- Designed For
- IT & Web Professionals
- Sales Professionals
- Marketing, Advertising, PR
- Consultants & Advisors
- Small Legal Firms
- Business Services & Assistants
Service Business Software | Virtual assistants, secretarial services
Do you provide administrative support services to your clients? Do you contract remote employees to deliver services in a virtual environment? Do you need to track people, projects, tasks and billed hours? Do you have an efficient and organized method of invoicing your clients? Our customer relationship software provides all of the necessary tools to manage your clients, invoices, and tasks in one place.
CASE STUDY: Service Business Software drives Solany forward.
- CRM
- Manage all your client contact information from anywhere in the world via our comprehensive online CRM platform.
- Easily import contacts from Outlook, MacOS Mail and more.
- Use custom tags on your contacts. Label late payers, good referrers etc.
- Monitor your customer’s queries and concerns via our helpdesk software.
- Monitor staff performances and client contacts.
- Project Management
- Manage all your case information from anywhere in the world.
- Conduct live conferences via online chat.
- Create searchable folder hierarchies to upload all important files and documents.
- Share files and documents with clients and employees or mark files private.
- Collaborate with employee, contractor and customers by assigning tasks with set deadlines and reminders through email notifications.
- Billing
- Manage your billing options by clocking your time, use milestone billing or subscription billing.
- Manage all your billing activities such as unbilled or overdue invoices, view cash flow status and make payments or partial easy for your customers by integrating PayPal, Google Checkout, Authorize.net and other payment gateways into your website.
- Workflows
- Share files and documents with clients and employees or marked files private.
- Manage projects and task in one convenient location.
"Succeeds where others fail."
"Most apps have their strengths and weaknesses. I have tried Zoho which didn't meet my needs and was buggy. Was using Solve360 until recently.....Which is a really good apps integrated CRM/Project management tool. My problem with solve360 is that it didn't offer all what I needed. Initially I made the decision to move to WORKetc even though they didn't have google integration at the time. They promised that it would be coming soon....and they delivered. I must commend WORKetc for their superb customer service."
David Hogan, WORKetc customer
"Most apps have their strengths and weaknesses. I have tried Zoho which didn't meet my needs and was buggy. Was using Solve360 until recently.....Which is a really good apps integrated CRM/Project management tool. My problem with solve360 is that it didn't offer all what I needed. Initially I made the decision to move to WORKetc even though they didn't have google integration at the time. They promised that it would be coming soon....and they delivered. I must commend WORKetc for their superb customer service."
David Hogan, WORKetc customer
"Great work. If you keep this momentum your competitors don't stand a chance!"
John, WORKetc customer
John, WORKetc customer