Features

Workice CRM features you need know

Simplify the entire process of invoicing your clients

Easy and fast invoicing for any freelance business with online invoicing.

Accept Partial Payments on your Invoices
Automate late fee and payment reminders
Convert invoices into PDF files for future use.
Invoice clients in their language/currency
Receive advance payments and issue credit notes.
Set Automatic Payment Reminders

Start Invoicing

Project Management

Workice CRM helps your team manage projects through their entire life cycle, from initiation to planning, working, invoicing and getting paid.

Share project files
Time Tracking - Turn your hours into dollars.
Delegate tasks to people/staff members
Post project comments
Invoice your Clients easily based on project tracked time
Get reminder alerts before your task's due date

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. You can automatically create a new project when a contract is signed by your clients.

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Sales CRM

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.

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Additional Features

Expenses Management

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.

Time Tracking

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.

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.