WorkTurn – Advanced CRM, HR, & Project Management System

Optimize your business operations, empower your teams, and boost productivity

WorkTurn is a modern, cloud‑ready business management platform built for small‑to‑medium enterprises that need enterprise power without enterprise complexity. Combine CRM, HR, billing and project delivery into a single source of truth — automate workflows, reduce admin overhead, and deliver projects on time and on budget.

Why WorkTurn? (Top benefits)

One platform for everything: Replace a tangle of spreadsheets, point tools and messy email threads with a single, consistent interface for HR, CRM, Projects and Finance.
Move faster, deliver reliably: Kanban boards, Gantt timelines, time logs and automated reminders keep teams productive and clients informed.
Reduce overhead: Automate approvals, payroll, billing and onboarding so your HR and finance teams can focus on high‑value work.
Enterprise features, SMB simplicity: Advanced RBAC, audit trails, e‑signatures, REST API and webhook support — packaged with an intuitive UX and fast setup.
Secure & extensible: Built with security best practices, encryption, role‑based access and modular architecture so you can scale with confidence.

Core capabilities

Human Resources (HR)

Employee database & profiles (documents, contracts, emergency contacts)
Attendance, shift scheduling, biometric and geofenced check‑in support
Leave management with accrual rules, multi‑policy leave types
Payroll engine (payslips, deductions, reimbursements, payslip exports)
Onboarding & offboarding workflows, digital checklists
Performance management: goals, OKRs, 360 feedback, appraisals and competency matrices
Training & certifications tracking, learning module integration
Employee self‑service portal and mobile access

Customer Relationship Management (CRM)

Leads, contacts and company records with custom fields and tags
Sales pipelines with drag‑and‑drop stages, automated task creation and scoring
Quotes / proposals, e‑signature support and convert‑to‑invoice flow
Products & pricing catalogs, discounts, bundles and subscription billing
Customer portal: invoices, contracts, support tickets, payment history
Multi‑currency, tax rules, and 20+ payment gateways + offline/manual payment support

Project Management & Delivery

Projects, milestones, tasks, sub‑tasks and time logs
Kanban taskboard and multi‑project Gantt charts
Resource allocation, capacity planning and workload views
Time tracking, expense capture, project budgets and profit monitoring
Roadmaps, versioning and release planning
File & document manager, version control for project artifacts

Support & Operations

Ticketing system (SLA, priority, canned replies, ticket routing & escalation)
Internal messaging and announcements (noticeboard, events)
Knowledge base & shared docs for customer and staff support
Procurement and purchase order workflows

Finance & Billing

Invoices, recurring billing, credit notes and refunds
Multi‑payment gateway support (PayPal, Stripe, PayFast, Flutterwave, Mollie, Razorpay and more)
Expense management, vendor bills and purchase approvals
Accounting exports and integrations (QuickBooks / Xero via API)

Features that set WorkTurn apart

Platform & Admin

Multi‑tenant and multi‑company management
Super Admin, Admin and granular custom roles & permissions
White‑label / brandable client portals and email templates
Full audit trails, activity logs and change history
Theme settings, custom branding, multi‑language support and timezone aware scheduling

Automation & Workflows

Visual workflow builder (trigger → action automation)
Scheduled and event‑based notifications (email, push, SMS, Slack)
Webhooks, REST API and ready‑made connectors for Zapier
Recurring rules for invoices, subscriptions and maintenance tasks

Communication & Integrations

Internal chat + threaded messages and @mentions
Integrations: Slack, Microsoft Teams, Zoom, Pusher, OneSignal, Google Calendar, Outlook
SMS gateway and email service integrations (native + via API)

Project & Task Intelligence

Smart suggestions for resource leveling and due date warnings
Time‑based billing, hourly or fixed price tasks and auto‑generate invoices from timesheets
Milestone‑based permissions and client visibility toggles

Security & Compliance

TLS encryption in transit, encryption at rest, and secure backups
Two‑factor authentication (2FA) and SSO (SAML / OAuth / Google / Microsoft)
Role‑based access control (RBAC) and IP‑based access restrictions
Data export, retention policies and secure data deletion
GDPR-ready privacy settings and consent logging

Data & Reporting

Configurable dashboards and KPI tiles for HR, Sales, Projects and Finance
Advanced reporting & export (CSV, XLSX, PDF) and scheduled report delivery
BI-ready REST API endpoints and webhooks for real‑time sync

Modules (40+ and growing)

WorkTurn ships with a modular core and many optional modules so you only enable what you need. Key modules include:

Core & High-Priority Modules

Payroll & Compensation Management – Streamline salaries, deductions, reimbursements, and payslips.
Recruitment & Onboarding (ATS) – Manage hiring, applicant tracking, and employee onboarding workflows.
Time, Attendance & Shift Management – Advanced attendance, shift rules, overtime, and biometric integrations.
Project Roadmap & Task Planning – Visualize project timelines, milestones, and progress.
Advanced Reporting & Business Intelligence – Analytics, KPIs, and exportable insights for informed decisions.
Customer Portal / White‑Label Portal – Enable clients to view invoices, projects, and tickets under your brand.
Asset & Inventory Management – Track company assets, equipment, and inventory efficiently.
Purchase & Procurement Management – Handle supplier orders, purchase requests, and approvals.
Invoice & E‑Billing Module – Generate invoices, credit notes, and comply with electronic billing requirements.
Vendor & Supplier Management – Manage supplier information, contracts, and procurement workflows.

Communication & Collaboration Modules

Internal Messaging & SMS Integration – Instant messages, announcements, and automated SMS notifications.
Zoom & Video Conferencing Module – Schedule and run online meetings directly from the platform.
Knowledge Base & Documentation Module – Centralized help center and internal documentation.
Letter / Document Management – Manage official letters, templates, and internal documents.

Platform & Developer Modules

REST API & Webhooks – Integrate WorkTurn with third-party apps and automate workflows.
Server Management / DevOps Tools – Maintain, monitor, and configure server and deployment settings.
API Rate Limiting & Developer Tools – Control API access and provide developer utilities for custom solutions.
Custom Forms & Dynamic Fields – Create flexible forms and custom data fields for your business.
Language Pack (i18n) – Multi-language support for global teams.

Security & Compliance Modules

Cybersecurity & Data Protection Module – Encryption, role-based access, and compliance features.
Contract Lifecycle Management – Manage contracts, approvals, renewals, and e-signatures.

Marketing & Engagement Modules

Affiliate & Referral Module – Track referrals, partners, and affiliate programs.
Biolinks & QR Code Module – Generate QR codes and biolinks for campaigns.
Performance & Appraisal Module – Employee evaluation, goals, and 360-degree feedback.

Finance & Accounting Modules

Expense & Petty Cash Management – Track expenses, reimbursements, and cash flows.
Accounting Bridge (QuickBooks/Xero) – Seamless accounting integration for finance teams.

Customization & Extensibility Modules

Universal / Custom Modules – Build and enable modules tailored to your unique business needs.
And more – Regular updates and new modules based on customer feedback.

Request a Demo

Kindly fill out the form with your details, and one of our expert representatives from GiveTurn will contact you shortly to schedule a personalized demo or consultation. We’ll provide tailored guidance and insights to help you better understand our products and digital solutions.