Your All-in-One Cloud-Based Business Essential Tool for Small Businesses
MICRO-SME
You don't need a CRM, ERP or HR System but you need a system that can tabulate all your quotes, record your wins, create invoice, track AR as well as all your supplier invoice and expenses.
WorkSynx is for you.
SME
You have employees in differing roles, you are looking for a cost-effective system. Your accounting is outsourced but your still need a simple system to pull all your staff together.
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Quotation and CRM for Sales
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Invoice, AR and Statement of accounts for Finance
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Project overview for delivery staff
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Management oversight
WorkSynx is for you.
LARGER SMEs
A Simple System for department or company users.
The ability for single sign-on for GSuite, Microsoft 365 and LarkSuite
If you are looking for a simple system for all your needs but do no need a complex system like an ERP, CRM software.
This maybe what you need.
WorkSynx is for you.
There is no risk, try with 14 days trial
or contact us now for more information.
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Do more with Worksynx
LEADS TO OPPORTUNITY
Identify, Create and Define Leads and opportunity. Add leads and customer information. Assign owners to the clients to convert to opportunity.
OPPORTUNITY TO CLOSURE
Opportunities | {customer name} |Sizing | Milestones | Terms And Conditions | Review | Write Email
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A standardised format for opportunity and quotation creation align to format and standards of your team.
INVOICING
AR MANAGEMENT
Monitor account receivables, view outstanding payment, download statement of accounts as well as an overview of the delivery pipeline.
(Download of the monthly invoice for accounting)
SUPPLIER
EXPENSE AND CLAIM
Listing of pre-approved vendors, recording of the invoice, status, and for every staff to do online claims with the approval process as well as to manage claims payout status
In summary
