Preview: Workice – The Ultimate Freelancer CRM
Table of Contents
Get better at the business part of your business
Workice CRM is a web based invoicing and projects management tool for freelancers and small businesses. Create and send invoices, estimates, track time or expenses and accept online payments.
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.
- Auto convert contract to project once it’s signed by client
- Automatically send contract reminders to clients
Recurring Invoices
Automatically send invoices out on a schedule so you don’t have to spend time creating similar invoices for the same client.
- Automatically apply credit notes to recurring Invoices
- Auto apply invoice late fees
Subscriptions
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.
We currently support Stripe only for subscriptions. Other payment gateways coming soon.
Expenses Tracking
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.
File Sharing
Need to share a document or prototype with your team? Upload it to your Project in Workice and keep everything easily accessible. AWS S3, FTP and Dropbox supported
Calendar
The calendar shows everything from tasks to projects and even invoices. Create events, set their due dates and even assign them to projects.
- Appointment reminders
- Set custom reminders and get notified via mail
- Subscribe to your iCal feeds and all events will be displayed in your favourite calendar
Messaging
Start a conversation with anyone in private from within Workice CRM and get real time notification on new messages.
Credit Notes
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.
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.
- Email integrations (Converts emails to tickets or ticket replies)
- Automatically close tickets after X days
- Send ticket feedback request to customers after X days
- Auto answer bot – Automatically sends an answer to your customers based on your knowledgebase contents
- Collision detection – See who else is viewing or replying to the ticket.
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.
Reports
See how you are moving the needle with visual reports that tell you how your lead pool and customer base is growing over time.
- Monitor how your sales reps and teams are performing.
- Enable daily email digest to get an overview of your business on a daily basis.
Multi Currency
Track all of your business expenses, estimates and invoices – no matter the currency.
Multi Language
Easily send invoices in the local language & currency of your global clientele. More languages coming soon. You can help in translations on Github
While it works on a shared hosting, we highly recommend hosting it on VPS server whenever possible. Also check with your host that you can run CRON every minute or use a service similar to cron-job.org to run CRONs every minute
Integrations
Workice is built and designed to work seamlessly with the tools you and your team already use.
Example; Using Zapier you can connect your Workice Installation with 500+ other apps and automate workflows.
Social Logins
Users can simply log into the system with a single email address without creating any separate login credentials of the CRM.
Demo Access
Click the button below to view Demo Version
Login as admin using [email protected] and admin
Login as client using [email protected] and client
Login as staff using [email protected] and staff
Considering purchasing Workice CRM? Check the server requirements here
The applications requires PHP >= 7.1.3 and MySQL
Documentation
Read the documentation in https://docs.workice.com
Changelogs
To view the changelogs click 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
Recommended Hosting
proc_open() is required for running time consuming tasks e.g sending emails so ensure your host has it enabled. (Most of the hosts have this option)
Envato Refund Policy
We strongly recommend buyers to thoroughly check the item description, comments and demo (https://app.workice.com) to see if it works for your situation because it’s impossible to solve ‘all’ needs. If you have not downloaded the product you are entitled for a refund.
Neither Envato nor authors are obliged to give policy refunds in any of the situations listed below.
- You don’t want it after you’ve downloaded it
- The item did not meet your expectations
- You simply change your mind
- You bought an item by mistake
- You do not have sufficient expertise to use the item
- You claim that you are entitled to a refund but do not provide sufficient information as to why you are entitled to a refund.
More info about the refund policy can be found on Envato Policy here
Demo Contract Credit
- Freelancers Union
TMDb Pro – Movie & TV Show Details Plugin For The Movie Database
Workice – The Ultimate Freelancer CRM
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