Manage all files related to your business in one place.

Core features

: Attach documents to leads, contacts, projects, invoices, expenses, events, todos, support cases, and other activities.
: Customize your folder structure and use templates. Manage version control, quick search documents, and search for files included in email attachments specifically.
: Users can collaborate on internal or public blogs and wiki knowledge bases, and keep all business information central.
: Sync Google Docs and Evernote notes with WORKetc projects, leads, contacts, invoices, support issues, and other items via the web, email, or our mobile app.

Why this is good for your business

While many small businesses toil over 3+ separate, non-integrated apps to manage CRM, project management, and billing, WORKetc integrates all of these features into one web app capable of managing your entire business.

: Through the client portal customers can view documents, check account balances, collaborate on projects, and other things, based on permissions you set.
: Use Gmail and Google Docs to sync documents to WORKetc projects, clip emails to activities, and make changes to items without even logging into WORKetc.
: Simplify your document management by keeping all documents in one place. Access documents faster by grouping them with relevant activities being worked on.
: Manage your client’s full lifecycle, from lead, to project collaborator, to being billed, in one place. Client histories will list all documents, activities, and correspondence related to your client.

How it works

: Upload one or multiple documents simultaneously, or attach documents from Google Docs, Evernote, or from your mobile phone. WORKetc can detect duplicates.
: Set permissions for who gets access to which documents.
: Attach documents to relevant projects, todos, invoices, expenses, timesheets, clients, support cases, and other items, and assign documents with tasks to team members.
: Customize nested folder directories; create templates, access your most recent documents via quick-view.
: View all documents, knowledge articles, and blog posts on a single screen.
: Manage version control of documents, search all documents, and filter searches for specific queries (i.e. people involved, date, email attachments).
: Documents that are updated outside of WORKetc (i.e. through Google Docs) will auto-update within WORKetc and the activity they’re associated with.