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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Kool CRM simplifies the management of your mailbox, allowing you to effortlessly view and send emails with just a few clicks. This functionality enables you to categorize your contacts into different groups and contexts according to your preferences. Administrators have the ability to add activities for the current day or the following day, as well as edit or mark activities as completed. With Kool CRM, managing events becomes a straightforward task; users can create, view, and delete events with minimal effort. Additionally, by analyzing historical data from previous campaigns, you can develop more effective sales strategies for the future. Kool CRM also streamlines the process of maintaining quotes; you can easily create new quotes and access all previous quotes from a dedicated section. The platform includes a payment section that allows for proper management of your transactions, where new payments can be created with relevant information. In the invoice section, generating invoices is a breeze, and you can view all invoices from this location as well, including the option to set up recurring invoices for ongoing billing needs. By utilizing these features, Kool CRM enhances your overall productivity and efficiency in managing various aspects of your business.

Description

WorkCentral streamlines the entire freelance process into a single platform, handling everything from initial quotes to final payments. Many freelancers find themselves using multiple applications for different tasks like quoting, project management, time tracking, and invoicing, which leads to wasted hours transferring information. WorkCentral addresses this issue effectively. With the ability to generate quotes that include AI-suggested line items, freelancers can easily have their clients approve them, leading to automatic project creation complete with tasks. Time tracking and invoicing can then be accomplished with just a single click, and clients can conveniently make payments online through Stripe. This platform was developed by a CTO who spent over 15 years freelancing and became frustrated with the time wasted on administrative tasks spread across various tools. Among its many features are AI-powered quoting, seamless conversion of quotes to projects, time tracking capabilities, intelligent invoicing with automated reminders, online payment options, expense management, detailed reporting, and team collaboration tools. There is a free plan available for users, and early adopters can take advantage of a special founder pricing offer, which includes the first year free and a 50% discount for life thereafter. With such comprehensive solutions, WorkCentral aims to redefine the freelance experience for professionals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Kool Invoice

Integrations

Kool Invoice

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$18/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BTS Software

Country

United Kingdom

Website

btssoft.net

Vendor Details

Company Name

WorkCentral

Founded

2026

Country

United States

Website

workcentral.app

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Freelance Management

Anonymous Talent Search
Chat / Messaging
Consolidated Billing & Invoicing
Contract Management
Custom Payments
Internship Management
Job Posting / Job Board
Payment Management
Portfolio Screening
Progress / Time Tracking
Project Management
Talent Matching Algorithm
Talent Vetting
Task Management

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