Workice CRM

Workice CRM

Workice CRM is a customer relationship management platform designed for small and medium-sized businesses. It includes features such as contact management, pipeline tracking, task automation, and reporting.
crm contact-management pipeline-tracking task-automation reporting

Workice CRM: Customer Relationship Management Platform

Workice CRM is a customer relationship management platform designed for small and medium-sized businesses. It includes features such as contact management, pipeline tracking, task automation, and reporting.

What is Workice CRM?

Workice CRM is a cloud-based customer relationship management (CRM) platform tailored for small and medium-sized businesses. It provides a centralized interface to manage all customer interactions and data in one place.

Key features of Workice CRM include:

  • Contact Management - Store all customer contact details and interactions in one place. Track companies and individuals seamlessly.
  • Pipeline Tracking - Visualize your sales pipeline stages. Track deal values, manage tasks, and forecast revenue.
  • Task Automation - Create rules to automatically assign tasks when certain conditions are met. Streamline repetitive tasks.
  • Reporting & Dashboards - Analyze performance by individual, team, product line etc. Spot trends and take corrective actions.
  • Email Integration - Sync emails from Gmail or Outlook into each contact record automatically.
  • Mobile Access - Access your CRM data on-the-go with native iOS and Android apps.
  • Custom Fields - Adapt Workice CRM to your unique business needs by creating customized fields and layouts.

Overall, Workice CRM helps streamline sales, marketing and customer service processes for SMBs at an affordable price point backed by outstanding support.

Workice CRM Features

Features

  1. Contact management
  2. Pipeline tracking
  3. Task automation
  4. Reporting
  5. Lead management
  6. Email integration
  7. Calendar and scheduling
  8. Invoicing and billing
  9. Project management
  10. Workflow automation

Pricing

  • Freemium
  • Subscription-Based

Pros

Comprehensive CRM features for small and medium businesses

Customizable and scalable platform

Affordable pricing options

Intuitive user interface

Strong customer support

Cons

Limited mobile app functionality

May lack some advanced features found in enterprise-level CRMs

Integration with third-party apps can be limited


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