FeaturesWorkice CRM features you need know
Simplify the entire process of invoicing your clients
Easy and fast invoicing for any freelance business with online invoicing.
Workice CRM helps your team manage projects through their entire life cycle, from initiation to planning, working, invoicing and getting paid.
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. You can automatically create a new project when a contract is signed by your clients.
Handle all your sales conversations in one place; see who opened your emails and save time using canned responses.
- Start sending & receiving emails inside Workice CRM
- Drag-and-drop deals between stages
- Add notes and files to your deals
- Autocapture leads from webforms or use our REST API
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.
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.
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.
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.