workflow360 crm

your ultimate solution for all your business CRM needs and beyond. Our cutting-edge CRM system is designed to streamline and optimize your workflow, providing you with a comprehensive suite of tools and features to enhance your business operations.

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integrating workflow360 crm with your existing systems a seamless approach

Complete Workflow

you can seamlessly organize and track your leads, contacts, and opportunities, enabling you to stay on top of every interaction and maximize your sales potential. Our intelligent system provides real-time insights and analytics, empowering you to make informed decisions and drive strategic growth for your business.

Easy Integration

doesn't stop at traditional CRM functionalities. Our system goes above and beyond by offering a wide array of additional features to further streamline your business processes. From project management and task assignment to collaboration tools and document sharing, WorkFlow360 acts as a centralized hub for all your business needs.

Customers

we understand the importance of effective customer relationship management in today's competitive business landscape. That's why we have developed a robust platform that empowers you to effortlessly manage and nurture your customer relationships, ensuring unparalleled customer satisfaction and loyalty.

Explore our CRM features that will help you get your business to the next level.

WorkFlow360 CRM

These are our standard features included in WorkFlow360 Standard Edition

CREATE INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

CREATE QUOTES

Create quotes within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

PROJECT MANAGEMENT

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

CREATE PROFFESIONAL PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

TICKET SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

SEND SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

DETAILED CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

SURVEY REPORTS

Generate powerful survey reports

WorkFlow360 ADD on Services

ADDON FEATURES

These are additional add on services that you can integrate with

Sales Agent Management module

Sales Agent Management Module is your solution for managing your company’s sales agents and their commissions.

AiWriter – OpenAI Base Content Generator, AI Writing and Auto-replay Module

AiWriter is an innovative module designed to enhance the functionality of WorkFlow360.

WhatsApp API Business Integration

It simply offers your customers a level of personalized service and provide support in the channel that your customers prefer mostly to be reached on: WhatsApp

Accounting

Turn your crm into a full account suite

HR Payroll

HR Payroll module allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.

SAGE® ONLINE

SAGE Integration module for WorkFlow360 CRM allows you to synchronize your Invoices, Payments and Customers with SAGE.

Xero® Online

Xero® Online Module enables you to synchronize in Real Time or Scheduled, your Accounts, Taxes, Invoices, Payments, Expense Categories, Payment Methods etc…

QuickBooks® Online

QuickBooks® Online Module enables you to synchronize in Real Time or Scheduled, your Accounts, Taxes, Tax Agencies, Invoices, Payments, Expenses, Expense Categories, Payment Methods etc…

Zoom Meeting Manager

Zoom Meeting Manager uses Zoom API and brings Zoom directly to WorkFlow360 CRM with abilities to Create, View, Start Meetings and Delete meetings with ease.

VoIP Integration

Integrate direct calling and call logging from WorkFlow360 to selected VoIP Solutions

Inventory Management

Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.

WooCommerce

WooCommerce module for WorkFlow360 CRM is a module that enables you to view, manage and sync your WooCommerce store from WorkFlow360 CRM.

REST API

REST API allow WorkFlow360 to integrate with 3rd party apps.

Mobile App

Android and IOS App for Full Featured WorkFlow360 CRM with your custom branding for all your staff and clients.

NeuralNet Bot

Typically replies within a day

Get In Touch With Us

Message us, we will be in touch shortly

We are available 24/7 with priority support via our website form, email and WhatsApp channel.  Please note our WhatsApp number is the same as our office number below.  

We have mobile branches in Roodepoort, Krugersdorp and Randburg by appointment only.

  • Oliverdale, Randburg, 2188
  • gethelp@chellu.tech
  • admin@chellu.tech
  • +27 (0) 10 880 8990 - Office and WhatsApp Support
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Terms and Conditions

Introduction
Welcome to Chellu Solutions! These Terms and Conditions govern your use of our website, www.chellu.tech, and the services provided through it. By accessing or using our website, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please refrain from using our website.

User Accounts
2.1 Registration: In order to access certain services on our website, such as making purchases, enrolling in courses, or accessing our client zone, you must create a user account. You agree to provide accurate and up-to-date information during the registration process and to keep your account details secure.

2.2 Account Responsibility: You are responsible for maintaining the confidentiality of your account credentials and for any activity that occurs under your account. We reserve the right to suspend or terminate your account if we suspect any unauthorized use or violation of these Terms and Conditions.

Data Collection and Usage
3.1 Personal Information: We collect personal information, including names, email addresses, phone numbers, IP addresses, and other relevant details, for the purpose of providing and improving our services. We may use this information to communicate with you, process your orders, provide support, and personalize your experience on our website.

3.2 Cookies and Tracking: We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and for marketing purposes. By using our website, you consent to the use of cookies in accordance with our Privacy Policy.

Third-Party Services
4.1 Integration: Our website may integrate with third-party services, such as Google, Microsoft, Plesk, Uniform Domains, Facebook, Chellu CRM, and 3cx. These services may have their own terms and privacy policies, and your use of their services is subject to their respective terms.

Data Security
5.1 Data Protection: We take reasonable technical and organizational measures to protect the personal information we collect and prevent unauthorized access, loss, or destruction of data. However, please note that no method of data transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute data security.

Data Sharing
6.1 Third-Party Disclosure: We do not share your personal data with unauthorized third-party companies. However, we may disclose your information if required by law or if necessary to protect our rights, property, or safety, or the rights, property, or safety of others.

User Rights
7.1 Access and Modification: You have the right to access, modify, or delete the personal information we hold about you. You can update your account details or contact us to exercise these rights.

Legal Compliance
8.1 POPIA Compliance: We comply with the Protection of Personal Information Act (POPIA) as per South African law. We are committed to handling your personal information in accordance with applicable data protection laws and regulations.

Updates and Modifications
9.1 Policy Changes: We reserve the right to modify or update these Terms and Conditions and the Privacy Policy at any time. Any changes will be effective upon posting the revised versions on our website. We encourage you to review these policies periodically to stay informed about any updates.

If you have any questions or concerns about these Terms and Conditions, please contact us at support@chellu.tech

Privacy Policy

Please refer to the separate document titled “Privacy Policy” for detailed information on how we collect, use, and protect your personal data.

By using our website, you acknowledge that you have read, understood, and agreed to our Privacy Policy.

If you have any questions or concerns about our Privacy Policy, please contact us at support@chellu.tech

Privacy Policy

Last Updated: 28/06/2023

Chellu Solutions (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website, www.chellu.tech, or use our services. By accessing or using our website, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy. If you do not agree with this policy, please refrain from using our website.

Information We Collect
1.1 Personal Information: We may collect personal information from you when you voluntarily provide it to us. This includes information such as your name, email address, phone number, IP address, and any other relevant details you provide when interacting with our website or services.

1.2 Cookies and Tracking Technologies: We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and for marketing purposes. These technologies may collect information about your device, browsing actions, and patterns. You have the option to disable cookies through your browser settings, although this may limit certain features and functionality of our website.

How We Use Your Information
2.1 Providing Services: We use the personal information we collect to deliver the services you request, such as processing orders, providing customer support, and delivering personalized content.

2.2 Communication: We may use your personal information to communicate with you, including responding to your inquiries, providing updates about our services, and sending marketing communications with your consent.

2.3 Improving Our Services: We may use your information to analyze trends, track website usage, and gather demographic information to improve our services, website functionality, and user experience.

2.4 Legal Compliance: We may use and disclose your personal information as required by law, regulation, or legal process, or to protect our rights, property, or safety, or the rights, property, or safety of others.

Data Sharing
3.1 Third-Party Service Providers: We may share your personal information with trusted third-party service providers who assist us in operating our website and delivering our services. These providers have access to your information only to perform specific tasks on our behalf and are obligated to keep it confidential.

3.2 Compliance with Law: We may disclose your personal information if required to do so by law or in response to a valid legal request, such as a court order, government inquiry, or regulatory authorities.

3.3 Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred to the acquiring entity or parties involved as part of the transaction. We will notify you via email and/or prominent notice on our website of any change in ownership or use of your personal information.

Data Security
4.1 Data Protection Measures: We take reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or destruction. We use industry-standard security protocols, including encryption, firewalls, and secure socket layer (SSL) technology to safeguard your information.

4.2 Data Retention: We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Your Rights and Choices
5.1 Access and Correction: You have the right to access, update, or correct your personal information. You can do so by logging into your account or contacting us directly.

5.2 Opt-Out: You have the option to unsubscribe from our marketing communications at any time by following the instructions provided in the communication or contacting us directly.

5.3 Do Not Track: Our website does not respond to “Do Not Track” signals or similar mechanisms.

Third-Party Links
Our website may contain links to third-party websites or services. This Privacy Policy does not apply to those websites or services. We encourage you to review the privacy policies of those third parties before providing any personal information.

Children’s Privacy
Our website and services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If you believe that we may have inadvertently collected personal information from a child, please contact us, and we will take steps to delete the information.

Changes to this Privacy Policy
We reserve the right to modify or update this Privacy Policy at any time. Any changes will be effective upon posting the revised version on our website. We encourage you to review this Privacy Policy periodically for any updates.

Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at support@chellu.tech