- Improve customer relationships.
- Track every aspect of your client relationships through one system; from taking them on as a lead, to completing projects for them, to getting compensated.
- Collaborate business wide.
- Collaborate with all team members and customers on a variety of tasks, such as projects, todos, discussions, files, calendars, leads, knowledge bases, and more.
- Invoicing software.
- Send out unlimited invoices, quotes, and estimates. Create recurring invoices for returning clients. Push timesheets & other billing data through to invoicing.
- Google Business Apps.
- Collaborate with clients and team members using Google Docs two-way WORKetc sync. Manage activities and create new ones from within Gmail using the WORKetc gadget.
Flow from one task to the next.
WORKetc's all in one approach takes workflow automation to the next level. Pull leads in automatically from your website or via email. Once a lead has been won, have it simply convert into a project with all relevant details auto-populating the new project. Create recurring reminders for important events. Automatically track time when working on projects. Create templates and custom forms for all items, and customize WORKetc to fit your business specifically.
Keep it all in one place.
Any item in WORKetc can be attached to one or multiple other items. Group all items you're working on at once together for quick reference and simpler organization. Attach toDos, timesheets, expenses, contacts, support cases, and Google Docs to a specific project, for example.
Sean's SEO company uses WORKetc & Business Google Apps.
Sean uses WORKetc's web forms to turn website inquiries into leads within WORKetc automatically. From there he tracks the sale until it's won, and then converts the lead into a project. Sean uses Google Docs to collaborate with his clients, and these Docs automatically sync back in his WORKetc project. Once he's finished, he invoices his clients and gets compensated - all through WORKetc.
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