- Customer and lead management.
- Organizing contacts is easy with the help of #tags. Closing in on leads is even easier, with the help of collaboration, pipelines, and sales actions & alerts.
- Manage projects online.
- View all projects and their sub-projects, to-dos, and other tasks in gantt view, and collaborate on them with employees or clients. Track all time spent on projects with integrated timesheets.
- Finances software.
- Get expected cashflow estimates. Generate overdue payment reminders. Set recurring & subscription billing. Add products to invoices. Track every dollar.
- Ideal small business software.
- Control who sees and does what in WORKetc with specific privacy settings. Store all data in one central, searchable database. Group items together for quick reference.
No more managing your business in chunks.
When managing a small business, many businesses see the power of management software and decide to buy a list of various applications that don't integrate and cost them a ton. They end up dealing with numerous integration hassles, and the efficiency of the company hasn't even improved. WORKetc combines all aspects of business management into one application, to take the shortcut when it comes to business management. Manage everything from one intuitive application and consider your days of over-stressing over.
Efficient workflows.
When managing your entire business using WORKetc, you can flow from task to task in an efficient manner. Establish a lead as a sale, then convert that lead into a project with all information auto populating. Integrate time billing software with projects and automatically track every minute spent on tasks. Set up subscription billing for returning clients. Automate lead gathering and support with web forms.
Your customers are going to love you.
When you manage the entire lifecycle of a client within one business CRM software, even your clients are going to see the difference. Detailed contact histories list all communication you've made with a client, and everything you've worked on related to a client, so that when they follow up with you, after one glance you will know everything you need to. Keep clients in the loop with custom email newsletter campaigns as well.
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