WORKetc

Overview

With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. Keep information flowing freely between managers, employees, contractors, and customers. Structure, integrate, and automate the myriad tasks that go into each day.

WORKetc gives you complete control over the data you enter and the data you want to see. Custom fields, projects, and processes keep the system customizable and adaptable to handle your evolving needs. WORKetc is simple, scalable, and can easily be tailored to the varying requirements of your different operations – from managing customers, planning projects, and tracking sales to invoicing, recording timesheets, and sharing documents.

The system goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORK[etc] is there every step of the way - from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale. Eliminate costly integrations and multiple logins. Train and support your staff on one system, instead of many.

Record timesheets, upload documents, create support cases, add expenses, create emails, and start discussions from right inside of your WORKetc project and let everyone involved view the information most relevant to them, when and how they want.

Never lose track of even a single billable item across your entire business with the timesheet and billing software built directly into WORKetc. Every timesheet, milestone, expense, and invoice is automatically captured and accounted for.

By integrating support cases directly inside of all areas of WORKetc, you can ensure that the customer is always looked after and your support people are always in sync with sales, marketing, and every single member of your team.

Collaborate with your entire team without resorting to long email chains. Start an online, threaded discussion from inside just about any item in WORKetc. Use Requests to ensure the person you need answers from is immediately notified of your post and upvote comments and suggestions that you like.

WORKetc features full integration with Google Contacts, Google Calendar, and Google Drive. Gmail and Microsoft Outlook add-ins let you turn any email into a lead, contact, or project update without leaving your email inbox. WORKetc also features full integration with Xero Accounting, QuickBooks Online, Evernote, and Box.

When you’re on the go, WORKetc’s native apps for iOS and Android let you manage your business wherever you are.

Key Features

  • Customer Management
  • Business Management Software
  • Lead Management
  • Sales Pipeline
  • Project Management
  • Gantt Chart
  • Time Tracking
  • Billing, Quotes, and Invoices
  • Customer Support / Help Desk Software
  • Native Mobile Apps for iOS and Android
  • Integration with Google for Work, Xero, QuickBooks Online, Evernote, and Box
  • Add-ins for Gmail and Microsoft Outlook

Specifications

Pricing

Starting from:
$78.00/month for 2 users
Pricing model:
Free Trial:
Available (No Credit Card Required)

Screenshots

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