Platform Features

CRM & SALES MANAGEMENT SOFTWARE

CUSTOMER LIFECYCLE. FROM LEAD TO SALE, AND BILLING TO SUPPORT.

Growing businesses know that sales no longer lives in a vacuum. To grow a business, to turn a profit, everyone in your team must be a part of customer relationship management.

That means your support team must continue communicating benefits, your sales team must know the customer history and deployment must be up to date with all that has been offered.

Sounds like common sense? Why then do most software products focus on only one part of the equation? They do only sales or project management.

WORK[etc] turns this concept on its head with its all–in–one business management platform.

By combining CRM with sales management, projects, billing and more, we enable your entire team to collaborate and continuously deliver best outcomes for your customer.

  • Custom Sales Processes

    Create different workflows and stages for each of your services or products.
  • Complete Customer History

    View every customer interaction across every department.
  • Nurture with email

    Manage a library of content rich emails and create email marketing campaigns.
  • Custom Fields

    View the data that is critical to closing the deal, right inside the sales lead.
  • Turn a Lead into Anything

    With just a click a lead becomes a project, an invoice and more.
  • Slice & Dice Smart Lists

    Build complex marketing lists by filtering contacts through granular variables.
  • Sales are Social

    Create group discussions around opportunities. View Linkedin profiles & Twitter feeds.
  • Enterprise Analytics

    Build your own reports, create meaningful alerts and visualize progress with the sales pipeline.

CUSTOMER LIFECYCLE MANAGEMENT

crm-leads

crm-customer

CRM SOFTWARE FOR EVERY INTERACTION

Every activity and interaction with a contact is captured online. Whether it is a sales email, support ticket, invoice or product purchase, WORK[etc] stores these events in an easy to browse timeline.

  • Search and filter the customer activity history by keyword, activity or employee interaction to find what you need fast.
  • Create always-up-to-date smart lists from complex contact variables and use those lists for marketing, reporting and more.
  • Instantly tag contacts for quick identification and classification.
  • Sync contacts from cloud services and Google Apps for Business.
  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

LEAD MANAGEMENT & SALES PIPELINE

Automate and manage the sales process by tracking leads across your entire business and giving your team the tools to close new business:

  • Capture leads with web forms, from your inbox or on the road with our native mobile apps.
  • Create custom sales workflows for different products, industries or customer types.
  • Use custom fields to view relevant information inside of each lead.
  • Collaborate by discussing lead opportunities online with your team.
  • Assign values and define close-probabilities for accurate reporting
  • View your company-wide sales pipeline and drill down by employee or custom workflow.
crm-reports

crm-relationship

FLUID CONTACT MANAGEMENT SOFTWARE

WORKetc's flexible and unlimited contact structure allows you to capture your relationships with companies and individuals – and their relationships with each other.

  • Contacts with unlimited connections, branches and departments.
  • Record unlimited contact details such as addresses.
  • Link individuals to one or multiple companies.
  • Tag, store notes, and create custom fields.
  • Synchronize contacts with social media, Google Apps, Outlook and more.

CAN WORK[ETC] DO THIS?

  • Can the contact management software handle unlimited contacts?
  • Can we create custom sales stages for different products, industries or regions?
  • Can we create, assign and update sales leads from our iPhone and Android phones?
  • Can I create enterprise-level reports on sales and filter by rep, product, region and more?
  • Can I browse and filter a timeline of every interaction with a contact?
  • Can I create an email template library and send sales emails from within WORK[etc]?
  • Can I create leads without leaving my inbox, Gmail or Outlook email client?