WorkZeal documentation

  • About WorkZeal

    What WorkZeal is and how the platform is organized

  • Quick start

    A checklist for setting up the application and getting started

  • Plans

    Subscription payment, invoices and documents

  • Users

    Employees, access rights, departments and sign-in

  • WorkZeal platform microservices

  • CRM

    Clients, tasks and deals

  • Finance

    Budgets, payments and reports

  • Documents

    Invoices, contracts and quotes

  • Email

    Messages, templates and mailings

  • Warehouse and Products

    Product card, receipts, shipments, transfers and stock balance

  • Automation

    Auto-funnels, scenarios and alerts

  • Marketing

    Ad campaigns and UTM tags

  • Integrations

    Telephony, email, SMS and social networks

  • Website widgets

    Web forms, chat and quiz — website requests go straight into the system

  • Projects

    Stages, deadlines and responsible persons for projects

  • Corporate chat

    The company's internal communication channel

  • Analytics

    Reports on sales, the funnel and employee performance

  • AI solutions

  • Learn more

    Artificial intelligence works on three levels