Why choose Workice CRM
Here are some of the features included in the current release of Freelancer Office.
Workice CRM helps your team manage projects through their entire life cycle, from initiation to planning, working, invoicing and getting paid.
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.
Automatically send invoices out on a schedule so you don’t have to spend time creating similar invoices for the same client.
Easily set Workice to automatically apply a late fee when your invoice becomes overdue to give your clients that extra incentive to pay you quickly.
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.
Workice CRM intuitive interface lets you 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.
Carefully nurturing new connections and leads is the first step on the road to a successful sale. Using Workice CRM, as part of your overall lead management system, organises, and simplifies the whole process.
The calendar shows everything from tasks to projects and even invoices. Create events, set their due dates and even assign them to projects.
Your clients can sign and approve contracts with legally binding online signatures. You can automatically create a new project when a contract is signed by your clients.
Discuss and collaborate on tasks with your clients and contributors. You can delegate tasks to people and get reminder notifications before your task's due_dates.
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.
Need to share a document or prototype with your team? Upload it to your Project in Workice and keep everything easily accessible.
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.
Start a conversation with anyone in private from within Workice CRM and get real time notification on new messages
What gets tracked gets improved! That means carefully tracking what needs fixing, fixing it and verifying that the fixes work.
Discuss and collaborate on tasks with your clients and contributors. You can comment on projects, invoices, estimates, expenses, deals and leads
Turn your hours into dollars. When you are ready to bill your clients, Workice CRM will automatically add the unbilled hours and billable expenses to an invoice in a single click.
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.
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.
Multi Currency Billing
Track all of your business expenses, estimates and invoices – no matter the currency.
Multiple Payment Gateways
Workice CRM Supports multiple payment methods;
Stripe, Paypal, Braintree, 2checkout, WePay, Mollie and Razorpay online payments
Accept Paypal Payments
Credit Card Payments