Creating and Sending Quotations

Registering and Managing Customers

Add customers to the master record and link deals, quotes, and orders to them.

Using the Sales Pipeline and Deal Management

Track deals through stages on a Kanban board and auto-generate weighted revenue forecasts.

Using Quotation Templates

Register reusable item sets as quotation templates to speed up quote creation.

Reading and Using the Revenue Forecast Report

Understand the weighted pipeline forecast and use it to make data-driven sales plans.

Using Quotation Templates

Register reusable item sets as quotation templates to speed up quote creation.

Export Shift Schedule as PDF or Excel

Download the shift schedule as PDF, Excel, or CSV for printing and sharing.

Sending Direct Messages and Creating Group Chats

Use WorkVell's built-in messaging to send DMs or create group conversations.

Managing Customer Contacts

Track multiple contacts (people) within each customer company and centralize your communication history.

Exporting Data as PDF or CSV

Export payslips, attendance records, and reports as PDF or CSV from the employee portal.

Creating and Approving Purchase Orders

Create purchase orders for suppliers and route them through the approval workflow before sending.