WORKetc CRM + Projects + Billing

Complete small business management platform.

CRM

There is a better way. With WORKetc's web based CRM, you can now manage everything about your customers from the one location. Sales leads are all centrally stored, employees can collaborate on closing sales and best of all, as the business owner you can keep track of progress and run reports.

CRM

Your entire customer relationship lifecycle in one application.

  • Managing one relationship through more than one application means more double entry, constant jumping back and forth, and overall inefficiency. With our online CRM you manage every aspect of your customer relationships in one system; from establishing them as a lead to working on their support tickets.

Turn leads into sales more often

  • Collect leads from word-of-mouth, e-mail, telephone, or an automatically WORKetc-integrated form on your website, and compile them into the lead pool. Then assign values for estimates and probability, and visualize the process with pipelines. Create sales actions to close in on a sale or collaborate on the lead with another employee.

Capture absolutely everything to do with a customer.

  • Because you manage your entire relationship with any contact in one application, you’re able to record every aspect of communication. Whether interested in past e-mail conversations, support tickets, paid or unpaid invoices, or past transactions, all data is stored centrally for easy reference.

Project Management

Everything you do in your business is related. From signing up a new customer, to finishing a project, shipping a product and sending out an invoice. So why keep your project management separate from your CRM and billing? It doesn’t make sense and having separate systems creates more work for you resulting in unnecessary administration overheads. With WORKetc, we’ve combined powerful web based projects with CRM, billing and more into the single business management solution. Finally, one piece of software for your entire busines

Project Management

Automatically create projects

  • Save time and effort by automatically converting sales leads into projects, duplicating existing projects, or using project templates. No need to jump to another application to look up contact information or the necessary project information, it’s all stored centrally and ready for you to reference.

Collaborate on everything, with everyone.

  • Collaboration goes business wide with our web based project management software, and takes place on everything from sales leads and projects to invoices and support tickets. You can even invite clients and contractors to come in and collaborate with you, while setting the permissions on what they’re able to see and do.

Smarter than your average online project management software.

  • Handle the most complex of projects in our web based project management software, with the help of features like gantt charts, project dependencies, and nested sub projects. Track all your time through our project tracking software, and have timesheets automatically converted into invoices with a single click.

Billing & Timesheets

Are you sure that you are billing every dollar possible through to your customers? Missing a few billable dollars here and there can add up to thousands over the course of a year. That is money straight from your profit, straight out of your back pocket! By combing project management, timesheets, expenses and a product catalog with invoicing software, WORKetc helps ensure that every billable dollar is captured from across your business. When your whole business is running off WORKetc, there is less likelihood that a timesheet can go missing or a product shipped without being invoiced. With one system, everything is captured and everything is billed, making sure those extra dollars end up in your pocket!

Billing & Timesheets

Integrated billing tools keep everything tracked for you

  • Because of our online billing software’s integrated CRM, projects, time sheets, product catalogs, and expenses, you can always be sure your money is being properly tracked, and you can help bring aspects of your business together with our online billing software to save time. With WORKetc, every dollar finds its way through to an invoice.

Smarter time sheets.

  • WORKetc's time billing software allows employees or contractors to log hours through our intuitive timesheets, and then turn those timesheets into invoices with a single click. You can bill by activity, project milestone, or by product. Generate reports on employee productivity and match timesheet data against project management

Automate your billing.

  • For recurring bills, use a list of products and attach these to customers and invoices. Set up shipping, local taxes, offer discounts, and manage commissions. Create subscription products and have these automatically billed at the time intervals you set, and automate reminders to your payees. Even create custom invoicing templates

Team Collaboration

We understand that two brains are often better than one, and that’s why we’ve emphasized online collaboration tools throughout WORKetc. Collaboration takes place on much wider scale, meaning all aspects of business management; from leads and support tickets to invoices and projects.

Team Collaboration

Effortlessly bring everyone together

  • Designing projects to specific staff members within WORKetc's collaboration software is simple. It’s easy to communicate information to one another, and hold those accountable for making any important changes. View project histories to see what recent changes have been made as well as who’s making those changes.

Don’t stress on forgetting anything, we remember for you.

  • Setting up reminders and to-dos across your business is as simple as a few clicks, and these can take the form of e-mail or RSS, so you can always be up to date even when you’re on the go. Shared calendars and discussions help simplify communications across your business and keep everyone in the loop.

Even collaborate with your customers

  • Online collaboration is taken so seriously within WORKetc that you’re even able to bring in clients and contractors to use our collaboration software as well. Invite them to come use the software, and set permissions on what they’re aloud to do – whether it is helping out with a project, viewing support tickets, or checking out invoices. More insights.

WORKflows

Because our small business software combines a variety of aspects of business management, users are able to take advantage of the workflow software in WORKetc. Manage all business information in one place, manage all customers through their entire lifecycle in WORKetc alone, and simplify processes while automating some entirely.

WORKflows

Do everything in the one business app

  • As a small business you deal with securing clients, doing projects for them, and getting paid. Instead of doing this through separate applications; you can manage the entire lifecycle through our management software. All of their information is kept in one secure location, and going from step to step with your client becomes that much simpler.

Dependent projects ensure you’re staying on track.

  • Using our workflow software to manage your small business will make getting unorganized a separate task within itself. Use features such as project dependencies to make sure a process is always being followed, and keep everyone up to date on what needs to be done through reminders, to-dos, and shared calendars.

One place for absolutely everything.

  • Manage your entire business through WORKetc and rest assured all your business data is kept safe and secure with us. Our small business software is your one stop location for all documents, client information and histories, billing data, project history, timesheets, and inner-business communications. With this much information, reports become heavy with insight!

Know your relationships, get the insight you need.

  • With WORKetc's small business CRM, you get to store every communicative detail with clients, potential clients, contractors, or fellow staff. Our detailed contact histories list all communications ever made with a contact, centrally. Easily filter history results for activities such as timesheets, to-do, events, projects, sales opportunities, and much more.

Android, iPhone and Mobile CSS

Access your entire WORKetc account from your mobile handset. Native apps for Android and iPhone.

Android, iPhone and Mobile CSS

Gmail & Outlook Integration

Run your entire business without leaving Gmail. Create a new sales lead, update a project, assign a new support case and more, all from within Gmail or Outlook

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