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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
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
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Work Management
Access Roles / Permissions
No
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
No
Strategic Planning
No
Task Management
No
Time Tracking
No
Version Control
No
Workflow Management
No