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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Featured Posts

New Release: Customer Portal 2.0

With more than six months in development, WORK[etc]'s new Self-Service Portal is now available.  Share tasks with your customers, re-brand the interface, pay invoices and publish web forms and articles for each of your customers.

New Release – Google Apps & Gmail CRM v3.0

Recently Google made some changes to their Apps Marketplace to improve security by migrating all access points to Oauth2 and introducing Google+ Sign-in as a method.  We took this opportunity to not only upgrade our Google Apps integration but also add some new CRM features.

Entrepreneur’s Guide to Surviving any Holiday

Listen to popular business advice and they'll tell you the only way to relax is to go cold turkey and disconnect from your work.  But for entrepreneurs this approach is often the cause of even more stress.  Find out how we manage to stay connected yet still come back from a vacation refreshed.

The Secret to Online Teamwork? All-in-one CRM Software

Successful teamwork is behind every successful business, big and small.  But how can a modern business, relying on a mixture of full-time employees, contractors and remote staff encourage a culture of team work?  The new breed of All-in-One CRM platforms may well just hold the answer.

Become a Delegation Pro – Four Practical Steps

Are you finding that there just aren’t enough hours in the day? Do you get the feeling you're treading water rather than building your business and doing the work that excites you? There are warning signs that it’s time to delegate and some simple steps to get you started.

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