- Win more sales.
- Track unlimited leads, manage a lead pool, and have WORKetc pull leads from your website automatically. Qualify leads, set sales status', view pipelines, & generate detailed reports.
- Collaborate with everyone.
- Manage unlimited projects, sub-projects, toDos, calendars, discussions, and more. Assign tasks to others or share ideas as a group. Invite clients to login and collaborate too.
- Capture every dollar.
- All unbilled charges can be summarized on a single screen. Turn timesheets, quotes, estimates, expenses, and other billable items into invoices in seconds.
- Google Apps CRM.
- Take advantage of complete WORKetc functions from within Gmail, via the WORKetc gmail gadget. Collaborate with others via two-way syncing Google Docs.
Software that actually improves relationships.
Clients will think you never stopped thinking about them when they communicate with you and you already know everything about them. This is thanks to WORKetc's detailed client histories, listing every item ever worked on related to a client as well as all correspondence at a single glance. Remember, with WORKetc you track the entire lifecycle in one system; from lead, to project collaborator, through to billing.
We've teamed up with Google Apps.
Use emails to create new WORKetc activities, attach emails to existing activities, and make changes to existing activities, all from Gmail - using the WORKetc Gmail gadget. Collaborate on documents via our two-way Google Docs sync. Share your contact base with WORKetc using our two-way Google contacts sync.
How a business could use WORKetc's CRM Google apps:
Kyle, a one-man design service uses WORKetc + Google Apps to organize his business. His website inquiries auto-filter into WORKetc as leads, where he tracks them until they're won. Then he converts leads into projects & uses Google Docs to communicate changes to his clients. From here he simply creates an invoice based on his timesheet data and sends it off to the client.
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