Manage Like You've Never Managed Before
Latest Blog Posts
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We've made some big leaps with the new project module. Conceptually, the biggest change is the ability to work...
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This is a bit of a deviation from my usual product updates, but bear with me … It is a...
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A huge part of the current release we're working on is a new and enhanced project management module. The...
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We quietly released a new beta last week - this is an update to Google Calendar sync using the newish...
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Based on the popularity of our Micro Mulit-national discussion late last month, we've secured a series of articles to be...
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Do more when you combine CRM, projects and more.
Having different software and different processes for CRM, billing, projects and other operational areas of your business has never made sense to us. So, we built a system that did. And in fact, we actually use WORKetc to manage WORKetc. We do our sales, support, meetings and account management all through WORKetc.
Importantly, when you do use the single system to manage your entire business, there is a whole lot of very cool stuff that you can suddenly do. Stuff that automates your business, helps your employees to work better and impresses your customers.
Granular Permissions.
As the business owner or team leader, you get to decide who sees what. You might not want your intern to see how much you are invoicing each month or a client to access the wrong documents. Our permission system means you can set access permissions for the whole range of WORKetc areas.
Give your Customers access.
Every WORKetc account includes an unlimited number of client contacts and every one of these contacts can log in to their own unique work space under your WORKetc account.
Use this space to share documents, collaborate on projects, offer invoices and account histories or manage customer support.
Take your data with you.
At any time you can download all your WORKetc data into a portable SQL based format. If you want to leave us, or just want extra piece of mind, simply hit the “download my data” button and WORKetc will package everything up for you.
Thousands of customized settings.
Detailed settings means you can easily customize WORKetc to best match how your business works. Changing localization settings such as currency, taxes and language is just a few clicks and takes seconds. You can design your own custom invoices, decide what to call your customers (or clients, or students, or patients!), upload your logo, modify categories for your sales leads and tags for your contacts. The possibilities are endless.
Hundreds of Reporting options.
When all the data for your business sits in the one location, the number of reports you can create is endless. And best of all, as your data is always up-to-date, the reports are all real-time. Want to know work-in-progress? Or billable hours by employee for the month? With WORKetc, this critical business intelligence is only ever a few clicks away.
