PROJECT MANAGEMENT AND TIME TRACKING
Workice CRM helps your team manage projects through their entire life cycle, from initiation to planning, working, invoicing and getting paid.
- Invoice your Clients easily based on project tracked time
- Delegate tasks to people/staff members
- Time Tracking – Turn your hours into dollars.
- Project commenting
- Get reminder alerts before your task’s due date
- Recurring tasks supported
- Project Gantt chart
- Auto send client feedback request when project is done
- Auto create project issues using Sentry integration
With Workice, you can sign and send contracts to clients for approval. We will automatically send reminders to your clients to remind them to review your contracts.
Your clients can sign and approve contracts with legally binding online signatures.
- Auto convert contract to project once it’s signed by client
- Automatically send contract reminders to clients
No more chasing clients for checks or waiting in the line at the bank. Let your clients pay their invoices online. From sending invoice reminders to securely charging your client’s credit card.
Set the right expectations with professional-looking estimates. Once you get your client’s approval of an estimate, convert it into an invoice without having to re-type the information.
- Accept Partial Payments for Invoices
- Convert invoices into PDF files for future use.
- Receive advance payments and issue credit notes.
- Automate late fee and payment reminders
- Set Automatic Payment Reminders
- Get notified when clients via Invoices
- Auto convert estimates to invoices once approved by clients or do it manually
Currently supports Stripe, Paypal, Braintree, 2checkout, WePay, Mollie, Paytm and RazorPay. More Payment providers coming soon.
RECURRING INVOICES
Automatically send invoices out on a schedule so you don’t have to spend time creating similar invoices for the same client.
- Automatically apply credit notes to recurring Invoices
- Auto apply invoice late fees
Subscriptions helps you bill customers for your services once or on a recurring basis. Effortlessly manage the entire customer life cycle, from onboarding a customer for a subscription plan to accepting payments.
SALES CRM (DEALS AND LEADS)
Handle all your sales conversations in one place; see who opened your emails and save time using canned responses.
Drag and drop your deals as they pass through each stage of the sales pipeline. The ability to have multiple sales pipelines can be a huge advantage to your sales pipeline management.
- Import leads from google contacts
- Start sending & receiving emails inside Workice CRM
- Add notes and files to your deals and leads
- Autocapture leads from webforms or use RESTful API with (Zapier)
- Supports multiple deals pipeline
Always keep track of how much you spend. If you have expenses that need to be recorded periodically, set up a recurring expense and save time spent on creating them again.
FILE SHARING
Need to share a document or prototype with your team? Upload it to your Project in Workice and keep everything easily accessible. AWS S3, FTP and Dropbox supported
CALENDAR
The calendar shows everything from tasks to projects and even invoices. Create events, set their due dates and even assign them to projects.
- Appointment reminders
- Set custom reminders and get notified via mail
- Subscribe to your iCal feeds and all events will be displayed in your favourite calendar
Start a conversation with anyone in private from within Workice CRM and get real time notification on new messages.
CREDIT NOTES
With just a few clicks create a credit note specifying the amount you owe to your customer. And while invoicing the customer next time, apply the credit note on the invoice to automatically adjust the billing amount.
CUSTOMER SUPPORT SYSTEM
Start supporting your customers in minutes. To save time on responding to common questions, Workice lets you create canned responses. Your agents can insert canned responses in one click, without spending time typing manual replies.
- Email integrations (Converts emails to tickets or ticket replies)
- Automatically close tickets after X days
- Send ticket feedback request to customers after X days
- Auto answer bot – Automatically sends an answer to your customers based on your knowledgebase contents
- Collision detection – See who else is viewing or replying to the ticket.
Our Knowledge Base system enables your teams to create, maintain, and easily publish articles. With answers available upfront via a knowledge base, your customers will solve problems themselves reducing the number of tickets you have to answer.
REPORTS
See how you are moving the needle with visual reports that tell you how your lead pool and customer base is growing over time.
- Monitor how your sales reps and teams are performing.
- Enable daily email digest to get an overview of your business on a daily basis.
Track all of your business expenses, estimates and invoices – no matter the currency.
MULTI LANGUAGE
Easily send invoices in the local language & currency of your global clientele. More languages coming soon. You can help in translations on Github
Integrations
Workice is built and designed to work seamlessly with the tools you and your team already use.
Example; Using Zapier you can connect your Workice Installation with 500+ other apps and automate workflows.
Social Logins
Users can simply log into the system with a single email address without creating any separate login credentials of the CRM.
Version 2.0.5
- Fixed deleting contact issue
- Fixed reset password hashing twice
- Fixed PDF not showing image
Download Workice v2.0.5 - CRM System for Freelancers
