WORKetc web based CRM solutions with document management

Online Document Management, for all your files.

We'd like to think you're not still managing documents through email, but that's the reality for many small businesses. We know of the frustrations of version control and not being able to access the right documents when you need them. Our all-in-one software allows online document management to all take place from one secure online location. Access documents from anywhere!

online document management

Share documents with customers.

Making documents available to your clients and contractors is effortless with our document management software. Invite clients to log in to WORK[etc] and view specific documents, while setting the permissions on what they are able to see and do. Think relevant sales documents or support information. Even collaborate through Google Docs thanks to our crm google apps integration.

Quick access to relevant files.

There's some awesome perks when you combine web based document management with CRM, PM, and billing. For example, associate specific documents with certain contacts, projects, invoices, or calendar events. WORK[etc] makes it easy to find the relevant information you're looking for.

Customize your folder structure.

It's fair to assume you may want to organize your folder structure in a specific manner, or perhaps create the same set of sub-folders for your clients. With our document management software, you can create specific folder directory templates and use them each time you create a new client.

More than just files.

Use our online document management features to create inner-company blogs or knowledge bases. Use these information centers for employees to constantly reference, and store company manuals online. Collaborate on these, and allow your business team to collectively contribute to the IQ of your business overall.

For every aspect of your business

Instead of a web based document management application outside of your business software, you can include everything relevant to your business within our document management software and Google CRM software. Store documents relevant to your CRM, PM, or billing aspects of your business and organize them accordingly.

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Featured Posts

A Sneak Peak at WORK[etc] iOS App Version 3′s New Features

Version 2 of the WORK[etc] iOS app was a huge improvement over Version 1. Version 3 is set to blow it out of the water, however, as this release takes the app's speed and usability to a whole new level. Keep reading for a sneak preview of the features we’re adding.

Sneak Peak 2: Redesigned SmartViews, Contextual Activity Picker, and more

We’re in the final week of finalizing the features and changes that will be included in the next WORK[etc] release, so if you have any suggestions now's the time to tell us. While you're at it, check out this sneak peak at how the update is shaping up.

12 months & 20 business plans later: How this simple activity separates the strong from the weak

What we learnt about small business from spending 12 months writing 20 business plans.  The key to keeping your business, in business, could be as simple as tracking three or four key numbers every single day.

How many apps does it take to capture a lead and turn it into a client, a project, and an invoice?

This consulting firm's old systems were straining to cope with rapidly growing business. The alternatives they tried were complicated, expensive, and involved multiple apps. The solution?

22 Things You Didn’t Know You Needed in a CRM (Until It Was Too Late!)

Bringing a checklist when you shop around for a CRM is a good idea, but not when the checklist is too short and vague. The devil, as they say, is in the detail. To help out, we've compiled a list of important features that you should look for in a CRM system.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo