Get better at the business part of your business
Workice CRMis 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
Project Management and Time Tracking
Workice CRM helps your team manage projects through their entire
life cycle, from initiation to planning, working, invoicing and
- Invoice your Clients easily based on project tracked time
- Delegate tasks to people/staff members
- Time Tracking – Turn your hours into dollars.
- Project commenting
- Get reminder alerts before your task’s due date
- Recurring tasks supported
- Project Gantt chart
- Auto send client feedback request when project is done
- Auto create project issues using
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
- Auto convert contract to project once it’s signed by
- Automatically send contract reminders to clients
No more chasing clients for checks or waiting in the line at the
bank. Let your clients pay their invoices online. From sending
invoice reminders to securely charging your client’s credit
Set the right expectations with professional-looking estimates.
Once you get your client’s approval of an estimate, convert it into
an invoice without having to re-type the information.
Accept Partial Payments for Invoices
- Convert invoices into PDF files for future use.
- Receive advance payments and issue credit notes.
- Automate late fee and payment reminders
- Set Automatic Payment Reminders
- Get notified when clients via Invoices
- Auto convert estimates to invoices once approved by clients or
do it manually
Stripe, Paypal, Braintree, 2checkout, WePay, Mollie and
RazorPay. More Payment providers coming soon.
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 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
We currently support for subscriptions. Other payment
gateways coming soon.
(Deals and Leads)
Handle all your sales conversations in one place; see who opened
your emails and save time using canned responses.
Drag and drop your deals as they pass through each stage of the
sales pipeline. The ability to have multiple sales pipelines can be
a huge advantage to your sales pipeline management.
- Import leads from google contacts
- Start sending & receiving emails inside Workice CRM
- Add notes and files to your deals and leads
- Autocapture leads from webforms or use RESTful API with ()
- Supports multiple deals pipeline
Always keep track of how much you spend. If you have expenses
that need to be recorded periodically, set up a
recurring expenseand save time spent on creating
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
The calendar shows everything from tasks to projects and even
invoices. Create events, set their due dates and even assign them
- 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
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.
- Email integrations (Converts emails to tickets or ticket
- 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
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.
- Monitor how your sales reps and teams are performing.
- Enable daily email digest to get an overview of your business
on a daily basis.
Track all of your business expenses, estimates and invoices – no
matter the currency.
Easily send invoices in the local language & currency of
your global clientele. More languages coming soon. You can help in
While it works on a shared hosting, we highly recommend
hosting it on VPS server whenever possible
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.
Users can simply log into the system with a single email address
without creating any separate login credentials of the CRM.
Click the button below to view
Login as admin using
Login as client using
Login as staff using
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Read the documentation in
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- Florian Gareis
- Alexandros Gortsilas
- David Naranjo
- Luiz Silva
- Tael Piotr Bidziski
- Andrei Olariu
- Manuel Rodrigues
- Marc Marco
- Albert Samseer and Geert Haagh
- Danny Davila