I love that you can add so many different modules or even design your own with some effort but very little cost, for a nonprofit that is great.

It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

Salesgirce is very effective when it comes to tracking the progress of each case within my organization, great tutorials to get you started and very easy to navigate through cases and serial numbers.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

Salesforce has a lot of capabilities, it covers everything. The leads section was nice, and it was great to be able to create your own sections.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

I hate that I have to refresh every thing but I'll deal with it for some of the other options.

Great solution for self employment, history records and easy search feature that really helps.

I love the new tip feature. It’s very easy to us and works great.

Workiz has been a great asset to our business with ease of use between the office and the techs, scheduling & mapping the job, contacting customers using the Workiz phone and invoicing/billing.

This software has phone and text integration which allows administrators to mask customer phone numbers. This is a great feature for the industry I work in.

The modern technology that is built right in such as 2-way texting, notifications, email, automation. The App is amazing and full of almost everything the desktop offers.

Good customer service when I have questions or need help. Overall it's a good program.

I liked the software for ease of access for view calls and jobs.

The program is very simple to use and integrates nicely with QuickBooks. You can customize this software to best suit your needs.

Great experience, despite feeling the need to have a cleaner interface.

I really like how easy this software is to use. The customer service is awesome and I have always been able to find help when needed.

Workiz integrated flawlessly  with my QuickBooks software.

The team is responsive and has worked hard to help me with a very complicated rule set. I am very happy with your help.

It's a simple format and if you use it to full potential, you can really micro manage a lot of the aspects to your company  that could otherwise slip through the cracks. The support team is wonderful.

My over all experience with this software for daily dispatching of jobs and also invoicing has been good.

Fantastic customer support. I recommend Workiz to other businesses every chance I get.

Has some great features and was a reasonable price.

Overall I enjoy using Workiz not just for the ease of use but also because of the features you get for the reasonable low price.

Chatbot integration and online booking is my favorite part. Easy to integrate with website and most importantly I can interact live with customer if needed.

Excellent product, excellent features, Awesome customer service, Great prices. We are fairly new with Workiz, but loving it so far.

It's really easy to use and operate. I have been using this software for over 5 years to manage my Cleaning business and I've really seen how this company has innovated and grown over the years.

Very hard to distinguish the schedule. If you need a client with multiple properties and sub addresses this is the worst software I have ever encountered for such client management.

Our overall experience with Wirkiz has been very positive and they are working on continuous improvements for software. There are always tying to make it work better.

Calls drop when calling through the app, jobs don’t always update right away.

I like the great convenience offered by this app where data for my clients is stored in one place.

Reasonable monthly cost. Elegant invoicing with optional signature requirement.

Ease of use, simplicity and overall great function.

It makes sending estimates out to customers super convenient. I highly recommend Workiz.

I love that everything works so well, it is all very clear and easy to use. Everything has been really well thought out and is seemless.

Trouble loading sometimes, even though I have cell reception.

From the first day I saw using it I’ll start making money faster organizing my business better set my goals able to have all my information for my customers right at the palm of my hand I love it.

Workiz - Best Software - Best Support - Best Customization.

Absolutely  HORRIBLE customer  and tech support. The owner has an incredibly  poor attitude.

US Dollar

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


LongDescription

Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Ad hoc Reporting

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Data Import/Export

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Self Service Portal

Contact Management

Sales Approval

Version Control

XML/RSS

Opportunity Management

Content Management

Configurable Workflow

Bills of Material

Lead Management

Conversion Rate Optimization

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Performance Metrics

Routing

Territory Management

Channel Management

Dynamic Modeling

Training Management

Maintenance Management

Shared Contacts

Production Scheduling

Marketing Automation

Proposal Management

Landing Pages/Web Forms

Request Escalation

Social Media Integration

Lead Segmentation

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Salesforce Sales Cloud

In Person

Live Online

Webinars

Documentation

Videos

Trying to manage your field service team with pen and paper or Excel spreadsheets?

Workiz is designed for growing field service teams who need to streamline their business. We provide an all-in-one platform that makes scheduling, estimating, invoicing, payment processing, and communication easier than ever before.

Now you can finally take your business to the next level. You’ll have more time to focus on what you do best – providing top-notch service to your customers. And our customer support is always available to help you get the most out of our platform.

Try Workiz free today!

Real-Time Analytics

Messaging

Surveys & Feedback

Electronic Payments

Invoice History

Status Tracking

Payment Processing

Recurring/Subscription Billing

Subcontractor Management

Mobile Alerts

For Locksmiths

Time Tracking

Customizable Reports

SMS Messaging

Dispatch Management

Job Costing

Real-Time Monitoring

Mobile Payments

Task Scheduling

Electronic Signature

IVR/Voice Recognition

Confirmation/Reminders

Credit Card Processing

Invoice Management

Timesheet Management

Job Management

Calendar Management

Mobile Signature Capture

Multi-Location

Lite Free forever (2 pro users) - Eliminate the pen and paper with the perfect starter kit.

Standard: $45 per user per month (minimum 5 pro users + unlimited free users) - The top tools to grow your company faster, save time, and increase revenue.

Ultimate: Contact Workiz (unlimited pro users) - The complete plan to operate your business, franchises, partners, and inventory.

7-day free trial available for all packages.

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