WorkFlow – Customer & Project manager

WorkFlow – Customer & Project Manager is a multipurpose software and it is suitable for different types of organizations, freelancers and individual users. It is fast and easy to use. Anyone can use it without any coding knowledge. With its clean and modern design, Workflow CRM can help you look more professional to your customers and help improve business performance at the same time.

Demo

Admin Login:

    Email: [email protected]
    
Password: 12345678

Member Login:

    Email: [email protected]
    
Password: 12345678

Client Login:

    Email: [email protected]

    Password: 12345678

Please send an email to [email protected]  for any issues, questions or suggestions

Features

Customers

Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, essential files, events and notes for each clients. You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place.

Invoices

WorkFlow allows you to keep in track you’r invoices, items and generate reports. Invoice with different tax based on item.

Projects

Workflow makes project management much easier. Monitor the tasks of different team members, track time on each tasks and get timesheet.. See auto calculated project progression. Add different milestones and meet the deadline.

Milestones

Create milestones for projects and track time spend based on milestone.

Tasks

Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status. Easily create multiple tasks.

Staff

Manage all your staff members from one place.

Staff Management

Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard.


Event Calendar

Create your events list and share events with team members. See upcoming events in dashboard.


Notes

Store your private notes . Add useful title with notes and find easily. 


Announcements

Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.


Responsive

WorkFlow is fully responsive. You can easily access your data from mobile or tablet.