Switched on from day one
Choose “Retail shop” when you set up your workspace and your workspace starts with these 26 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
People
- CustomersCompanies and people you work with.
- Time clockClock in and out of the working day.
- LeaveLeave requests and team availability.
- WhatsApp & SMSA shared WhatsApp and SMS inbox, templates and reminders, linked to your customers.
- Customer insights & loyaltyOne customer record across till, online and bookings: spend, segments, loyalty points, store credit, abandoned carts and review requests.
- RostersWeekly rosters per branch, open shifts and swaps, timesheets with BCEA checks, payroll export and commission.
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.
- Point of saleA touch till for the counter: barcode scanning, split payments, receipts, shifts and cash-ups.
- Online storeYour own online shop with stock from your branches, delivery or collection, and card or EFT payment, plus WooCommerce and Shopify stock sync.
- MembershipsClass packs, monthly memberships, prepaid credit and gift vouchers, used up at check-in or at the till.
- Social mediaPlan, approve and publish posts to Facebook, Instagram, LinkedIn, TikTok and more from one calendar, with results per post.
- 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.
Operations
- InventoryStock per branch and location from one ledger: receiving, transfers, counts, adjustments, reorder points and low-stock alerts.
- PurchasingSuppliers, purchase orders with approval, goods receiving and supplier prices.
- ComplianceExpiry register for certificates and licences, recurring obligations, and signed opening, closing and safety checklists.
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Customers |
| Branches | Stores |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, WhatsApp & SMS, point of sale, online store, need the Professional plan (R299 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.
- Do shift workers need a full login?
- No. A staff seat costs R6 a month on paid plans and covers time clock, leave, point of sale, inventory and a kiosk PIN, without a mailbox.
Also in retail & commerce
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.