Workrails
Huntington, US · Delaware corporation · 2 known investors
WorkRails is a professional services selling platform that lets sales teams configure, price, and quote services and generate documents such as statements of work, MSAs, estimates, and proposals with predefined deliverables. It integrates with existing sales tools like Salesforce to automate the service sales process from discovery to approval.
Founders & leadership
JL
Jeffrey LeventhalFounder
MS
Michael SteinbergNamed on SEC filing
JP
James ProctorNamed on SEC filing
Investors · 2
Reported raises · per SEC filings
Form D private placements$2.4M disclosed across 2 rounds · 2015–2021
▶$1.6MraisedSep 2021 · 5 investors · OtherRule 506(b)
▶$1.6MraisedSep 2021 · 5 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Jeffrey LeventhalDirector
- Michael SteinbergDirector
- James ProctorExecutive Officer, Director
- Offering amount
- $2.5M
- Amount sold
- $1.6M
- First sale
- Sep 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$750KraisedJan 2016 · 1 investors · OtherRule 506(b)
▶$750KraisedJan 2016 · 1 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Jeffrey LeventhalExecutive Officer, Director
- Offering amount
- $2.1M
- Amount sold
- $750K
- First sale
- Dec 2015
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlap
Rails7 shared keywordsRails is a finance operating system for third-party logistics (3PL) providers that automates end-to-end billing, calculates charges with configurable pricing rules, and reconciles carrier spend by extracting unstructured billing data. It integrates with WMS, carrier, and accounting systems to reduce billing errors, prevent revenue leakage, and give brands billing transparency.
DealHub6 shared keywordsDealHub provides a revenue platform that manages sales engagement touchpoints to improve buyer experience and sales team efficiency.
Bigtime6 shared keywordsBigTime is a professional services automation (PSA) platform that manages the quote-to-cash lifecycle—quoting, resourcing, billing, WIP accounting, and margin tracking—with native QuickBooks integration and embedded AI agents. It serves professional services firms such as consultancies and engineering firms that need more than time tracking but less than a full ERP.
Dock5 shared keywordsDock is a revenue enablement platform that lets sales teams create shared client workspaces, deal rooms, and client portals, manage sales content, and build AI agents that draft proposals, follow-up emails, and mutual action plans from live CRM data. It serves sales, customer success, and go-to-market teams, integrating with tools like HubSpot and Salesforce.
Railway4 shared keywordsRailway builds a cloud computing platform designed to reduce deployment friction and simplify the software development lifecycle. The service targets developers and engineering teams who want to deploy applications with minimal configuration overhead.
Companies competing with Workrails for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Workrails do?
- WorkRails is a professional services selling platform that lets sales teams configure, price, and quote services and generate documents such as statements of work, MSAs, estimates, and proposals with predefined deliverables. It integrates with existing sales tools like Salesforce to automate the service sales process from discovery to approval.
- Who founded Workrails?
- Workrails was founded by Jeffrey Leventhal.
- Who are Workrails's investors?
- Workrails's investors include Companyon Ventures, Lattice Ventures.
- How much funding has Workrails raised?
- Workrails has disclosed $2.4M raised across 2 rounds.
- Where is Workrails headquartered?
- Workrails is headquartered in Huntington, US.