- Customer Relationship Software.
- Track contacts and sales, assign leads to others, or collaborate as a group. Qualify leads & set status', view sales pipelines, set alerts, & create detailed reports.
- Manage all projects and tasks.
- Manage unlimited projects, sub projects, toDos, calendars, timesheets, and more. Create dependencies, assign tasks to others, and set deadlines.
- Manage every dollar.
- Turn quotes, estimates, timesheets, or other billing data into invoices with a single click. Create recurring invoices for returning clients. View all unbilled charges across a single screen.
- CRM For Google Apps.
- Use the WORKetc Gmail gadget to turn emails into leads, attach emails to leads, or create other activities. Collaborate with members via two-way Google Docs sync.
WORKetc's Google CRM Apps in action:
Merideth owns a small ad agency in Austin, Texas. When she is sent an email inquiring about her company's services, she uses the Gmail gadget to turn the email into a lead within WORKetc, with all relevant details adding to the lead automatically. She can also assign the lead to someone else using the Gmail gadget. From that point, the lead is tracked in WORKetc until it has been won as a sale, from which point it can be converted into a fresh project ready for group collaboration.
Manage your business from inside Gmail.
The WORKetc Gmail gadget allows for in depth WORKetc functionality from inside Gmail. Turn emails into new activities in WORKetc, such as leads or toDos. Or simply clip an email onto an existing item, such as a project or support case. You can also create new items, update existing items, and view all recent WORKetc activities from within Gmail.
Get more insight into your relationships.
WORKetc is one of few CRMs to bring you a 360 degree view of your client relationships. From originally having the client as a lead, to winning the sale and finishing projects for the client, to helping with any support issues and ultimately invoicing the client, WORKetc allows you to manage every part of the process and get detailed insight into each step with real-time reporting and client histories.
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