Features

Dashboard

  • Post announcements, upcoming events, company highlights and share other important information with the entire company.
  • Start new discussion topics and comment on existing topics on a company message board.. Topics can be moderated by users with Administrative access.
  • Add time clocks for your offices and customers in cities around the world to stay updated with your various locations and stakeholders.
  • Observe current and forecasted weather in your location.
  • Use five different calculators to help compute standard calculations, margin, markup, present value, and future value
  • Add your preferred RSS feeds or use default RSS feeds to kept up to date with the latest news
  • Connect your company’s social feeds - COMING SOON
  • Customize your Dashboard to each user’s preferences by adding or removing widgets

Workspace

  • Data is gathered throughout your company and presented through graphs and charts
  • Set role based permissions on charts to control what data each user has access to view
  • Automate your workspace to get an email at the beginning or the end of every day with important information needed to run and grow your company

CRM

  • Prospects
    • Easily add prospective customers without the hassle of extraneous information
    • Set up next contact dates to stay close to your prospects
    • Add and group prospects with tags for better organization and follow up
    • Add and access prospect specific notes for better tracking and communication
    • Share with or transfer prospects to other sales team members
    • Turn a prospect into a customer with a single click
  • Customers
    • Easily add individuals or company customers
    • Customize your customer form fields to meet your unique specifications
    • Drag and drop form field placement for form design flexibility
    • Track customer activities to stay on top and in the know
    • Store customer related documents for easy and centralized access
    • Share with or transfer customers to other sales team members
  • Contacts
    • Easily add and label customer contacts by contact type
    • Customize your customer contact types for proper tracking and communication
    • Customize your contact form fields to meet your unique specifications
    • Drag and drop form field placement for form design flexibility
    • Track customer contact activities to stay on top and in the know
    • Store customer contact related documents for easy and centralized access
  • Opportunities
    • Create customer specific sales opportunities for forecasting and tracking
    • Project potential revenue, profitability, close date, and close probability
    • Mark opportunities as won or lost for statistical performance tracking
  • Proposals
    • Create and send proposals to customers
    • One click proposal acceptance by customers
    • Automated accepted proposal converts to sales order
    • Customize your form proposal form fields to meet your unique specifications
  • Sales Orders
    • Create and send sales orders to customers
    • Optional Esign sales order acceptance by customers
    • Customize sales order terms and conditions and auto attach
    • Allow customers to pay deposits via credit card link on sales orders
    • Customize your sales order form fields to meet your unique specifications

Production

  • Vendors
    • Add and manage your company vendors
    • Add different types of vendors to manage internal controls
    • Set vendor bill limits and overrides to ensure company assets are secure
    • Customize your vendor form fields to meet your unique specifications
  • Products
    • Add and manage the products to produce, distribute, or sell
    • Add up to five product images to every product
    • Create product combos for product bundle sales and fulfillment
    • Customize your product form fields to meet your unique specifications
  • Services
    • Add and manage the services offer by the company
    • Customize your service form fields to meet your unique specifications
  • Warehouse
    • Support multiple warehouse operations
    • Set up warehouse bins to match the unique configuration of your warehouse
    • Customize your warehouse form fields to meet your unique specifications 
  • Productions
    • Create inventory productions for stock products and custom orders
    • Track raw materials, labor, and manufacturing overhead on productions
    • Capitalize labor and manufacturing overhead to inventoried products
    • Optionally reclass labor to Cost of Goods for custom orders
    • Build inventory products through manufacturing and assembly processes
    • Customize your production form fields to meet your unique specifications 
    • Set your production teams to control access and inputs on productions
    • Add a production calendar to ensure product due dates are hit every time
    • Establish default production stages to easily add to a production calendar
  • Purchase Orders
    • Create purchase orders for products or production part raw materials
    • Customize your purchase order form fields to meet your unique specifications
  • Fulfillment
    • A single dashboard for all orders requirement fulfillment
    • Create pick lLists for various products to expedite timely fulfillment
    • Confirmation requiring a second count to ensure accurate fulfillment
  • Shipping
    • A single dashboard for all orders in each stage of shipping
    • Add tracking numbers to shipments
    • Compare shipping rates from major carriers - COMING SOON
    • Automatically purchase and print shipping labels - COMING SOON
  • Receiving
    • Receive all products and production part raw materials into inventory

Accounting

  • Accounts
    • View, add and manage all of your ledger accounts in an easy to use and intuitive accounting system
    • Create general journal entries to record debit and credit transactions
    • Use Cost Centers to code charges based on any attribute unique to your company
    • Reconcile your accounts to ensure each is accurate and up to date
  • Accounts Receivable
    • Create and send customer invoices and credit memos with ease
    • Automatically calculate sales tax
    • Automate common AR tasks such as past due invoices and payment reminders
  • Accounts Payable
    • Create vendor bills and bill credits
    • Code bills to expenses, inventory, purchase orders, fixed assets, or productions
    • Optional AP approval based on Cost Center managers
    • Set AP bill dollar limits with manager override passwords
    • Automate common AP notifications and payment date reminders
  • Automated Transactions
    • Automate repetitive transactions to ensure accuracy and consistency
  • Banking
    • View your bank accounts in a single consolidated dashboard
    • Write Checks for expenses, inventory, purchase orders, fixed assets, or productions
    • Connect your bank accounts and automatically import transactions
    • Reconcile your bank accounts to ensure each is accurate and up to date
  • Treasury
    • Receive payments from your customers for invoices and sales orders
    • Pay approved bills to your vendors
    • Make an instant sale fast and easy
    • Deposit your payments to your selected bank account
    • Create a merchant account to accept customer credit card payments
    • Connect your company credit card and automatically import transactions
    • Reconcile your credit card accounts to ensure each is accurate and up to date
  • Inventory
    • Inventory dashboard shows your available, inbound and outbound Inventory by warehouse and bin
    • Adjust the cost or quantity of your inventory to ensure it is up to date and accurate
    • Transfer inventory between warehouses or inside a warehouse between bins
    • Build inventory after your product manufacturing process is completed
  • Fixed Assets
    • Add your fixed assets to maintain your property, equipment, vehicles and other fixed assets
    • Manage your fixed asset types to stay in compliance with laws and regulations
    • Set it and forget your fixed asset to depreciate automatically every month
  • Taxes
    • Create tax schedules with reminders to ensure no payments or filings are ever missed
    • Store state specific sales tax forms for instant access and filing
    • Manage every jurisdiction that you have nexus
    • Track and pay sales tax to the appropriate jurisdiction on a timely basis
    • Sales Tax Filings - COMING SOON
    • Use Tax - COMING SOON
    • Income Tax - COMING SOON

HR

  • Add and manage your employees with an easy to use HR system
  • Enable default roles or create unique roles with permissions
  • Manage and assign employees to multiple business locations
  • Affordable and convenient payroll processing
  • Assign users to and process payroll to different pay groups
  • Set default and create custom pay lines for employee paychecks
  • Use INFAWORK’s pay grade scale to ensure consistency for pay rates
  • Set and track overtime based on current state overtime rules
  • Access a centralized time clock to clock in and out of shifts, meals, breaks, and productions for accurate time tracking
  • Employee Benefits - COMING SOON
  • Employee Scheduling - COMING SOON

Reporting

  • Access a full library of standard reports by module
  • Easily drag and drop data attributes to build customized reports

Documents

  • Store your saved documents in My Documents
  • Access documents from all other modules in a centralized location
  • Share, send, upload, and download documents with a single click

Admin

  • Add and manage employee or nonemployee users
  • Add, View, Edit, Own, Delete, Void, Complete and Print user permissions
  • Control and monitor your account settings
  • View and monitor your billing
  • Set module based preferences to customize your INFAWORK experience

Email

  • Integrate your Gmail, Microsoft, ProtonMail or Yahoo email to INFAWORK
  • Add other email IMAP accounts
  • Send forms, reports, reminders and other important documents from INFAWORK

Calendar

  • Integrate INFAWORK’s modules to a single calendar
  • Add Productions to your calendar for a consolidated view
  • Automatically Keep track of team member birthdays and anniversaries

To Do

  • Self generated tasks to easily setup your daily to do list
  • Assigned tasks to allow for easy management of duties
  • System generated tasks so INFAWORK can help you succeed

Collaborate - Coming Soon

  • Stay connected with your team members through our messaging platform
  • Start channels and subchannels to keep topics organized and easily accessible
  • Share files and other important information all in one place

Help

  • A complete knowledge based of INFAWORK and its functionalities
  • Video tutorials on each function to help users learn INFAWORK - COMING SOON

Search

  • Easily search names, numbers, dates, and most other information to find what you are looking for quickly and accurately

Many traditional business software options either come with hefty upfront costs or lure you in with low initial prices, only to frustrate you with escalating subscription fees. Such practices foster mistrust, and we’re determined to change that narrative.

At INFAWORK, we keep things transparent and straightforward with a consistent monthly fee per user. Our commitment is to offer affordability without compromising quality. We understand firsthand the challenges of running a business and grappling with unpredictable software expenses. Our goal isn’t just to provide a solution; it’s to earn your trust by delivering exceptional functionality at a fair price. 

  • Price is per user, per month
  • Up to 2GB of storage
  • Additional storage @ $0.99 / GB.
  • Payroll: $40 per month + $6 per paycheck
  • Merchant Processing/CC fees 3.5%
  • Automated Bill Payments COMING SOON

Many traditional business software options either come with hefty upfront costs or lure you in with low initial prices, only to surprise you with escalating subscription fees. Such practices foster mistrust, and we’re determined to change that narrative.

At INFAWORK, we keep things transparent and straightforward with a consistent monthly fee per user. Our commitment is to offer affordability without compromising quality. We understand firsthand the challenges of running a business and grappling with unpredictable software expenses. Our goal isn’t just to provide a solution; it’s to earn your trust by delivering value at a fair price.

  • Price is per user, per month
  • Up to 2GB of storage
  • Additional storage @ $0.99 / GB.

Many traditional business software options either come with hefty upfront costs or lure you in with low initial prices, only to frustrate you with escalating subscription fees. Such practices foster mistrust, and we’re determined to change that narrative.

At INFAWORK, we keep things transparent and straightforward with a consistent monthly fee per user. Our commitment is to offer affordability without compromising quality. We understand firsthand the challenges of running a business and grappling with unpredictable software expenses. Our goal isn’t just to provide a solution; it’s to earn your trust by delivering exceptional functionality at a fair price. 

  • Price is per user, per month
  • Up to 2GB of storage
  • Additional storage @ $0.99 / GB.
  • Payroll: $40 per month + $6 per paycheck
  • Merchant Processing/CC fees 3.5%
  • Automated Bill Payments COMING SOON