THE ONLY TOOL YOU NEED TO MANAGE YOUR SALES AND GROW YOUR BUSINESS
Never lose a client to poor sales management ever again! Easily manage your sales, quotes, and orders from one intuitive dashboard.
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Manage All Your Sales From One Place
Manage every aspect of your business sales from one place. Get sales updates on a daily, weekly or monthly basis. Monitor your sales, leads and accounts from a single comprehensive dashboard.
Access Your Clients’ Information
Easily view and control the details of all your clients. Create user accounts and edit existing user information, manage your contacts, and do a lot more from anywhere – with a single tool.
Assign Roles And Get Work Done Faster
Add as many users as needed to make the job easier. Assign various roles and permissions easily. Modify role descriptions, and manage their statuses from anywhere.
Sales Management Made Easy… Manage Your Business Sales With Ease
Sales AI Makes It Super Easy For You To Manage Your Sales
Sales AI lets you run your business on autopilot. Automate your sales management and generate detailed reports about your sales orders, invoices, quotes, and leads.
Sales AI helps you simplify your tedious sales management tasks
YOU ONLY NEED A FEW CLICKS TO MANAGE YOUR SALES
Sales AI monitors your sales performance like a coach and lets you know whether you are on track. Get real time reports about every sales activity you make, make smarter decisions, and manage your business’s general sales more efficiently.
Monitor Your Business From Your Favorite Apps
Automate Your Business Sales And Get Things Done Faster Save valuable time by automating repetitive and boring sales processes. Create users and assign tasks in a few clicks, easily switch priorities and alert your team on what to focus on. Set reminders for activities, get notified about every important action, and do a lot more - with a single tool.
Communicate With Your Team And Clients In Real-Time
Never miss a single piece of feedback ever again. Invite clients to communicate with you and discuss their projects right inside the tool. Invite your team members to discuss individual tasks. You can also use the built-in messenger to communicate with both your clients and team members in real-time!
The Smartest Way To Manage Your Sales
Use One Tool To Keep All Your Clients Happy
CRM AI is a complete business management solution. With a SaaS license, you can rebrand it, adjust all branding elements, and offer all its amazing features to your audience on your terms – Without writing a single line of code!
Manage Your Sales From One Place
Access a wide range of easily customizable features in one place. Switch from feature to feature with fluidity from one single dashboard. Get an overview of your invoices, quotes and sales order- all under one roof.
Save Money And Achieve More
Carry out tasks that would normally take hours; in mere minutes! Assign your contacts and manage your opportunities, client accounts, and product lists with a single tool that helps you do more with less resources.
Manage Your Payments Easily
Get paid for work done, fast. Integrate several payment options for diverse clients and make the payment process stress-free. Easily safeguard your clients’ payment by using Stripe, PayPal, Flutterwave, and more.
Get Instant Notifications
Integrate the Twilio app and never miss an important notification again. Get notified when tasks or orders are completed and get notifications about meetings and new orders sent to your mobile phone via text.
Resolve Issues On Time
Keep your clients happy and coming back for more. Easily resolve queries from the Salesy tool. Open cases and assign queries to the customer support team. Place priority on pressing queries and monitor the statuses of each complaint.
Stay On Top Of Your Events
Never miss an important meeting again! Schedule your meetings, run them through your calendar, and get reminders about upcoming meetings. This way, you’ll always be prepared to deliver your best at meetings.
A SALES MANAGEMENT TOOL THAT HELPS YOU RUN A SMOOTH BUSINESS
Efficient Dashboard
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.
Task Management
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.
Project Overview
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.
Multi users & Multi Client interface
Appoint multiple users to multiple deals. Easily work with more than one client on the same deal and complete your deals faster.
Create New Management
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.
Timesheet
Create timesheets and easily assign tasks to projects. Allocate times and dates and improve general business efficiency.
Assign Roles & Permission
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.
Managed Leads based on clients
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.
Track Project hours
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.
Calendar & Notes
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.
Manage Estimates
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.
Invoice Management
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.
Slack Integration
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.
Chat
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.
Expense Management
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.
Zoom Integration
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.
Telegram Integration
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.
Company Settings
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.
System Setup
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.
Payment Gateway
Easily integrate Stripe, PayPal, Flutterwave, Razorpay, Paytm, Mollie, Skrill, Mercado Pago, CoinGate, Paystack and Paymentwall and get paid with no stress.
Support
Send your issues, questions, and suggestions with ease. Get prompt response and feedback to your inquiries.
Manage Mail Template
Create mail templates, view mail actions and manage the status of your templates.
Add users and clients
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.
RTL Support
Expose your users to a user-friendly environment. Communicate using Hebrew, Arabic, Urdu and other RTL languages.
ChangeLog
Get new WorkAI updates on time and easily see new changes.