Features

Web CRM, Project Management and Billing Software

All Features

 

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  • Shared Address Book.

    - Import your Outlook or Gmail contacts.
    - Create meaningful descriptive tags on the fly.
    - More than a simple contacts list.

  • Timesheet Software.

    - Know exactly where your employees work hours were spent.
    - Capture every billable event.
    - Download desktop widget and record time data from any Mac or Windows PC

  • Shared Calendars.

    - Schedule meetings across your business.
    - Visually track project progress and cashflow.
    - More detail than simple calendar.

  • Project Management Software.

    - Invite co-workers, contractors and customers to collaborate on projects.
    - Manage projects with linked calendars, documents, invoices and milestones.

  • Document Storage.

    - Securely store and distribute documents such as marketing materials and contracts.
    - Share with remote workers, customers and contractors.

  • Invoicing & Payables.

    - Create detailed invoices directly from timesheets, project milestones and product catalogs.
    - Integrate with payment options from PayPal and Google Checkout.

  • Help Desk & Customer Support.

    - Solve customer issues efficiently.
    - Create canned responses and publish solutions directly to an online FAQ or Knowledgebase.

  • Lead Management.

    - Capture sales leads directly from a web form.
    - Manage prospects from quote through to sale.
    - View sales pipeline values, goals and next sales actions.

  • Business-wide Reports.

    - Uncover opportunities and bottlenecks in your business.
    - Real-time reporting.
    - Set common reports as dashboard widgets.

  • Management Dashboards.

    - Track key performance indicators across your business.
    - Receive alerts and customize views.

  • Business-wide Search.

    - Document, multi-context search across your entire WORKetc intranet, including documents, customer notes, projects, calendar items and sales actions.

  • Customer Relationship Management.

    - More than just a CRM solution for small business.
    - Directly integrate project management, reviews, help desk and billing.

  • Email Marketing

    - Use contact tags to organise your email lists
    - Create email lists directly from built in web forms
    - Send personalised (mass) email newsletters from directly within WORKetc

  • Email Drop Box

    - Send documents, calendar events, update projects and create sales leads by simply emailing your WORKetc account