Does your Online Project Management do CRM?

When using multiple applications to manage your business, critical project data is spread throughout your CRM, billing, and project management software, resulting in users having to jump back and fourth to do simple tasks.

By consolidating multiple programs into one platform, WORK[etc] allows you to do more with projects. Upon the completion of a sale a lead can be converted directly into a project with all client information coming with. Set a project bduget, manage task lists, and track time spent working on a project using timesheet, milestone, and expense data to create an invoice.

  • Work Inside Google Apps
    Use the Gmail gadget to create leads, manage projects, and update existing activities using an email's contents.
  • Easier Organization
    Group relevant items with your projects such as timesheets, invoices, support cases, and Google Docs.
  • Multiple Project Views
    Choose from 8 real time project views including Gantt Charts, Activity Streams, and Project Trees.
  • Smooth Operations
    Create nested project structures and set dependencies to ensure a proper flow of tasks.

Related reviews:

See all

Featured Posts

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?

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.

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