- Customer Management software.
- Manage unlimited leads, automatically filter them from your website, & auto-assign them to others. Qualify leads, set sales status, view pipelines, create alerts, and convert leads into projects.
- Get everyone in on a task.
- Collaborate on projects, toDos, calendars, files, leads, knowledge bases, google docs, and everything else your business manages. Even invite clients to collaborate with you.
- Manage finances.
- Manage unlimited invoices, quotes, estimates, and expenses. Make invoices out of timesheet data. View all unbilled charges across a single screen.
- Google CRM plus.
- Manage leads and projects directly from Gmail - turn emails into leads, update existing items, and attach emails to items. Collaborate on Google Docs with a two-way WORKetc sync.
Win more sales, keep clients longer.
Bring in leads from your website or email, and track them until you've won the sale. Then work on projects for a client and collaborate with them. Finish the projects, bill them, and get compensated. Detailed client histories list everything you've worked on related to a client, as well as all correspondence. Everything you could ever need to know about your client, at a single glance.
A Google CRM for your entire business.
Use the WORKetc Gmail gadget for in depth functionality directly from Gmail. Collaborate with team members and clients via Google Docs that sync automatically with WORKetc. Sync contacts in WORKetc with Google contacts, and more.
How a typical business could use WORKetc + Google business apps:
Dennis owns a law firm based in San Diego. When he has interested clients, he tracks correspondence with them via WORKetc. Once they're won, he converts the lead into a project and starts working on the case. All expenses, toDos, files, calendar dates, invoices, & other items are grouped with his main project. Once he's finished the case, he invoices his clients through WORKetc.
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