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Service Business Software | Management Consultants, Trainers, Project Managers, Financial Services

 

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Do you offer a variety of business consulting services to diverse clients? Do you help with consulting needs like business plans, financial planning, growth strategies, product designs, technology selections, IT infrastructure, sales, customer support or product training? Are you looking for a way manage all your client activities and projects? Do you need an efficient way to track your financials? Do you struggle to keep track of all your documents and discussions with clients?

WORKetc is the perfect platform to do all of this and more.

Testimonials

In the 11 years of working at a Big 4 accounting firm, we struggled to have a single system that does what your site does. We had to jump between 5 or 6 disparate systems just to gather the info that I see instantly on the WORKetc dashboard. Now as an entrepreneur, WORKetc.com, makes it possible for me to be more agile than the big firms.
David Sems, sems+associates

Case Study

We were using up to 5 different software tools to manage our business and aside from the administration overhead, costs were getting out of control.  We are now on top of billing and handling operations, updating projects and accessing financial status has never been easier.
John Cushman, Solany, Colorado USA Read Case Study
  • Manage all your client contact information from anywhere in the world via our comprehensive online CRM platform. It’s easy to import contacts from Outlook, Gmail, Hotmail, MacOS Mail or more
  • Use custom tags on your contacts. Tag as late payers, good referrers etc
  • Manage your complete customer lifecycle from lead to sales win
  • Quickly provide proposal estimates and quotes from leads and instantly convert quotes into invoices
  • Easily create projects using drag and drop tasks in Gantt charts or calendar views
  • Create events and email invites to manage meetings with your customers
  • Detail your projects by breaking them into prioritized sub projects, tasks and sub tasks. Collaborate with employee, contractor and customers by assigning tasks with set deadlines and reminders via email notifications
  • Use document management features to centralize the location of all important files. Documents can be marked private for your own use or can be used to collaborate with remote customers or employees
  • Manage billing options by clocking your time - use milestone billing, product billing or subscription billing
  • Manage all financial activities such as unbilled or overdue invoices, expense sheets and make payments or partial easy for your customers by integrating PayPal, Google Checkout, Authorize.net and other payment gateways
  • Created searchable folder hierarchies to upload all important files and documents
  • Share files and documents with clients and employees or marked files private
  • Manage projects and task in one convenient location
  • Create web forms to capture new leads and instantly turn into a project.