Workerbee is packed with advanced features designed to optimise your operation.
POWERFUL PROJECT MANAGEMENT Efficiently manage and invoice projects with advanced project management features. Track expenses and time spent on tasks, and easily bill your customers. Assign multiple staff members to tasks and track time logged by each project member.
ONE-CLICK INVOICE CREATION Create professional and visually appealing invoices with ease. Attach files and send them directly to your clients, including the invoice PDF. Apply different tax rates based on items. Set up recurring invoices that regenerate automatically according to your preferences, from monthly to yearly.
EASY ESTIMATE CREATION Generate estimates within minutes. Send them to your customers and await their acceptance. Automatically convert accepted estimates into invoices. Customers can view and interact with estimates even without logging in.
IMPRESSIVE PROPOSALS Create stunning proposals to impress potential clients. Incorporate images, tables, and YouTube videos using the powerful editor. Facilitate proposal discussions with customers through comments and collaboration.
STREAMLINED LEAD MANAGEMENT Effortlessly track leads and monitor their progress using the intuitive Kanban board. Attach files, convert leads to customers, auto-import leads from email, create proposals, and leave notes.
EXPENSE RECORDING Track company expenses systematically. Set up recurring expenses, which are automatically created at specified intervals (days, weeks, months, or years). Assign expenses as billable to customers or projects.
PAYMENT RECORDING Efficiently record and receive payments in multiple currencies. Customers can make payments via PayPal and Stripe. Auto-generate PDFs after each recorded payment.
ROBUST SUPPORT SYSTEM Utilize a comprehensive support ticket system with autoresponse capabilities. Benefit from features such as private staff notes, ticket assignments, attachments, predefined ticket replies, knowledge base links, ticket priorities, and statuses.
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF Enhance customer and staff knowledge with an extensive knowledge base. Create articles directly from the text editor and include a “Did you find this article useful?” voting feature in the client area.
CONTRACT MANAGEMENT Manage contracts to secure current and future sales. Create PDF documents in minutes and send them to customers using the built-in contract sending feature. Set up customer reminders before contracts expire.
BUILT-IN STAFF TASKS Efficiently assign tasks to multiple employees, add task followers, and allow task comments and attachments for streamlined collaboration.
SURVEYS FOR LEADS AND CUSTOMERS Create surveys to gather valuable insights and enhance productivity. Send surveys to leads, customers, staff members, and manually created mail lists.
DETAILED CALENDAR Gain a clear view of all company events, invoice and contract expiry dates, estimate expiration, and task finish dates using the comprehensive calendar feature.
COMPANY NEWSFEED Share important company events, upload documents, and facilitate easy communication among employees.
GOAL TRACKING Set up goals and track achievements. Notify staff members of failures or achievements. Track progress and milestones across all aspects of your business.
CUSTOMIZE WITH ADDITIONAL FIELDS Add custom fields to various features such as PDF invoices and estimates to tailor the system to your specific needs.
SIMPLE REPORTS FOR QUICK OVERVIEW Generate easy-to-understand reports for quick insights. Access reports on sales, item performance, total income, customers, and custom date ranges. Monitor lead conversions and analyze knowledge base article usefulness based on votes.
SURVEY REPORTS Generate comprehensive survey reports to gain deeper insights into customer feedback and improve decision-making.
