting, and Statement of Work generation. The platform was acquired by BigTime Software in November 2024.
- Ownership category
- akta.pro rank
WorkRails industry classification
Industry- Product category
- Professional Services Automation / Services CPQ
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
- akta.pro secondary industry
- Process & Case Management Low-Code Platforms (HDAEAKAE)
Keywords
Where WorkRails is headquartered
LocationHeadquarters
- HQ city
- Huntington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
WorkRails business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: WorkRails operates as a cloud-based SaaS platform providing subscription-based access to its Services CPQ platform. Customers pay for platform access to configure, price, and quote professional services. The platform automates services sales processes for enterprise customers including document generation, approval workflows, and CRM integrations.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
WorkRails product offering
Product offeringCore offering
WorkRails provides a cloud-based Services CPQ (Configure, Price, Quote) platform purpose-built for SaaS and technology companies that sell professional services alongside their products. The platform automates service discovery, pricing, quoting, SOW document generation, approval workflows, and downstream handoff to CRM, PSA, and ERP systems. It is delivered as standalone cloud software or as a Salesforce-embedded ISV application.
Product overview
WorkRails is a unified Services CPQ (Configure, Price, Quote) platform specifically designed for companies selling professional services. The core product is WorkRails Services CPQ, which is supported by three integrated modules: Discover (guided needs assessment), Assemble (catalog creation and quote building), and Connect (tech stack integration). Key features include Services Catalog and Decision Tree selling modes, Document Generation for SOWs and proposals, Approval Workflows, Partner/Customer Portals, and Time & Materials/Fixed Fee pricing. The platform is powered by a Content Management System (CMS) that enables business users to manage services without IT involvement. WorkRails offers both a standalone cloud version and a Salesforce-embedded version through native ISV integration.
Differentiator
Problem solved
Functional benefit
Brands
- WorkRails Services CPQ: The company's primary Services Configure, Price, Quote (CPQ) platform designed specifically for companies that sell professional services.
Products and services
- WorkRails Services CPQ Cloud-based Configure, Price, Quote (CPQ) platform purpose-built for companies that sell professional services. Automates service discovery, pricing, quoting, SOW generation, and approval workflows, with bi-directional integrations into Salesforce, NetSuite, Oracle, Zuora, DocuSign, and other CRM/PSA/ERP systems. Sold to enterprise SaaS and technology companies.
- Discover Guided discovery module that helps sales professionals, customers, and channel partners assess customer service needs through question-based decision trees, rapidly identifying the right services for a given engagement. Part of the WorkRails Services CPQ suite.
- Assemble Module for creating eCommerce-style sales catalogs, setting up pricing guardrails, and drafting service quotes. Allows teams to assemble services into searchable, filterable catalogs with modular configuration including pricing, time allocations, and work order details. Part of the WorkRails Services CPQ suite.
- Connect Integration module that connects WorkRails Services CPQ to a customer's existing tech stack, including CRMs, PSAs, and ERPs. Automates flow of information across downstream apps for streamlined professional services sales and post-sale handoff. Part of the WorkRails Services CPQ suite.
Quantifiable outcome
- 91% increase in quote-to-order velocity
- +8 more outcomes
Companies that use WorkRails
Customer profileNamed customers17 records
Segments5 records
Ideal customer profiles2 records
WorkRails technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
Feature8 records
WorkRails partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship, core and minor.
- BigTime SoftwareflagshipIn November 2024, BigTime Software, a leading provider of time tracking, project management, resource management, invoicing, and payment solutions for professional services businesses, acquired WorkRails. This strategic acquisition furthers BigTime's mission to provide end-to-end solutions for professional services firms. WorkRails enhances BigTime's automation and Configure-Price-Quote capabilities for professional services.
- HyporicoreWorkRails announced partnership with Hypori to combine CPQ capabilities with Hypori's solutions. The partnership aims to deliver enhanced services automation for Hypori's customers, with WorkRails providing the Configure, Price, Quote functionality for professional services.
- Core Technology SolutionsminorWorkRails partnered with Core Technology Solutions to transform their end-to-end services quoting process. Core Technology Solutions joined WorkRails' ecosystem to help deliver services CPQ implementations to their customer base.
- Encore Business SolutionscoreWorkRails partnered with Encore Business Solutions, a trusted partner for Microsoft Dynamics and cloud technologies. Together they help bring Services CPQ technology to Microsoft Dynamics customers to automate sales of professional services by streamlining services quotes and producing accurate SOWs with speed and accuracy. Encore brings implementation expertise and cloud transformation capabilities.
Scale indicators8 records
Recent moves6 records
Expansion highlights4 records
WorkRails competitors and assessment
Company assessmentDirect peers
- Salesforce CPQ / Revenue Cloud: Salesforce's native CPQ and configure-price-quote offerings for Sales Cloud. Direct overlap with WorkRails in selling quoting/CPQ capabilities to enterprise customers, with Salesforce expanding into services scenarios.
- Conga: Conga (formerly Apttus) offers CPQ, CLM, and document automation on Salesforce and other platforms. Directly competes with WorkRails in CPQ and quote-to-SOW document automation for enterprise sales teams.
- DealHub: DealHub provides CPQ, quote, and deal management with subscription and billing capabilities. Directly comparable to WorkRails as a modern CPQ platform targeting B2B sales organizations with configurable offerings.
- BigTime Software: BigTime Software is a PSA platform for professional services firms and the parent company that acquired WorkRails in November 2024. Operates as the direct downstream complement to WorkRails's front-end Services CPQ.
- Certinia (FinancialForce): Certinia provides PSA, ERP, and services automation on Salesforce for professional services organizations. Directly comparable as a Salesforce-native platform addressing the same PS organizations that WorkRails targets.
- Kantata: Kantata (formerly Mavenlink + Kimble) is a PSA platform for professional services and agency teams. Comparable to WorkRails in serving PS organizations with project-based services quoting, resource management, and delivery.
- Kimble (IFS): Kimble Applications, part of IFS, provides PSA software for consulting and professional services firms. Comparable to WorkRails in serving PS teams needing resource planning, project management, and services delivery automation.
Emerging players
- Proposify: Proposify is a proposal and quote-automation platform focused on mid-market and SMB sales teams. Adjacent to WorkRails in automating sales proposals and quotes, especially for services-oriented offerings.
- PandaDoc: PandaDoc provides document automation, e-signature, and CPQ capabilities for sales teams. Overlaps with WorkRails in proposal/SOW generation, quoting, and approval workflows, especially in mid-market segments.
Broad incumbents
- PROS: PROS offers AI-powered CPQ and pricing optimization for B2B enterprises. Broadly comparable to WorkRails in CPQ capabilities, with a larger installed base across manufacturing, distribution, and services industries.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
WorkRails social profiles
Digital presenceWorkRails compliance and trust
Trust signalCompliance1 record
WorkRails financial estimates
Financial estimateRevenue estimate
Valuation estimate
WorkRails leadership team
Management profileNumber of profiles
Profiles7 records
WorkRails funding detail
Funding detailFunding overview
Funding rounds4 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WorkRails M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WorkRails
What does WorkRails do?
WorkRails provides a cloud-based Services CPQ (Configure, Price, Quote) platform purpose-built for SaaS and technology companies that sell professional services alongside their products. The platform automates service discovery, pricing, quoting, SOW document generation, approval workflows, and downstream handoff to CRM, PSA, and ERP systems. It is delivered as standalone cloud software or as a Salesforce-embedded ISV application.
Is WorkRails a public or private company?
WorkRails is a private company. It is classified as corporate owned and is currently acquired.
When was WorkRails founded?
WorkRails was founded in 2015. It employs 11 to 50 people.
Where is WorkRails based?
WorkRails is headquartered in Huntington, United States, in the North America region.
How does WorkRails make money?
One revenue line is on record: saaS Subscription.
Who are WorkRails's main competitors?
Direct peers on record are Salesforce CPQ / Revenue Cloud, Conga, DealHub, BigTime Software, Certinia (FinancialForce), Kantata and Kimble (IFS). Emerging players are Proposify and PandaDoc. PROS is listed as a broad incumbent.
Does WorkRails have an API?
No public API is recorded for WorkRails.
What industry is WorkRails in?
WorkRails's product category is Professional Services Automation / Services CPQ. Its primary akta.pro industry code is HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms, with a secondary code of HDAEAKAE, Process & Case Management Low-Code Platforms. Its NAICS code is 54151 and its SIC code is 7370.