WorklioWorklioBeta

Features

Everything your business needs

Worklio is packed with features designed to help freelancers manage every aspect of their business — from lead capture to final payment.

Lead Management

Track every lead from first outreach to signed contract. Capture leads from your website, email, or manually. See your full pipeline at a glance.

  • Custom pipeline stages
  • Lead scoring and priority
  • Email and phone tracking
  • Automated follow-up reminders
  • Conversion rate reporting
app.worklio.com/leads
Lead Management

Client CRM

Keep every client detail in one place — contact info, communication history, contracts, files, and project history.

  • Unified client profiles
  • Communication timeline
  • Document and contract storage
  • Client portal access
  • Custom fields and tags
app.worklio.com/clients
Client CRM

Project Management

Plan, execute, and deliver projects with visual boards and timelines. Track milestones and keep clients updated.

  • Kanban and list views
  • Milestone tracking
  • Time estimates and budgets
  • Client-facing progress views
  • Project templates
app.worklio.com/projects
Project Management

Task Tracking

Break projects into actionable tasks. Assign deadlines, set priorities, and track completion.

  • Drag-and-drop task boards
  • Subtasks and checklists
  • Priority and deadline management
  • Recurring tasks
  • Calendar integration
app.worklio.com/tasks
Task Tracking

Invoicing & Payments

Create professional invoices in seconds. Send them to clients, accept online payments, and track every dollar.

  • Custom invoice templates
  • PDF generation and send
  • Online payment processing
  • Automatic payment reminders
  • Multi-currency support
app.worklio.com/invoices
Invoicing & Payments

Analytics Dashboard

See your business health at a glance. Revenue trends, outstanding invoices, project progress, and client insights.

  • Revenue and expense tracking
  • Outstanding invoice alerts
  • Project profitability analysis
  • Client lifetime value
  • Exportable reports
app.worklio.com/dashboard
Analytics Dashboard

File Management

Store and organize all project files in one secure place. Attach files to clients, projects, or tasks.

  • Drag-and-drop uploads
  • Folder organization
  • Version history
  • Client file sharing
  • 10GB storage on free plan
app.worklio.com/files
File Management

Activity Timeline

Get a complete history of everything that happened across your business. Track every interaction and update.

  • Real-time activity feed
  • Client interaction logging
  • Project change history
  • Filterable by type and date
  • Team activity views
app.worklio.com/activity
Activity Timeline

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