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WorkFlow360 | Features
Sales, Invoicing, Quotations, Proposals, and Payments in Workflow360 offer a comprehensive suite of tools to streamline your sales process and financial transactions. With Workflow360, you can effortlessly manage your sales pipeline, create professional quotations and proposals, and send invoices directly from the platform. It also enables you to track payments and easily manage outstanding balances. This all-in-one solution ensures that you can close deals faster, improve cash flow, and provide a seamless experience for both your sales team and customers. Say goodbye to manual data entry and hello to an integrated system that simplifies your sales and financial operations, making Workflow360 your go-to solution for business success.
Project management in Workflow360 has a streamlined and efficient approach to planning, executing, and overseeing projects within the platform. It empowers teams to collaboratively manage tasks, timelines, and resources, all while maintaining a clear view of project progress. With Workflow360 project management capabilities, you can effortlessly create, assign, and track tasks, set milestones, allocate resources, and communicate with your team, ensuring projects are completed on time and within budget. Say goodbye to scattered project data and hello to centralized control and visibility, making Workflow360 your ultimate tool for successful project delivery.
Lead management in Workflow360 has a robust system designed to help you efficiently capture, nurture, and convert leads into valuable customers. With Workflow360, you can effortlessly collect and organize lead information, track interactions, and prioritize leads based on criteria such as engagement and potential value. Automation tools streamline lead nurturing through personalized communication, ensuring that no lead falls through the cracks. As leads progress through the sales funnel, Workflow360 allows you to seamlessly transition them into opportunities and track their journey from initial contact to conversion. Say goodbye to manual lead tracking and hello to a powerful lead management system that accelerates your sales process and maximizes your conversion rates, making Workflow360 an indispensable tool for business growth.
Support management in Workflow360 has a comprehensive solution for delivering exceptional customer service and support. It empowers your team to efficiently handle customer inquiries, requests, and issues, all within a centralized platform. With Workflow360, you can easily create, assign, and track support tickets, ensuring timely responses and resolutions. It also provides valuable insights into customer interactions and service history, enabling your team to deliver personalized and effective support. Say goodbye to scattered support data and hello to a streamlined support management system that enhances customer satisfaction, improves response times, and ultimately builds stronger customer relationships, making Workflow360 your ultimate choice for customer support excellence.
Accounting in Workflow360 has a robust financial management feature that seamlessly integrates with industry-leading accounting software like Quickbooks, Sage, and Xero. This integration allows you to effortlessly synchronize your CRM data with your preferred accounting platform, ensuring consistency and accuracy in your financial records. With Workflow360, you can manage invoices, expenses, and financial transactions within the CRM, knowing that your data will seamlessly flow into Quickbooks, Sage, or Xero, eliminating the need for manual data entry and reducing the risk of errors. Say goodbye to data duplication and hello to a streamlined accounting process that maximizes efficiency and ensures financial compliance. Workflow360 makes accounting integration a breeze, allowing you to focus on growing your business while maintaining precise financial records.
Inventory and warehousing in Workflow360 provide a comprehensive solution for efficiently managing your stock and storage needs. With Workflow360, you can effortlessly keep track of inventory levels, monitor product movement, and optimize warehouse operations. It enables you to maintain a real-time inventory database, automate stock replenishment, and even set reorder points to prevent stockouts. The system also offers tools to streamline order processing, manage supplier relationships, and improve order fulfillment accuracy. Say goodbye to manual inventory tracking and warehousing challenges and hello to a centralized platform that enhances visibility, reduces costs, and ensures that your products are readily available to meet customer demands. Workflow360 simplifies inventory and warehousing management, helping you run a more efficient and cost-effective operation.
HR management in Workflow360 is a comprehensive solution designed to streamline and optimize your human resources processes. With Workflow360, you can efficiently manage employee data, recruitment, onboarding, performance reviews, and more, all within a single integrated platform. This feature empowers HR teams to simplify administrative tasks, track employee records, and automate routine HR processes, such as leave requests and performance evaluations. Workflow360 provides valuable insights into your workforce, helping you make data-driven decisions to enhance productivity and employee satisfaction.
Reports in Workflow360 offer powerful insights into your business operations and performance. With Workflow360 CRM's reporting capabilities, you can easily create, customize, and generate a wide range of reports to track key metrics, analyze trends, and make informed decisions. Whether you need to assess sales performance, monitor customer engagement, or evaluate the effectiveness of marketing campaigns, Workflow360's reporting tools provide you with the data you need. These reports are presented in a user-friendly format, often with visualizations like charts and graphs, making it easy to understand complex information at a glance.
Staff task management in Workflow360 has a robust solution that simplifies the allocation, tracking, and completion of tasks within your organization. With Workflow360, you can effortlessly assign tasks to specific team members, set priorities, establish due dates, and monitor progress in real-time. This feature enhances collaboration by ensuring that everyone is on the same page, reducing the chances of tasks falling through the cracks. Workflow360 also allows for the attachment of documents, comments, and notifications to tasks, facilitating clear communication and documentation of task-related activities.
Contracts management in Workflow360 is a comprehensive solution that simplifies the creation, tracking, and management of contracts throughout their lifecycle. With Workflow360, you can effortlessly generate, customize, and store contracts, whether they're for sales agreements, partnerships, or any other business-related documents. This feature enables you to set contract milestones, track key dates, and receive automated reminders for renewals or important events. Workflow360 also centralizes all contract-related communication, making it easy to collaborate with team members and clients, and ensuring that all parties have access to the latest contract versions.
The Customer Dashboard in Workflow360 is your central hub for gaining valuable insights into your customer relationships and interactions. With Workflow360's Customer Dashboard, you can access a comprehensive view of each customer, including their contact information, purchase history, support requests, and communication history. This feature provides real-time data and analytics, allowing you to monitor customer engagement, track sales opportunities, and assess the overall health of your customer relationships. The Customer Dashboard also offers visualizations like charts and graphs, making it easy to identify trends and opportunities at a glance.
The Customer Portal in Workflow360 is a secure and user-friendly platform that bridges the gap between your business and your customers. With Workflow360's Customer Portal, you provide your customers with direct access to their accounts, order history, support requests, and relevant information. This feature allows customers to self-serve, check the status of their orders or support tickets, update their contact information, and even make inquiries, reducing the workload on your support teams. The Customer Portal also enhances transparency and communication, ensuring that your customers have a seamless and satisfying experience with your business.
Cross-platform sales integration in Workflow360 is a powerful feature that seamlessly connects your CRM system with various sales platforms and channels, ensuring a unified and efficient sales process. With Workflow360's cross-platform sales integration, you can sync data from e-commerce websites, online marketplaces, and other sales platforms directly into your CRM. This feature eliminates the need for manual data entry, reduces errors, and provides a real-time, 360-degree view of your sales activities across all platforms. It streamlines inventory management, order processing, and customer communication, allowing you to provide a consistent and exceptional customer experience.
Social media integration in Workflow360 is a dynamic feature that connects your CRM system with popular social media platforms. With Workflow360's social media integration, you can effortlessly track, engage, and manage your social media interactions and relationships directly within the CRM platform. This feature enables you to monitor social media mentions, messages, and comments related to your business or products. It also allows you to schedule and automate social media posts, helping you maintain an active and consistent online presence. Workflow360's social media integration provides valuable insights into customer sentiment, engagement, and trends, helping you make data-driven decisions and nurture your social media community.
The built-in mailbox in Workflow360 is a powerful communication tool that centralizes all your email correspondence within the CRM platform. With Workflow360's built-in mailbox, you can seamlessly manage your emails, send and receive messages, and track important conversations with clients and colleagues. This feature eliminates the need to switch between multiple email applications, allowing you to access, organize, and search for emails directly within the CRM. It also provides a complete history of email interactions with each contact, ensuring that you have a comprehensive view of your communication.
The built-in REST API in Workflow360 is a robust and flexible tool that empowers developers and businesses to seamlessly integrate the CRM platform with external systems and applications. With Workflow360's built-in REST API, you can effortlessly access, retrieve, update, and manipulate data within the CRM, enabling customizations and integrations tailored to your specific needs. This feature provides a standardized and secure way to interact with CRM data, allowing for the automation of various tasks, data synchronization, and the creation of custom applications. Whether you want to connect to third-party tools, build custom reports, or streamline business processes, the built-in REST API offers endless possibilities for extending the CRM's functionality.
Automated WhatsApp Business for Workflow360 is a game-changer for modern businesses looking to engage with customers efficiently and effectively. This feature seamlessly integrates WhatsApp, one of the most popular messaging platforms, with your CRM system. With Automated WhatsApp Business, you can automate and personalize messages, send updates, reminders, and notifications, and even handle customer inquiries, all within the WhatsApp interface. Workflow360 empowers businesses to maintain consistent and real-time communication with customers, ensuring that important messages reach their intended recipients.
VOIP integration in Workflow360 is a powerful feature that seamlessly connects your customer relationship management platform with Voice over Internet Protocol (VOIP) services. With Workflow360's VOIP integration, you can make and receive phone calls directly within the CRM, transforming the way you communicate with customers and colleagues. This feature offers a range of benefits, including automatic call logging, call recording, and the ability to access customer information during calls. It streamlines your call management, enhances productivity, and provides valuable call data for analytics and follow-up.
Demo Account
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Choose Package
Unlock your Company's full potential today.
Workflow360 Basic Package is the perfect solution for small businesses and startups looking to manage their customer relationships efficiently without overwhelming complexity. It's the first step towards enhancing customer satisfaction and growing your business.
Features include:
- 1 User (R35 p/m per additional user)
- Unlimited Sales Documents
- Built in Mailbox
- Leads Integration
- Multiple Payment System
- Project Management
- Sales (Invoice, Quote, CN, etc)
- Payment Received Manager
Workflow360 Pro Package is tailored for businesses with complex CRM, ERP and Integration to automated processes and workflow needs, offering the most advanced features and capabilities to enhance customer relationships, drive revenue growth, and optimize business processes. It's the comprehensive solution you need to stay ahead in today's competitive business landscape.
Features include:
- 5 Users (R35 p/m per additional user)
- Unlimited Sales Documents
- Built in Mailbox
- Multiple Payment System
- Accounting And Bookkeeping
- HR Management
- WhatsApp Cloud API Business Integration
- Warehouse/Inventory
- More Advanced Modules Available
Workflow360 Standard Package empowers businesses of all sizes to optimize their customer relationships, drive sales growth, and deliver exceptional customer service. It's a versatile solution that adapts to your evolving business requirements, helping you achieve your CRM, ERP and process automation goals with ease.
Features include:
- 2 Users (R35 p/m per additional user)
- Unlimited Sales Documents
- Built in Mailbox
- Multiple Payment System
- Accounting Solution and More
- QuickBooks® Online
- Rest API
- WooCommerce
Need help?
We can assist you with all setup and integration required for you to unleash your companies full potential. We also provide custom requirements. Quote on request.
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95 Bellairs Drive
Noordhang - Randburg
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help@wf360.app
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