MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
For freelancers and small enterprises, the best self-hosted invoicing and project management software.
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25% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Deep Dive with Clara AIWorkice CRM is a platform that allows you to keep track of your outreach activities and retain information about the individuals and clients you engage with. Sales and marketing dashboards, invoicing dashboards, spending dashboards, payments dashboards, projects and ticketing dashboards are all included in the CRM. Workice CRM enables your team to manage projects across their entire life cycle, from start to finish, including planning, execution, invoicing, and payment. Set Workice to apply a late fee automatically when your invoice is past due, giving your clients an extra incentive to pay you soon. Regardless of the currency, keep track of all of your business spending, estimates, and invoices. You may sign and transmit contracts to clients for approval using Workice. They'll send out automatic reminders to your clients to remind them to read over their contracts.There will be no more hunting down consumers for checks or standing in long lines at the bank. Allow your customers to pay their bills online. From invoice reminders to securely billing your client's credit card, Workice CRM has got you covered.
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Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Advanced Automation
Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.Omnichannel Customer Engagement
Unified management of customer interactions across multiple channels, including web, mobile, and social media.Predictive Analytics
Advanced analytics for predicting customer behavior and sales opportunitiesIoT Integration
Leveraging Internet of Things devices for enhanced data collection and analysisCustomization
Helps to customize the system for use in industry-specific use casesStandard Features
Quotes (Proposals)
Create effective sales proposals by generating multiple quotes per opportunityList Management
Enables management of multiple lists and communications with themCustomer Support
Ensures after-sales interactions with your customers and solve queries related to your products and servicesMarketing Automation
Develop customer relationships, automate marketing programs and measure your marketing ROIProject Management
Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.Call Logging
Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.Contact Management
Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.Real-time Data Sync
Allows to synchronize with other systems for up-to-date information across platformsDedicated Phone Line Integration
Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call trackingCustomer Segmentation
Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leadsOpportunity Management
Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.Sales Force Automation
Streamlined management of the sales cycle from lead to closeTerritory Management
Helps to assign, manage sales territories and conveniently track their progressReporting (Analytics)
Provides insightful reports and important business metrics to track and measure the outcomes and progress.Order Management
Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic wayCollaboration Tools
Interactive tools meant to make the application highly collaborative and encourage teamworkLead Management
A systemized and organized way of managing all your leads and their conversation.Referral Tracking
Track and manage your referred customers.Lead Scoring
Lets you manage your prospective leads by scoring them on the basis of their response.Product Catalog
Lets your sales representatives, as well as customers, view details and prices of each product.Document Management
Ability to store and manage various information and documents in electronic format.Free Trial
Available
Self-Hosted $55.00 $55.00 One-Time Payment
All Plans Features
Cloud Hosted $10.00 $10.00 per month
Coming soon
$10 per Month billed Yearly
$12 per Month billed 6 Months
$14 per Month billed 3 Months
Features
Disclaimer: The pricing details were last updated on 17/07/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Workice CRM Pricing
86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Featured
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Quick links
What is Workice CRM used for?
Workice CRM is CRM Software. Workice CRM offers the following functionalities:
Learn more about Workice CRM features.
What are the top alternatives for Workice CRM?
Here`s a list of the best alternatives for Workice CRM:
Does Workice CRM provide API?
Yes, Workice CRM provides API.
what is CRM ?
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