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Get higher on the enterprise a part of your small business


Workice Support

Workice Documentation

Trello Roadmap

Workice Forums

Workice CRM is a web primarily based invoicing and initiatives administration device for freelancers and small companies. Create and ship invoices, estimates, monitor time or bills and settle for on-line funds.

Workice API


Workice CRM Price

Workice - The Ultimate Freelancer CRM


Order Installation


Invoicing and Estimates


Deals and Leads

e-Contract Signatures

With Workice, you’ll be able to signal and ship contracts to purchasers for approval. We will robotically ship reminders to your purchasers to remind them to evaluate your contracts.

Your purchasers can signal and approve contracts with legally binding on-line signatures.

  • Auto convert contract to challenge as soon as it’s signed by shopper
  • Automatically ship contract reminders to purchasers

Recurring Invoices

Automatically ship invoices out on a schedule so that you don’t have to spend time creating comparable invoices for a similar shopper.

  • Automatically apply credit score notes to recurring Invoices
  • Auto apply bill late charges

Subscriptions

Subscriptions helps you invoice clients in your providers as soon as or on a recurring foundation. Effortlessly handle the complete buyer life cycle, from onboarding a buyer for a subscription plan to accepting funds.

We at present assist Stripe only for subscriptions. Other fee gateways coming quickly.

Expenses Tracking

Always preserve monitor of how a lot you spend. If you’ve gotten bills that want to be recorded periodically, arrange a recurring expense and save time spent on creating them once more.

File Sharing

Need to share a doc or prototype along with your staff? Upload it to your Project in Workice and preserve all the pieces simply accessible. AWS S3, FTP and Dropbox supported

Calendar

The calendar exhibits all the pieces from duties to initiatives and even invoices. Create occasions, set their due dates and even assign them to initiatives.

  • Appointment reminders
  • Set customized reminders and get notified through mail
  • Subscribe to your iCal feeds and all occasions might be displayed in your favorite calendar

Messaging

Start a dialog with anybody in non-public from inside Workice CRM and get actual time notification on new messages.

Credit Notes

With simply a few clicks create a credit score observe specifying the quantity you owe to your buyer. And whereas invoicing the client subsequent time, apply the credit score observe on the bill to robotically regulate the billing quantity.

Customer Support System

Start supporting your clients in minutes. To save time on responding to frequent questions, Workice permits you to create canned responses. Your brokers can insert canned responses in a single click on, with out spending time typing guide replies.

  • Email integrations (Converts emails to tickets or ticket replies)
  • Automatically shut tickets after X days
  • Send ticket suggestions request to clients after X days
  • Auto reply bot – Automatically sends a solution to your clients primarily based in your knowledgebase contents
  • Collision detection – See who else is viewing or replying to the ticket.

Knowledgebase

Our Knowledge Base system permits your groups to create, preserve, and simply publish articles. With solutions accessible upfront through a data base, your clients will resolve issues themselves decreasing the variety of tickets you’ve gotten to reply.

Reports

See how you might be shifting the needle with visible stories that inform you how your lead pool and buyer base is rising over time.

  • Monitor how your gross sales reps and groups are performing.
  • Enable each day electronic mail digest to get an summary of your small business on a each day foundation.

Multi Currency

Track your whole enterprise bills, estimates and invoices – regardless of the forex.

Multi Language

Easily ship invoices within the native language & forex of your international clientele. More languages coming quickly. You will help in translations on Github

While it really works on a shared internet hosting, we extremely suggest internet hosting it on VPS server every time doable. Also examine along with your host that you could run CRON each minute or use a service comparable to cron-job.org to run CRONs each minute

Integrations

Workice is constructed and designed to work seamlessly with the instruments you and your staff already use.

Example; Using Zapier you’ll be able to join your Workice Installation with 500+ different apps and automate workflows.

Integrations

Social Logins

Users can merely log into the system with a single electronic mail handle with out creating any separate login credentials of the CRM.

Social Logins

Demo Access

Click the button under to view Demo Version

Login as admin utilizing [email protected] and admin
Login as shopper utilizing [email protected] and shopper
Login as workers utilizing [email protected] and workers

Workice GDPR

Considering buying Workice CRM? Check the server requirements here
The purposes requires PHP >= 7.1.three and MySQL

Documentation

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

Changelogs

To view the changelogs click on here

Translations Credits

  • Florian Gareis
  • Joransrb
  • Alexandros Gortsilas
  • David Naranjo
  • Asmuz
  • Luiz Silva
  • Tael Piotr Bidziski
  • Andrei Olariu
  • Manuel Rodrigues
  • Marc Marco
  • Albert Samseer and Geert Haagh
  • Danny Davila

proc_open() is required for working time consuming duties e.g sending emails so guarantee your host has it enabled. (Most of the hosts have this feature)

Envato Refund Policy

We strongly suggest patrons to completely examine the merchandise description, feedback and demo (https://app.workice.com) to see if it really works in your state of affairs as a result of it’s unattainable to resolve ‘all’ wants. If you haven’t downloaded the product you might be entitled for a refund.

Neither Envato nor authors are obliged to give coverage refunds in any of the conditions listed under.

  • You don’t need it after you’ve downloaded it
  • The merchandise didn’t meet your expectations
  • You merely change your thoughts
  • You purchased an merchandise by mistake
  • You would not have enough experience to use the merchandise
  • You declare that you’re entitled to a refund however don’t present enough info as to why you might be entitled to a refund.

More data in regards to the refund coverage might be discovered on Envato Policy here

Demo Contract Credit

  • Freelancers Union

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