Why choose Workice CRM
Here are some of the features included in the current release of Workice
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.
Need to share a document or prototype with your team? Upload it to your Project in Workice and keep everything easily accessible.
Start a conversation with anyone in private from within Workice CRM and get real time notification on new messages
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.
Multiple Payment Gateways
Currently supports Stripe, Paypal, Braintree, 2checkout, WePay, Mollie and RazorPay. More Payment providers coming soon.
Track all of your business expenses, estimates and invoices – no matter the currency.
Easily send invoices in the local language & currency of your global clientele. More languages coming soon