Experience the Workplace Platform for Yourself

Join all the Amazing Companies that use Workplace.

Meet Your Business Needs

Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.

  • Keep a track of all your projects in most simple way.
  • Assign tasks to project members and track the status.
  • Add members to your projects and keep them in sync with the progress.

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Simple and Powerful Reporting

Get a complete grasp of your operations and numbers using our reporting module.  All the data you require to make meaningful decisions is available at your fingertips. 

  • Create customized dashboards for various parameters you need to analyze and generate reports concerning the parameters you choose.
  • Generate reports to identify the growth you have achieved in terms of acquiring new leads and increasing conversions.
  • Use the CRM reports to identify the trends and implement corrective measures to achieve great results for your business.

Provide Awesome Support To Your Customers

With our Customer Service tools such as Ticketing, Helpdesk, Customer Feedback Forms, Knowledge Base, Canned Responses and more, your support team can now connect better and resolve faster, to easily retain your customers.

  • Track every customer interaction in a single place so your support agents are empowered to provide great customer experience, every time.
  • Stay organized with simple ticket view.
  • Boost the productivity of your support agents by creating tasks.

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One place for all your work

From identifying new opportunities to delivering customer happiness.

Contact Management

Store all your contacts in one place. Stay organized, make meaningful decisions, and close more sales.

Task Management

Create tasks, reminders, and appointments. Get an overview of upcoming activities on the activity dashboard, and avoid missed opportunities.

Project Management Tools

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.

Awesome Support System

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

Record Expenses

Great system to record company expenses. Set up a recurring expense and bill expenses directly to customers or projects.

Create Estimates

Create simple estimate within minutes. Send to your customers and with the ability for them to digitally accept the estimate.  Ability to auto convert the estimate into an invoice upon acceptance. 

Loved By Businesses, And Individuals Across The Globe

I think I have finally found the CRM that we needed, and with great customer support.

Alex McKinsey

THE CRM for small businesses. Tech support is awesome.

jenna gilbert

If you’re looking for a CRM solution, you’ll not find better than Workplace. Just simply try it

Kevin Patrick

I love Workplace. It has helped me 4x my outreach volume and new deals.

Matt Murry

Managing Your Business Has Never Been So Easy.

Align Marketing, Sales, and Support teams around single view of your customers. Start your 21-day free trial. No credit card required.