Complete Control in One Place
Workway.pro gives Admins a powerful and intuitive Client Management system where you can easily onboard, organize, and manage every client relationship – from projects to payments, all in one dashboard.
* No credit/debit card required
Admin Panel: Add, Manage, and Review Clients
Admins get full authority to manage all client-related operations with ease.
Add Clients
Create a new client by filling essential details
- Company Name, Contact Name, Email Address
- Phone Number, GSTIN, Website, Address
- Industry Category, Billing Preferences
- Login Credentials are automatically generated and sent to the client's email on creation.
Client Information & Communication
- Profile (Basic company and contact details)
- Contacts (Multiple contact persons)
- Documents (Contracts, agreements, NDAs)
- Notes (Internal follow-ups, remarks)
Financial Overview
- Invoices (Paid, Unpaid, Overdue tracking)
- Payments (All payment history and outstanding amounts)
- Estimates (Sent quotes and pending approvals)
- Credit Notes (Refunds and billing adjustments)
Projects, Tickets & Orders
- Projects (Ongoing, completed, and pending projects)
- Tickets (Support and service tickets raised by client)
- Orders (Products or service orders linked to billing and inventory)
Full Client Overview
- At any time, Admins can:
- Quickly search and filter clients.
- Access client profiles with full history of Projects, Invoices, Estimates, Orders, and Tickets.
- Analyse client contribution to revenue, open issues, project progress, and overall health.
Client Management & Automation
Onboard, organize, and monitor every client with total visibility—all from a single platform.
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Effortless Client OnboardingInstantly create clients with auto-sent login credentials and ready-to-use dashboards.
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Centralized Client DashboardAccess projects, invoices, payments, documents, and support tickets—all under one clean view.
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Full Client Lifecycle ManagementFrom initial contact to project delivery, manage every document, order, and conversation with real-time updates.
Trusted by Businesses Like Yours
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Shradha Kumari, CEO
YOURDORLD PVT. LTD.
Workway Tips, Trends & Tactics
Frequently asked questions
What features are included in Workway’s Client Management module?
The module offers full client lifecycle handling—client profiles, contact details, notes, files, and reminders. You also get chat logs, client-specific tasks, and integration with invoicing, contracts, and estimates, all in one centralized dashboard.
Can I search and filter clients easily?
Yes, Workway allows you to search clients by name, tags, date, or filters. You can view clients alphabetically, by status, invoicing, or due dates to pinpoint exactly what you need quickly.
Is there support for tasks and follow-ups?
Absolutely, create client-specific tasks, assign them to team members, add deadlines and reminders. You get a clear view of pending actions and history, so no follow-up gets missed.
Where can I store chat history and documents?
All communication—WhatsApp chat logs, manual notes, and file attachments—are linked to specific client profiles, offering complete visibility during meetings or handovers.
Can I generate estimates, contracts, and invoices from here?
Yes, within a client profile you can create and send estimates, contracts, and invoices. Plus, you can view payment status, due amounts, and automate reminders—all integrated within the client module.
Does it integrate with Finance or Payroll features?
Yes, the financial elements within client profiles (invoices, payments, contracts) integrate with the central Finance Management module, giving a complete financial snapshot per client.
What about automation or reminders?
Workway supports automated reminders for tasks, follow-up calls, invoice due dates, and contract renewals—keeping communication consistent and timely.
Is the system scalable for bigger teams?
Totally, built for teams from solo users to 5000+ employees, it seamlessly scales. You get access control, audit logs, and team collaboration features even at enterprise-level usage.
Digital Workplace
A Secure, Scalable Cloud
End-to-end encrypted. Role-based access. Built-in SSO, access logs, and 2FA.
workway.pro runs on a private, enterprise-grade cloud infrastructure designed for performance, scalability, and control fully hosted and managed in India.
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