Project Management

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

Lead Management

With the simple Kan Ban 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.

Built In Support System

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

Create Awesome Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

Contract Management

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

Goals Tracking

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

Extraordinary Features

Some of the additional features that Workplace offers.

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

Invoices

SkyWorks allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item..

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Estimates

Create estimates withinminutes, send it off to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.

Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Web to Lead Forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Workplace CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.

Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Media Library

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Reporting

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes).

Customers are lovin’ it

A few quick reviews from our Customers.

By far the best CRM I have ever tried.It is perfect for my business.

Finally a true All in One system.I no longer need 3 separate systems for CRM and billing.

Awesome built-in support system.My customers love it!

The built in chat system is great for my staff to communicate.

This makes project management extremely easy for us.

Best-in-class support

AltoSky offers complete support.

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