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.

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.

Appoint multiple users to multiple deals. Easily work with more than one client on the same deal and complete your deals faster.

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.

Create timesheets and easily assign tasks to projects. Allocate times and dates and improve general business efficiency.

Restrict access to certain projects by defining permissions. Create user IDs for your teams and clients and assign unique roles to them. Control what you want your users to see by easily modifying permissions.

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.

Create timers and easily track how long you spend on projects. Generate automatic screenshots of timer and track work efficiency from anywhere. Set custom intervals for screenshots and save or delete them at will.

Never miss important deadlines, tasks or projects again. Sync all your activities with the calendar module. Manage your plans on a daily, weekly, monthly and yearly basis. Keep notes, set reminders and get notified of everything.

Generate new estimates for your projects and easily assign clients, dates, taxes, and more. Edit and share existing estimates as you wish. Delete paid estimates and update their status. Make management easier with the aid of QR codes.

Generate invoices for each project and get paid easily. Update existing invoices with additional orders and information. Set custom tax rates and let your clients pay through a secure payment gateway.

Keep tabs on company activities by getting instant notifications of every action. Know what action gets performed and by who. Schedule events for later and easily rectify mistakes.

Easily initiate conversations from inside the WorkAI tool. Send and receive messages from anyone, anywhere and at any time. Communicate effectively and send documents from a single tab.

Create expenses for various categories of a project. Assign users to expenses and manage the amount and date of these expenses. Update existing expenses and attach files to support the evidence.

Set up and manage virtual meetings with ease. Generate unique links, share with clients and communicate efficiently. Integrate Zoom, sync it with your calendar, and get notified of upcoming zoom meetings.

Send instant, hassle-free messages from anywhere. Follow up your projects and always stay on track. Get notified of activities that interest you and stay on top of your projects.

Easily customize your system settings and tailor them to reflect your brand. Add currencies, symbols, positions, and more. Edit your company details, user emails, invoices, and times from the system settings module.

Organize your leads and projects by assigning unique colors to them. Manage sources for lead generation and add payment methods with ease. Create product units, expense categories and modify your settings to suit your business needs.

Easily integrate Stripe, PayPal, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paystack and Paymentwall and get paid with no stress.

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

Create mail templates, view mail actions and manage the status of your templates.

Add users and clients on projects. Control the actions your users and clients can perform. Let them see only approved projects, leads and invoices. Let users sign in securely with unique login IDs.

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

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