Workice

Workice CRM is a web based invoicing and projects management tool for freelancers and small businesses. Create and send invoices, estimates, track time or expenses and accept online payments.

PROJECT MANAGEMENT AND TIME TRACKING

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.

• Invoice easily based on project tracked time

• Delegate tasks to people/members

• Time Tracking – Turn your hours into dollars

• Project and task commenting

• Get tasks overdue reminders

• Support for recurring tasks

• Projects Gantt charts

• Auto send project feedback requests

• Integrate project issues with Sentry Webhooks

• Get slack notifications

• Easily duplicate tasks

• Projects milestones and templates

INVOICES AND ESTIMATES

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.

• Accept partial payments for invoices

• Convert invoices to PDF for future use

• Receive advanced payments(Creditnotes)

• Auto convert estimates to invoices

• Automate late fee and payment reminders

• Set automatic payment reminders

• Get notified when clients view invoices

• Invoice clients in their own language/currency

• Accept online payments

• Recurring invoices

OPPORTUNITIES (DEALS) AND LEAD MANAGEMENT

Drag and drop leads and opportunities 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.

• Connect with Zapier and auto capture leads

• Import email conversations to leads

• Save deals and leads call logs (Supports Aircall.io)

• Schedule leads and deals activities

• Upload files to leads/deals

• Convert deals to customers

• Convert deals to projects

• Add deals products and convert to invoices

• Import leads from Google Contacts

• Get notified via Slack and SMS

E-CONTRACT SIGNATURES

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

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

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.

We currently support Stripe only for subscriptions. Other payment gateways coming soon.

EXPENSES TRACKING

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.

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

MESSAGING

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.

KNOWLEDGEBASE

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.

MULTI CURRENCY

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

While it works on a shared hosting, we highly recommend hosting it on VPS server whenever possible. Also check with your host that you can run CRON every minute or use a service similar to cron-job.org to run CRONs every minute

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.

Demo Access

Click the button below to view Demo Version

Login as admin using admin@example.com and admin
Login as client using client@example.com and client
Login as staff using staff@example.com and staff

DOCUMENTATION

Read the documentation in https://docs.workice.com