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Sales management software plus a lot more.

A sales opportunity may be generated by an employee, a customer, a partner or even from your website.  This lead is tagged by WORKetc and is tracked through our sales management software.  Sales staff can then assign a dollar value, likelihood of success, progress status, actions, notes and follow-ups.  By integrating directly with the online calendar and task lists, WORKetc helps ensure every lead is pursued until closed.

sales management software

Collect & store leads, no matter the source.

Getting leads into the system isn’t hard with our lead management software. Bring in new leads from word of mouth, telephone, and e-mail. Or use custom web forms on your website that are already integrated with WORKetc so you can store leads directly with no work at all. 


Qualify and assign leads. Track your progress.

Set financial values of leads, and assign the probability of a sale, while visualizing the process through your sales pipeline. Get alerts when you’re assigned a lead, assign your lead to someone else, or collaborate on leads together. Our lead management software also allows you to track progress in other ways, such as entering notes and checking out previous notes within our detailed contact histories, or checking your progress by status or stage.

Close in on sales by setting sales actions.

Our sales tracking software provides a bullet proof system for maximizing sales. Work on leads anywhere with internet access, and create sales actions (phone call, meeting, mail brochure, e-mail, etc) as well as proposals all from within the sales pipeline section. Because our sales tracking software works in a real time environment, you’re able to accurately gauge sales outcomes.


Sales automation like no other.

Lead management gets simplified and centralized in our sales management software – just like many other aspects of WORKetc. As a user, instantly know the whereabouts of every sales lead across your business, as all information coming into your business comes through WORKetc. View all leads on your customizable dashboard, and integrate sales management with your calendar, projects, address book, and billing.

Beyond basic lead management.

Our sales management software goes beyond the basic CRM system phase and makes the transition from lead to customer much smoother. Automatically convert leads into projects, quotes, or invoices. No double entry, no need to switch between applications. Reference any lead information within our detailed contact histories, and even run reports on sales and leads.