Improve business relationship with WorkVue’s Customer Relationship Management. This feature lets you manage all your relationships and interactions, with your customers and potential customers, efficiently. Understand them more by knowing what services they like and avail.
With WorkVue’s CRM, you can track the progression and status of your leads, convert them to accounts, and establish better connection with your customers.
Track your team’s progress, real-time!
Know the right information for the right client at the right time.
Establish better connections through a robust client information form.
Track your employees’ performance and identify areas for improvements through your dashboards. With WorkVue, interpret and analyse your data easily through its visual and interactive dashboards.
Manage your employees’ permissions and access with WorkVue’s user role management feature. Generate Ad Hoc reports using the report wizard functionality and choose from organised data tables to identify the relevant information you need.
Create visually stunning and interactive dashboards.
Provide access information to employees more conveniently.
Automatically create and send comprehensive reports.
With automatic triggers and intelligent notification features, you can receive reminders for invoices due and collections needed for your business.
Set up your invoice templates and let WorkVue generate your monthly, weekly and even daily invoices. Just hit send to forward them to your clients. Add your company information such as your logo and bank details to personalise your invoices.
And you’re good to go!
Automatically send invoices and receive payables.
Never miss collection through smart reminders.
Provide customers convenient payment methods through integration
Get a full visibility of all your field assets on the map.
JOB MANAGEMENT
SCHEDULING AND CALENDAR MANAGEMENT
Access your work calendar and maximise your productivity by prioritising your tasks for the day and focus on the job at hand.
Compare and check your calendar with your team for better work management and scheduling. Use your calendar with WorkVue’s drag-and-drop function and integrate each change with notifications.
Manage your calendar with an easy drag-and-drop functionality.
View and check your workload with calendar view.
Prioritize tasks according to workload.
Owning a service business needs proper management and monitoring. With WorkVue’s robust roster management functionality, you can easily organise your employees’ schedule and productivity. Manage time sheets, tasks assigned, and leave applications all in one platform.
View and manage your employees’ roster.
Keep employee records and history accurately for better record keeping.
Apply and manage holidays or leaves on the fly.
WorkVue understands the importance of creating ways to leverage technology and establish better connection with your clients, partners, and suppliers. With web portals, you can offer client access to your services and products, all with real-time data. Add value to your products and services by offering clients the means to provide feedback and insights about your business.
Establish better connections and ensure data security by creating accounts for your clients to use.
Provide your clients access to products, services and information sheets.
Improve customer service by allowing your clients to share their feedback and insights about your business.
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