Designed For: IT & Web Professionals; Sales Professionals; Marketing, Advertising, PR; Consultants & Advisors; Small Legal Firms; Business Services & Assistants

Service Business Software | Marketing, Public Relations and Design Agencies

Are you struggling to manage all your production activities and teams of people necessary to complete and deliver these services? How do you balance these activities with sales activities? Are you on top of all your invoicing and billing? Do you know where your business stands financially?

WORKetc offers marketing services businesses the ability to manage every aspect of their operation through a powerful platform that includes Customer Relationship Management, online project management software, billing and more.

CASE STUDY: Customer management software helps this marketer get more business.

WORKetc is your total marketing services software management tool:

CRM: Centralized contacts into one single CRM solution that can be accessed from any internet connection; Manage tasks from initial client contact, to selling the client and turning contracts into collaborative working projects; Creating marketing lists be tagging and segmenting your contacts database. Send customized email newsletters

Project Management: Create and manage Marketing and Advertising projects easily through templates, Gantt charts and calendar views. Multiple calendars can be created as private or shared and synchronized; Organize detailed projects by task priority and assign to employees, contractors and clients; Use RSS subscriptions on your projects for quick and easy insights into project progress or potential issues

Billing: Invoice and bill services based on time, milestones or projects. A detailed timesheet management tool captures hours so clients can see exactly what work was carried out; Instantly convert all your proposal estimates and quotes to invoices.; Automatically capture billing items from across your entire business via our billing software, and generate reports to view activities and expected cash flow.; Track expenses and re bill clients, receive overdue account alerts and overdue; View an accounts financial status in real time and update sales strategy

Workflows: Created searchable folder hierarchies to upload all important files and documents; Share files and documents with clients and employees or keep files private; Capture all sales leads, track progress and instantly turn them into a billable project; Track project expenses and ensure they are billed onto your client

"I can certainly attest to WORKetc being a great solution. It is core to our business - we use the project management, To-Do's and email functions obsessively. Our productivity has increased by at least 30%. We also use the time sheet tool, invoicing tool, documents area, email campaigns and forms. We are looking forward to direct integration with Google Docs, since we currently use it with many of our projects. Keep up the good work, guys!"

Rick, WORKetc customer

"Love it! Keep it up. But don't get too big because we want you to be our competitive edge!"

"Crunchy" WORKetc user