CRM Projects Billing Documents Contacts & Calendars Help Desk Other Cool Stuff All Features

Features

A single customer relationship management, projects and billing software to power your entire business.

Pricing and signup

Web CRM Software + Projects + Billing

 

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Tired of using Outlook, Excel and even paper to manage your customers?

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.

Web CRM

Collect & Store Leads

Collect leads from word of mouth, your web site or telephone and collate them all into WORKetc’s lead pool.

Automatically push leads from your web site to the WORKetc CRM software when you use the built-in form tool.

CRM Software

Qualify and assign leads

Set a dollar value against a lead and probability of a sale to qualify and visualize your sales pipeline.

Assign leads to your sales people and receive alerts when you’ve been assigned a lead. Choose to share and collaborate on your leads with other people.

Work on your sales leads from wherever you have internet access.

CRM Application

Create sales actions, make notes and view progress.

Progress a sales leads by creating sales actions such as meetings, telephone calls and emails.

Enter notes against a lead and view the entire contact history. View lead progress by status or by stage.

Instantly know where every sales opportunity across your business is at. Relax.

CRM Web Based

One system means no more double entry.

Once a lead has been converted to a sale, it can be instantly turned into a quote, an invoice or a project.

No more double entry between different software systems.

 

 

CRM Features