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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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.

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.

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