Experience the Workplace Platform for Yourself
Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.
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.
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.
From identifying new opportunities to delivering customer happiness.
Store all your contacts in one place. Stay organized, make meaningful decisions, and close more sales.
Create tasks, reminders, and appointments. Get an overview of upcoming activities on the activity dashboard, and avoid missed opportunities.
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.
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.
Great system to record company expenses. Set up a recurring expense and bill expenses directly to customers or projects.
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.
I think I have finally found the CRM that we needed, and with great customer support.
THE CRM for small businesses. Tech support is awesome.
If you’re looking for a CRM solution, you’ll not find better than Workplace. Just simply try it
I love Workplace. It has helped me 4x my outreach volume and new deals.
Align Marketing, Sales, and Support teams around single view of your customers. Start your 21-day free trial. No credit card required.