- Smart project management.
- Collaborate on an unlimited amount of projects with staff and customers via the client login portal. Create and associate relevant sub-projects, to-dos, timesheets, documents, events, and more.
- Small business CRM plus.
- Collaborate on leads, gather leads from your website, set sales actions & alerts, and never miss a sales opportunity.
- Billing features that save.
- Integrated timesheets track every minute you spend working on items in WORKetc. Turn timesheets into invoices with a few clicks. Manage a product catalog and attach products to invoices.
- Manage with ease.
- Get updates on item changes in WORKetc via email and RSS. Make your own updates to items via email or from your mobile. Control who can see and do what within your business with extensive privacy settings.
Ensure sales, increase returns.
Track all leads in one central pool, and assign them to others with a few clicks. Collaborate on leads as a group, qualify leads, view sales pipelines, and set sales actions & alerts. Gather leads from a variety of sources, including right from your website. Keep customers in the loop with custom email marketing campaigns.
Keep customers satisfied.
Manage every aspect of your relationships in one customer management software; from the lead stage, to finishing projects, to billing them and dealing with any support issues. Allow clients to login to WORKetc with their own information and view their relevant invoices, support inquiries, and even allow them to collaborate with you. Follow up on customers, and view detailed client histories.
More perks with all in one.
Integrate other aspects of your business with our CRM system to save time. When a lead has been established as a sale, have it convert into a project with all information automatically crossing over. Send quotes, estimates and invoices to leads and attach products. Set recurring and subscription billing for returning customers.
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