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Sales management software for Teams, Distributors and Reps

 

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Are you a sales professional, a distributor or owner of a product and/or service based sales business? Are you an outside sales person who travels extensively and needs the ability to access a CRM system from anywhere and anytime via the internet? Do you need to collaborate with remote teams and clients in order to close your sales opportunities?

WORKetc offers a comprehensive web based CRM solution for sales professionals to help them get organized,  stay ahead of their sales cycles and to know where they stand with their customers.

Testimonials

We looked at salesforce and found that your product is 10 times faster and much easier to use. For those of us who are not impressed by bells and whistles, yours is a better solution in my opinion.
Thomas Hall, Hall, Maine, USA
We did due diligence with everything from Salesforce to Zoho CRM and your system was the only affordable, easy to use system that allowed us to manage business from first call to last invoice. There are lots of things we wish it could do, but we all want lots of software to do more. I’ve used a number of SMB Operations systems over the years (and parts thereof) and this promises to be one of the best affordable integrated systems I’ve worked with.
Martin Byrne, Search Engine People, Ontario, Canada
  • Collect leads in one place and assign sales agents to pursue
  • Instantly view information about your prospects
  • Set sales alerts such as scheduled follow-ups, meetings, proposals and other events
  • Automatically store every action associated with an account, from emails, to proposals, projects, customer support and invoices
  • Projects, tasks, to do lists, documents, comments, call notes, emails and more can be organized, managed and shared with anyone
  • Instantly turn a lead into a project and assign staff to work on that project
  • Link projects to a sales opportunity and collaborate on complex pitches
  • Instantly convert leads into quotes, estimates or invoices that can be quickly emailed, PDF’d or printed
  • Integrate catalogues of products and recurring subscriptions into your invoicing and billing
  • Automatically or manually track customer payments and accounts receivable through overdue account alerts and reminders
  • Link with PayPal, Google Checkout, Authorize.net and other payment gateways
  • View an accounts financial status in real time and update sales strategy
  • Centralize contacts into one single application accessible via the internet. Easily create contacts or import from applications such as Outlook, Gmail, Hotmail, MacOS Mail, and more
  • Import, capture, assign and manage sales leads from emails or a form on your website. Lead opportunities can be qualified and tracked within a sales pipeline, noting multiple currency values, sales stages, actions required and expected close dates
  • Leads can instantly be converted into quotes, estimates or invoices. Invoices can be quickly issued by printed direct mail, email, and PDF format