Online CRM for growing businesses | Built in Projects & Billing

How accessible is your web based CRM? Businesses often juggle 2-3 apps for separate business processes such as projects, time tracking, and billing. This can be costly and ineffective.

WORK[etc] allows you to bring in leads via web forms and then qualify your leads using custom sales stages and a visual pipeline with financial estimates. Get expected cashflows and run sales analysis reports. Then, once a lead has been won it can be converted directly into a project, quote, or invoice. Collaborate on projects with clients, track time, and bill your clients all using WORK[etc].

  • Real World Relationships Create complex contact structures with hierarchical relationships and companies, branches, and departments.
  • Secure SaaS With 99.996% uptime and multiple, redundant bandwidth providers, WORK[etc] is always there when you need it.
  • Extensive Histories Track all customer correspondence, comments, leads, tasks, projects, finances, and more on a single screen.
  • Google Integrated Create leads and update activities from Gmail. Sync with Google Docs, Calendar, and Contacts.

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