Workice CRM is a web-based project management and invoice tool for freelancers and small businesses. Create and send invoices, estimates, track time or expenses and receive payments online.
PROJECT MANAGEMENT AND TRACKING TIME
Workice CRM helps your team manage projects throughout their life cycles, from initiation to planning, working, invoicing, and getting paid.
- Easily invoice your clients based on the time the project is tracked
- Delegate tasks to people / staff members
- Time Tracking – Change your hours to dollars.
- Project comments
- Get reminder alerts before your task deadline
- Repeated assignments are supported
- Gantt Project Chart
- Send client feedback requests automatically when the project is complete
- Automatically create project problems using Sentry integration
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 contract.
Your client can sign and approve a legally binding online signature contract.
- Automatic conversion of contracts to projects after being signed by the client
- Automatically send contract reminders to clients
INVESTMENT AND ESTIMATION
No more chasing clients to check or wait in line at the bank. Let your clients pay their invoices online. From sending invoice reminders to charging your clients’ credit cards safely.
Set the right expectations with estimates that look professional. After you get approval from your client, change it to an invoice without having to retype the information.
- Receive a partial payment for invoices
- Change invoices into PDF files for future use.
- Receive prepayments and issue credit notes.
- Automatic late fees and payment reminders
- Set Automatic Payment Reminder
- Get notifications when clients go through Invoice
- Convert automatic estimates to invoices after being approved by the client or do it manually
ACCEPT ONLINE PAYMENT
Currently supports Stripe, Paypal, Braintree, 2checkout, WePay, Mollie, Paytm and RazorPay. More payment providers are coming soon.