Try it · £2.90
EnglishMagyarDeutschEspañolFrançaisItalianoNederlandsPolskiPortuguêsČeštinaSlovenčinaRomână

Corganize for small and medium-sized service businesses

Your business shouldn’t run on you remembering everything.

In a service business the owner often sells, organises, decides, helps colleagues and checks client work all at once. As the team grows, it gets harder for the same person to be available for every question. Often the problem isn’t that there’s no established way of working, but that what works hasn’t been recorded in a way others can understand.

Corganize helps you bring your business’s knowledge and internal processes into one shared system, so your team can work more independently.

Try it for 5 days · £2.90See the features
Audio recordingNew client start.m4a03:05 · uploadedScreen recordingQuoting.mp4recorded with another toolAIDraftStarting a new client01Log the enquiry02Preparation steps03Assign an owner04Hand over to the clientReview before publishing

What’s obvious to you today is what you’ll need to hand over tomorrow

Your business probably has a proven method for many tasks. How do you start work for a new client? Who checks what before delivery? What information do colleagues need to follow? If these exist only by word of mouth, the same questions can come up again when someone new joins or people are on holiday.

How it helps you organise the way you work

1

Documenting recurring processes

Write guides on your internal quoting process, preparing a service, keeping clients informed or checks before delivery. You can import existing documents and record any missing steps directly in the editor.

2

Passing on knowledge from audio or screen recordings

You don’t have to type every guide from scratch. You can talk through an internal process in an audio recording, or record the steps on your screen with another tool. AI can turn the uploaded recording into an editable draft document, which you check and then publish.

3

Training your team

You can build a training plan split into days from the finished documents. Team members work through the material assigned to them, and the manager can follow completion and knowledge checks.

4

Important information and company records

You can also send new internal rules as a statement and ask people to accept them if needed. Official company records can be stored in separate Records and shared with the people entitled to see them.

Example

The owner hands over starting work with new clients

Previously every organisational question about a new client came to the owner. In Corganize they document the internal way of handling new enquiries, the preparation steps needed and the handover rules. From these documents they prepare a new office colleague, who can later look the process up independently. The owner no longer has to answer every recurring question in person.

All business types

Next step

Try it for 5 days for £2.90.

Get to know Corganize with your own company documents. Five days is enough to see how it fits your business.

Try it for 5 days · £2.90
Payment methods:
  • Visa
  • Mastercard
  • American Express
  • Apple Pay
  • Google Pay
Secure payment via Stripe

Plans and full pricing →

Card required. Unless you cancel, your chosen plan’s monthly fee starts after five days.