Switched on from day one
Choose “Consultancy or professional services” when you set up your workspace and your workspace starts with these 22 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
- TasksEverything assigned to you across projects.
- EngagementsProjects, tasks, boards, templates and dependencies.
- Team ChatChannels, direct messages and threads.
- CalendarEvents, meetings and scheduling.
- DocsShared documents and wiki with live co-editing.
- FilesFiles across projects, tasks, chats and emails.
- ProofingShare a design or document version with a client for pinned comments and a recorded approval.
- E-signaturesSend quotes, leases, mandates and other PDFs for signature by email, with a one-time code, an audit trail and a signed certificate.
People
Sales
- Products & servicesYour price list of services, products, materials and fees.
- Quotes & invoicesQuotes, tax invoices and credit notes with VAT and PDFs.
- PaymentsPay-now links through your own PayFast, Yoco, Ozow, Paystack or Stripe account, and payment records.
- DealsLeads and a deal pipeline from enquiry to won, with follow-up reminders.
- Billable time & WIPRate cards, unbilled time to invoice, prepaid hours and retainers, and budget alerts.
- Email marketingNewsletters and campaigns to customers who opted in, with audiences from your customer data, double opt-in, unsubscribe handling and open and click results.
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Clients |
| Projects | Engagements |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, deals, client portal, billable time & WIP, need the Business plan (R799 a month) or higher. Mail, projects, chat, calendar and AI work on every plan, and every workspace starts with a 7-day trial of everything.
- Can I change which tools are switched on?
- Yes. These are the starting set for this kind of business. An owner or admin can switch any tool on or off in Settings, and the labels can be renamed too.
Try every feature free for 7 days
No card needed. Pick your kind of business and Workpool switches on the tools it needs. After the trial you stay on the free Starter plan unless you choose a paid one.