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Monitor your leads, projects, invoices, and staff from a single place. Get an overview of your tasks through pie charts and line graphs. Easily monitor projects’ statuses and do a lot more with an intuitive dashboard.

Create user profiles for your employees. Assign roles easily and control their access to certain parts of the software. Manage permissions and set up profiles for your clients too.

Create invoices for your deals with ease. Set due dates, assign tax rates, update existing invoices, and let your clients pay what’s due by generating unique QR codes.

Create and manage plans that work well with your business model. Select appropriate pricing details and set the duration for your created plan. Easily set your maximum number of deals, users and do more.

Speed up your deal management by dividing the work between your team members. Appoint multiple users to deals and assign multiple clients to the same deal.

Keep a tab on the due date and the amount a user has incurred. Generate reports and files to back up your invoices and easily update existing expenses.

Get paid for your services by using several payment gateways. Easily integrate Stripe, PayPal, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paystack, and Paymentwall.

Expose your users to a user-friendly environment. Communicate using Hebrew, Arabic, Urdu and other RTL languages.

Easily manage multiple products from anywhere. Add new products to existing product lists. Update descriptions and prices for each product on the go.

Get instant notifications of your company’s activities. Monitor major actions performed by various channels in real-time. Easily schedule activities for later and rectify mistakes with ease.

Manage multiple tasks on the same projects without breaking a sweat. Increase priority of tasks and set new milestones easily. Create checklists, monitor work progress and attach files and comments to projects.

Get a statistical overview of your project’s expenses, budgets, progress, due date and many more. Update the status of your projects by simply choosing from a drop-down menu. Upload important files and keep tabs on every single activity.

Generate leads and create new projects based on them. Quickly assign users, budgets and deadlines to them. Organize your projects by adding labels, tags and product descriptions.

Easily customize every aspect of your Lead AI tool. Add custom currencies, select symbols and positions, choose dates, time formats and assign invoices from a single tab.

Manage your deals efficiently with an easy-to-use tool. Move your deals through various pipeline stages with the Kanban Board feature.

Create, view, start, delete and end virtual meetings with ease. Schedule your meetings easily by syncing with your calendar and get notified of new and upcoming meetings.

Start conversations with prospects, leads and users. Resolve issues, share ideas and brainstorm on problems without leaving the software.

Manage your leads with an easy drag-and-drop system. Monitor and interact with your leads through all the stages, from generation to deal completion.

Stay in touch with your projects and activities. Let your team alert you when they generate new leads or need your help by using the Telegram Integration feature.

Create multiple pipelines and assign stages to them. Label your pipelines and create sources for your deals. Manage expense categories and implement them according to your business needs.

Create custom fields on selected modules. Easily manage fields for your products, deals, clients and users. Keep tabs on all your information without breaking a sweat.

Create and manage new deals by assigning various resources to facilitate the process. Add notes to each pipeline stage and manage your clients, prices and more.

Assign labels and tasks to your deals. Set priority levels, add or remove products, invoices, and permissions. Make notes for each deal and converse with the users involved.

Get new WorkAI updates on time and easily see new changes.

Let your clients and users see only particular deals by controlling their access and visibility throughout the app.

Manage your generated leads and monitor them through their various stages. Easily assign users and clients to leads through a Kanban board system. Update prices and make notes on individual leads.

Use the MDF Module to request funding, display approved amounts, available amounts, and more. Easily request for funds from sales partners and make the entire process effective and transparent.

Create and manage various forms with a few clicks. Collect information like email, number, date, description, and other info that would be beneficial to your business.

Send your issues, questions, and suggestions with ease. Get prompt response and feedback to your inquiries.