Workforce CRM
is one stop customer solutions

Unlimited Customers,Leads,Estimation,proposals and Followup,Task,Reminder etc..

Manage Everythig at one place

Workforce CRM is a complete and to-the-point solution to help in converting Leads into Customers.
It comes with below feature that are required to manage your business,
if something is missing then we are there to build it as per your needs.

Stay Organized

Save your daily productivity time with clean and user friendly design.

Manage Team

Get Everything in single place share ideas with your team and work.

Manage Clients & Leads

Keep your customer happy,add unlimited customer,proposals & estimates.

CRM FEATURES

Recruitment

Get closer to your employees with efficient on-boarding

Our HR software makes employee on-boarding and recruitment much easier for HR folks.

Jobs
Job Applicants
Schedule Interviews

Days have gone, when we had to maintain logs of papers for every single activity

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Pre-onboarding
Onboarding
Offboarding

HRMS helps you simplify all your critical HR operations

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Manage Employee
Employee Separation
Employee Validation Monthly Cycle
Employee Transfer
Employee Training and Skill Enhancement
Employee Offboarding

HRMS helps you simplify all your critical HR operations

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Add Attendance
View Attendance
Attendance Regulation
Leave Management

HRMS helps you simplify all your critical HR operations

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Manage Asset
Request Asset
Employee Validation Monthly Cycle

HRMS helps you simplify all your critical HR operations

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Manage Client
Manage Project
Map Project
Map Manager

HRMS helps you simplify all your critical HR operations

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Role & Permissions
Company Settings
Holidays
Email Settings
Add Menus

HRMS helps you simplify all your critical HR operations

Let no more HR challenges come into your path. HRMS helps you conclude with HR activities in no time.

Raise Ticket

crm features

Recruitment & Onboarding

Helps you find the right candidate for a job vacancy & initiate the process of bringing a new staff member on board.

Employee Management

Helps employees do their best work each day in order to achieve the larger goals of the organization.

Time & Attendance

It can prevent payroll errors & ensure accurate pay for your staff. Employee attendance is tracked in real-time, with data automatically being sent to a central system.

Asset Management

Track IT hardware and software allocations with a simplified onboarding process. Request assets, view assigned assets, and report incidents.

Client & Project

Managing employees and projects with tasks they are appointed. Keeping Track of all on going projects.

Core HR

The core function of human resource management is development training efforts to improve personal, group, or organizational effectiveness.

Role Based Access

Role based access to user.

Document Management

Helps to handle document creation, sharing, organization, and archiving. Also, streamline the way you manage all your documents

Talent Management

Helps to to manage talent through the entire lifecycle from talent acquisition through development to reward and measurement.

DASHBOARD

Manage overall functionality of the organization and show the complete data compilation for team and clients.

STAFF MANAGEMENT

Create unlimited staff and assign role & access permissions.

LEADS

You can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

PRODUCTS

Create unlimited products to use while creating invoice , proposal for your clients or customers.

PROPOSALS

Create good looking proposals and impress your potential clients or customers.

CUSTOMERS

Deals are potential sales and opportunities. You can collect them and work with them to change to real revenue.

ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item.

TASKS

Assign task to multiple employees, add task followers, task comments allowed.

REMINDERS

Reminders help to staff to remember to followup on task or leads fro increase sales.

OFFICE SETTINGS

Settings is used to configure SMTP, company information and tax info Invoice related.

MEDIA FILES

Media is centralize for staff and customer or clients to share the file inside the one system do not need to share over the emails, so it is easy to access the files to save lots of efforts.

WEB TO LEAD FORMS

Web to lead forms is one the best feature to create dynamic form for generate leads or use into funnel those leads will automatically sync with leads inside CRM.