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FAQ

Common Questions About Worklane

We believe in transparency and clear communication. Below are answers to the most common questions from Indian freelancers, agencies, and solo businesses.

If you have a question that isn’t covered here, email us at contact.worklane@gmail.com.

Worklane is client management software built for Indian freelancers, creative agencies, and solo businesses. It automates proposals, follow-ups, invoices, and payment tracking in one platform—so you don’t have to juggle Google Docs, spreadsheets, WhatsApp, and payment apps.

About 5 minutes. Connect your email, connect Razorpay/UPI, create your first proposal template, and you’re live.

Yes. Teams can collaborate while owners maintain visibility into pipeline, revenue, outstanding payments, and who did what—through activity logs and dashboards.

Step 1: Add a lead and select a proposal template.

Step 2: Worklane schedules proposal sends during IST business hours (typically 10 AM–12 PM).

Step 3: If there’s no reply, follow-ups trigger automatically.

Step 4: When you mark a deal “Won”, invoice automation triggers immediately.

Step 5: Payment reminders go out on Day 3, 7, and 14 until paid; payments are matched back to invoices.

Proposals, follow-ups, invoices, payment reminders, payment matching, and a full timeline/audit history. You can also pause, edit templates, adjust cadence, and stop-on-reply.

Yes. You can customize templates, timings, follow-up cadence, pause sequences, resend manually, and use stop-on-reply to prevent over-follow-up.

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