- Manage all projects.
- Create as many projects as you want. Collaborate on them with other users or clients via the customer portal. View projects in gantt view, or in a variety of other styles.
- Web based CRM software.
- Secure your clients with the help of lead collaboration, pipelines, sales actions & alerts, and then keep them returning with email marketing campaigns.
- Log every minute spent.
- Integrate timesheets with activities to log all time spent. Turn timesheets into invoices with a few clicks. Generate detailed reports & get expected cashflow estimates.
- You're the one in control.
- Customize your settings down to a par, including local taxes, currency, and language settings. Control who can see what within WORKetc with extensive privacy settings. Export all business data with one click.
Increase sales, lower stress levels.
WORKetc acts as a third party brain for your business. Set reminders, followups, and alerts and never miss out on important deadlines. Automate lead gathering and support inquiries via custom web forms integrated with your website. Qualify leads, set sales status', and set sales actions & alerts. Close in on sales, and follow up afterwards.
Simplify the CRM process.
By managing your entire business through one customer relationship software, you also manage the entire customer life cycle - which has numerous benefits. Establish a contact as a lead, work on projects for a client, and solve any support issues. Then invoice the client and get payments - all from within WORKetc.
A happy customer is a returning customer.
Gather support inquiries directly from web forms on your site. Manage and collaborate on support issues through our helpdesk software. Create canned responses, publish a blog, and publish a FAQ. Invite clients via the login portal to view their support tickets and responses, and use live chat. View detailed client histories showing everything you've done with a client.
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