Thanks to being an all-in-one combination of business management tools, WORKetc acts as a one of a kind business process management software as well. Manage every aspect of your client relationships in one software, flow from task to task, and automate many processes entirely.
In WORKetc users can flow from task to task with ease. For example, have sales leads immediately converted into projects, quotes, or invoices. Or turn timesheets & milestones into invoices with a single click.
Manage leads and contacts, establish a lead as a sale, work on that client’s project with your team, and share progress updates or invite them to come collaborate. Finish the project, then send out the bill – all using our workflow management software.
Avoid entering any information twice by having everything in one system. Create templates for frequent projects, and easily set up new ones. Create custom web forms and automate reminders.
Login and be greeted with all important to-dos, documents, support cases, reminders, leads, unbilled invoices, and more with your customizable dashboard. Use project dependencies to ensure workflow is in the right order.
Work directly from a contact’s profile and do whatever it is you need to do, whether it be creating an associated project, timesheet, invoice, support case, comment, document, event, to-do, subscription, or expense.