FEATURES
Intuitive features that
help you make your money grow
Improved Cloudbased CRM
Workplus CRM streamlines your business operations with features like easy invoice and estimate creation, seamless integration with accounting software, and professional presentation. Additionally, it empowers your project management by offering tools for tasks, deadlines, resource allocation, team collaboration, and reporting. This comprehensive solution helps you save time, reduce errors, and impress clients while improving efficiency and cash flow.
KEY FEATURES
All tools that you can imagine to manage your business and plan your budget in one place. It's simple and intuitive
Effortless Billing Management
Workplus CRM simplifies your billing process with its intuitive features, saving you time and minimizing errors. Create professional invoices and estimates easily using pre-built templates and automated calculations. Streamline your workflow by integrating with popular accounting software like QuickBooks Online, Xero, and Sage Intacct for seamless data synchronization.
Boosting Project Management Efficiency
Goes beyond simple invoicing and estimates, offering a robust project management solution to streamline your processes. Define projects, break down tasks, assign deadlines, and allocate resources with ease. Foster seamless collaboration with your team, enabling discussions and tracking shared tasks within the platform. Gain real-time visibility through Kanban boards, Gantt charts, and customizable reports to identify bottlenecks and make informed decisions.
Accounting and Bookkeeping
Improved Financial Reporting: Leverage the reporting capabilities of both Workplus and your accounting software to gain deeper insights into your financial performance. Combine sales data from Workplus with financial reports from your accounting software to understand profitability, identify trends, and make informed business decisions.
Streamlining Customer Support
Workplus CRM's ticketing system offers a centralized, efficient, and data-driven approach to customer support. It helps you resolve issues faster, improve customer satisfaction, and optimize your support operations.
