- Integrated CRM software.
- Gather an unlimited amount of leads from sources like your website, automate the lead generation process, and close in on leads with the help of pipelines, sales actions, and alerts.
- Efficient project management software.
- Attach projects to other items in WORKetc like contacts, to-dos, expenses, and timesheets. Work on projects with gantt charts, or a variety of other styles.
- Track your time and money.
- Log time spent on any activity automatically with integrated timesheets. Record expenses associated with your project. Invoice clients and get paid through multiple different gateway options.
- Business wide collaboration.
- Assign tasks to your team and collaborate on items together, and ensure deadlines are met. Easily see who made what changes and when.
Project management can be much more efficient.
Businesses often attempt to manage operations through more than three separate applications. But with proper integration lacking, this is not only inefficient for your business, but also very costly. WORKetc integrates all needed business management tools into one intuitive CRM workflow, bringing added benefits to project management as well as CRM and billing.
Added benefits from the all-in-one approach.
Each module within WORKetc is integrated with one another at the core, and they communicate very nicely, even with our google CRM apps. Workflows benefit greatly from this, as jumping between tasks is both quick and easy. Management dashboards display all relevant daily items on the go: project updates, to-dos, reminders, events, correspondence, RSS feeds, and more.
One step ahead of your average collaboration tool.
WORKetc's collaboration tools are spread throughout the system, making it easy to collaborate on everything from projects and support tickets to discussions and leads. You can even bring clients in on a project: the customer login portal allows you to invite clients to use the system and set permissions on what they can do, whether that be checking on project updates or collaborating with you.