Introduction

Workice CRM is a place for you to store information on the people and clients you interact with and track your outreach efforts. The CRM includes sales and marketing dashboards, invoicing dashboard, expenses dashboard, payments dashboard, projects and ticketing dashboards.

Note

Workice CRM is build with Laravel Framework

To purchase Workice CRM Click Here

Top Navigation

In your Workice account, click your login name next to your avatar in the top navigation bar. The following sections will appear in the dropdown menu:

  • Settings - Your Profile settings including GDPR.
  • Tell a friend - Like Workice CRM? Share it with a friend.
  • Reminders - Shows a list of all your reminders.
  • Notifications - A list of all your notifications.
  • Canned Responses - Instead of repeatedly copying and pasting the same email response you can save time by using canned responses.
  • Need Help? - Have an issue? Open a ticket with us directly within your Workice CRM.

Invoicing Dashboard

This is the first page you’ll see when you login. It provides a general overview of the invoicing status of your freelance business. The page displays the invoice-specific data that’s associated with your business. It also allows you to see the updates at a glance.

The dashboard is designed to offer a simple yet powerful overview of your total business accounts:

  • Outstanding: The total amount of all unpaid invoices.
  • Invoiced: The total amount invoiced so far.
  • This Month: Total amount invoiced in the current month.
  • Last Month: Total amount of invoices created last month.

Tip

If you are being paid in a range of currencies, the dashboard will display the totals in your Base Currency.

Chart Below the stats boxes, you’ll see a chart presenting your invoicing data in an easy-to-understand graphical format. The data presented in the chart are total invoiced amount versus revenue collected in the current Year.

Sales Dashboard

Sales dashboard provides a general overview of deals and leads.

The dashboard provides the information below:

  • Won Deals: Total amount of won deals.
  • Lost Deals: The total amount of lost deals.
  • This Month: Total amount of deals this month.
  • Forecasted: Get an idea of the revenue projection for your company.

Tip

If you are being paid in a range of currencies, the dashboard will display the totals in your Base Currency.

Chart Below the stats boxes, you’ll see a chart presenting your sales data in an easy-to-understand graphical format. The data presented in the chart are total won deals versus lost deals in the current Year.

Expenses Dashboard

Expenses dashboard provides a general overview of your expenses.

The dashboard provides the information below:

  • Billed: Total amount of billed expenses.
  • Unbillable: Total amount of unbillable expenses.
  • This Month: Total amount of expenses this month.
  • Last Month: Total amount of expenses last month.

Tip

If you are being paid in a range of currencies, the dashboard will display the totals in your Base Currency.

Chart Below the stats boxes, you’ll see a chart presenting your expenses data in an easy-to-understand graphical format. The data presented in the chart are total amount of expenses billable versus total amount billed in the current Year.

Payments Dashboard

Payment dashboard provides a general overview of your payments status of your freelance business.

The dashboard provides the information below:

  • Receipts: Total amount received so far.
  • Credits: Total amount of creditnotes issued.
  • This Month: Total amount of payments received this month.
  • Last Month: Total amount of payments received last month.

Tip

If you are being paid in a range of currencies, the dashboard will display the totals in your Base Currency.

Chart Below the stats boxes, you’ll see a chart presenting your payments data in an easy-to-understand graphical format. The data presented in the chart are total amount of payments received versus total amount creditnotes issued in the current Year.

Projects Dashboard

Project dashboard provides a general overview of your project status of your freelance business.

The dashboard provides the information below:

  • Active: Total number of active projects.
  • Done: Total number of completed projects.
  • Pending Tasks: Total number of pending tasks.
  • Done Tasks: Total number of completed tasks.

Chart Below the stats boxes, you’ll see a chart presenting your projects data in an easy-to-understand graphical format. The data presented in the chart are total number of projects, tasks and issues in the current Year.

Ticketing Dashboard

Ticketing dashboard provides a general overview of your support status for your freelance business.

The dashboard provides the information below:

  • Open: Total number of open tickets.
  • Closed: Total number of closed tickets.
  • Tickets: Total number tickets.
  • Response Time: Average amount of time used to solve a ticket

Chart Below the stats boxes, you’ll see a chart presenting your tickets data in an easy-to-understand graphical format. The data presented in the chart are total number of tickets versus the number of ticket replies in the current Year.