Workice v2.0.5 – The Ultimate Freelancer CRM

Feature

Your clients can sign and approve contracts with legally binding online signatures.

• Automatically send invoices out on a schedule so you don’t have to spend time creating similar invoices for the same client.
• 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.
• The calendar shows everything from tasks to projects and even invoices. Create events, set their due dates and even assign them to projects.
• 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.
• 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.
• 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.
• See how you are moving the needle with visual reports that tell you how your lead pool and customer base is growing over time.
• Track all of your business expenses, estimates and invoices – no matter the currency.

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