- CRM Tools for your entire business.
- Manage the entire client lifecycle in one app, from lead through to projects and collaboration, through to billing. Track every correspondence detail and activity history from a client's profile.
- Online Project Management Software.
- Create unlimited projects/sub projects, prioritize each, set dependencies, and collaborate with others. Track time, set project milestones, and ensure deadlines are met.
- It's a Google apps business.
- Integrate your WORKetc account with Google apps for two-way contact sync & Google Docs integration. Use the WORKetc Gmail Gadget to get in depth WORKetc functionality from inside Gmail.
- Track every dollar.
- Attach invoices & expenses to other items, such as sales leads and projects. View all unbilled charges across a single screen. Set recurring invoicing for returning clients.
How a typical business makes use of WORKetc and Google Apps for Business:
Steve owns a small design firm and uses WORKetc & Google Apps Business to simplify client collaboration. Steve uses WORKetc to track the sales process, and once he's created a new project in WORKetc, he uses Google Docs to communicate project details with his client, as well as scope-change requests. The Google Doc updates automatically sync with WORKetc where they are attached to the project related to that client.
A long lasting friendship between WORKetc and Google Apps for Business.
Use the WORKetc Gmail Gadget to turn sales inquiry emails into leads within WORKetc, and assign them to team members. Qualify leads, set status', and convert leads into projects when they're won. Then collaborate on projects with team members through WORKetc and Google Docs, and bill your clients when you're finished.
Get everyone in on a project.
Collaboration takes place everywhere in WORKetc, from document sharing and projects to calendars and leads. Invite an unlimited amount of clients to collaborate through the WORKetc system, or use Google Docs to share information which then automatically updates within WORKetc. There's always a way to get multiple people in on a task!
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