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.
Admin Login: Email: firstname.lastname@example.org Password: 12345678 Member Login: Email: email@example.com Password: 12345678 Client Login: Email: firstname.lastname@example.org Password: 12345678
Please send an email to email@example.com for any issues, questions or suggestions
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.
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.
WorkFlow allows you to keep in track you’r invoices, items and generate reports. Invoice with different tax based on item.
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.
Create milestones for projects and track time spend based on milestone.
Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status. Easily create multiple tasks.
Manage all your staff members from one place.
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.
Create your events list and share events with team members. See upcoming events in dashboard.
Store your private notes . Add useful title with notes and find easily.
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
WorkFlow is fully responsive. You can easily access your data from mobile or tablet.