Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
Description
WorkGuru equips you with essential tools to effectively manage your business, putting you in command of your projects, inventory, quotes, and invoicing. It offers the necessary support for Australian businesses to make informed decisions and ensure profitability on each job. You can conveniently monitor your timesheets and stock usage for every project in one centralized location. With just a click, you can compare projected expenses to actual costs, streamlining your financial oversight. Whether your inventory consists of 100 or 1000 products, WorkGuru efficiently tracks stock levels across various locations and assesses their overall value. Say goodbye to the hassle of tracking time spent on client work, as WorkGuru's integrated timesheet feature simplifies this process. Relationships are crucial in business, and our CRM allows you to manage client details and track the history of leads for every opportunity. Invoicing becomes a breeze with the ability to create and send invoices swiftly, eliminating the need for cumbersome spreadsheets. You can also personalize the appearance of your invoices with your branding and client-specific information, ensuring a professional presentation. By streamlining these processes, WorkGuru empowers you to focus more on growing your business and less on administrative tasks.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Vendor Details
Company Name
WorkGuru
Founded
2018
Country
Australia
Website
workguru.io
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
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management