CRM and Small Business Software Overview
Including tools such as electronic time sheets, projects, billing, sales pipeline, help desk and document management, WORKetc makes your
organization work better.
We believe you'll love using WORKetc. Why? Because from first impressions it is simple, intuitive and easy to use. Your employees, contractors and partners can all just start using it from the word go.
But WORKetc is smart in that behind the glossy interface, lays a complex library of business rules and systems. The trick to getting the most out of WORKetc is to look closely at the detail on pages. The detail
unlocks the complexity of its features, allowing you to do more than you thought possible. Just want a simple intranet solution? Easy, just ignore the detail.
Below is a one-page tour that reveals the simplicity of WORKetc and the detail that allows you to expand
on its functionality. Remember, WORKetc is more than a small business customer relationship management solution.
Billing and InvoicingBecause WORKetc is an integrated solution, all your billable items such as recorded time sheet hours,
project milestones and catalog products can all be collated and invoiced from the one screen. Advanced
tools such as on-the-fly discounts and complex tax rules are incorporated:
More on billing software.
Advanced Search.All of your data in WORKetc is easily accessible through the built in search engine. Documents are fully
searchable as are sales notes, customer support, calendar entries, projects and tasks.
Read more about Advanced Search.
More than just a Calendar
The WORKetc Calendar is more than just your typical calendar. Having run our own small businesses over the
years, we understand how important it was to get a bird's eye view of how your business is operating. The
WORKetc calendar lets you view your business from angles such as project milestones and cashflow, as well as
standard shared and private calendars.
More on shared calendars.
Contacts for a complex world.Your business network is the lifeblood of your business. WORKetc lets you better organize your contacts and
those of your employees. Smart tagging system lets you sort and mark contacts any way you like. Tag your priority
1 customers or tag your bad debtors to keep customer-facing staff in the know or to better target marketing.
Import contacts from popular email programs such as Outlook and Gmail. Instantly look up addresses and directions with
Google Maps.
Read more on Address Book.
Integrated Customer SupportCapture customer support inquiries from your web site and assign to customer support agents.
Built-in canned responses and publish through to a knowledge base or FAQ.
Read more on help desk and customer support.
Document StorageManage documents across your business.
More on Document Management.
Project ManagementBetter manage projects with employees, contractors and clients through the single internet interface. Projects can
have multiple items attached to them such as tasks, children projects, comments, documents, time sheets and
milestone payments. Receive project updates via RSS. Create and share Gaant charts.
More on Project Management.
Time sheets.Know exactly where your employees or contractor hours went and ensure all billable hours are accurately
captured. Pass this information automatically across to project management and the built-in billing software.
More on time sheets.
Getting Started Learning new software for the first time is hard work, its even harder when you're trying to introduce that software
and new processes across your business. But, spend the time and effort now, and you will be rewarded with
efficiencies and savings in no time.
To make the transition to WORKetc faster, we have implemented a fast track "Getting Started" menu as well as
inline help on every page.
Get Started with WORKetc by signing up for your account. Every new account comes with a 14 day money-back guarantee.
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