WorkFlow360 CRM

your ultimate solution for all your business CRM needs and beyond. Our cutting-edge CRM system is designed to streamline and optimize your workflow, providing you with a comprehensive suite of tools and features to enhance your business operations.

Complete Workflow

you can seamlessly organize and track your leads, contacts, and opportunities, enabling you to stay on top of every interaction and maximize your sales potential. Our intelligent system provides real-time insights and analytics, empowering you to make informed decisions and drive strategic growth for your business.

Easy Integration

doesn't stop at traditional CRM functionalities. Our system goes above and beyond by offering a wide array of additional features to further streamline your business processes. From project management and task assignment to collaboration tools and document sharing, WorkFlow360 acts as a centralized hub for all your business needs.

Customers

we understand the importance of effective customer relationship management in today's competitive business landscape. That's why we have developed a robust platform that empowers you to effortlessly manage and nurture your customer relationships, ensuring unparalleled customer satisfaction and loyalty.

Explore our CRM features that will help you get your business to the next level.

These are our standard features included in WorkFlow360 Standard Edition

CREATE INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

CREATE QUOTES

Create quotes within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

PROJECT MANAGEMENT

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

CREATE PROFFESIONAL PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

TICKET SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

SEND SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

DETAILED CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

SURVEY REPORTS

Generate powerful survey reports

WorkFlow360 ADD on Services

ADDON FEATURES

These are additional add on services that you can integrate with

Sales Agent Management module

Sales Agent Management Module is your solution for managing your company’s sales agents and their commissions.

AiWriter – OpenAI Base Content Generator, AI Writing and Auto-replay Module

AiWriter is an innovative module designed to enhance the functionality of WorkFlow360.

WhatsApp API Business Integration

It simply offers your customers a level of personalized service and provide support in the channel that your customers prefer mostly to be reached on: WhatsApp

Accounting

Turn your crm into a full account suite

HR Payroll

HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.

SAGE® ONLINE

SAGE Integration module for WorkFlow360 CRM allows you to synchronize your Invoices, Payments and Customers with SAGE.

Xero® Online

Xero® Online Module enables you to synchronize in Real Time or Scheduled, your Accounts, Taxes, Invoices, Payments, Expense Categories, Payment Methods etc…

QuickBooks® Online

QuickBooks® Online Module enables you to synchronize in Real Time or Scheduled, your Accounts, Taxes, Tax Agencies, Invoices, Payments, Expenses, Expense Categories, Payment Methods etc…

Zoom Meeting Manager

Zoom Meeting Manager uses Zoom API and brings Zoom directly to WorkFlow360 CRM with abilities to Create, View, Start Meetings and Delete meetings with ease.

VoIP Integration

Integrate direct calling and call logging from WorkFlow360 to selected VoIP Solutions

Inventory Management

Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.

WooCommerce

WooCommerce module for WorkFlow360 CRM is a module that enables you to view, manage and sync your WooCommerce store from WorkFlow360 CRM.

REST API

REST API allow WorkFlow360 to integrate with 3rd party apps.

Mobile App

Android and IOS App for Full Featured WorkFlow360 CRM with your custom branding for all your staff and clients.