Your Workflows, Built Your Way.

See your business in motion with connected, automated task flows that provide every team everything they need to succeed.

I want my
CRM
Projects
Billing System
Sales Leads
Help Desk
to
Create New Leads
Automate Inbound Leads
Collect Custom CRM Data
Grant Customers Portal Access
Convert Leads into Projects
Allow Client Collaboration
Link Budgets to Project Billing
Link Support Cases to Projects
Build Quotes for Customers
Convert Quotes to Invoices
Track Time & Billable Work
Review & Follow-up on Payments
Screen New Enquiries
Link Sales Calls to Project Briefs
Issue Quotes to Customers
Follow-up with Prospects
Provide Efficient Customer Responses
Triage Support Enquiries
Manage Escalations
Bill for Support Time
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New Contact Created

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Event Attached to Lead

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Inbound Email Enquiry

A shared inbox for enquiries centralizes all customer communications.

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Generate New Sales Lead

Email and details attached to new sales lead, which is assigned to a sales team member.

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Response & Call Scheduled

Team member responds and calendar is updated for sales call, along with CRM record of activity.

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Lead Updated with Deal
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Quote with Deal Created
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Bulk Task Assignment
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Project Completed
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Invoice Issued
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Automated Email with Information & Attachments

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Contact Created Automatically

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Webform Captures Contact Information

Custom webforms captures specified customer data.

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Automatic Lead Generation

Custom data from webform populates required fields in new sales lead.

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Automatically Assigned

Custom rules and automations assign new lead to custom sales process and team member.

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Follow-up Sales Call
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Estimate Provided
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Project Assigned
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Invoice Issued
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Payment Taken
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Attachment Upload

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Automatically Linked to Project

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Custom Webform Captures New Contact

Webforms capture a range of data, including custom fields.

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Custom Fields Collect Unique Data

Form fields collect data for CRM columns specific to business needs.

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Smart Lists & Reporting

Powerful search and reporting tools assist in understanding your CRM data, including custom fields.

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Custom Tags & Labels
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Follow-up Sales Call
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Tasks Assigned
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Project Complete
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Invoice Issued
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Creates New Sales Lead

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Auto-Assign Sales Process and Notify Agent

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Webform Registers New Customer

Webforms capture data, including new information for customer login.

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Automatically Creates Customer Portal Login

Custom-branded portal allows logins from clients and collaborators.

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WORKetc Accessible to Customers via Portal

Grants access to WORKetc modules like Projects, Invoices, and more.

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Review Support Case
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Access to Resources
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Support Case Closed
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Invoice Accessed
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Invoice Paid
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Project Team Notified

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Sales Team Closes Deal

Webform or shared inbox generates new contact and team marks lead as "Won".

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Quote Converts to Project

Project and tasks automatically created according to milestones in initial customer quote.

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Project Auto-Populates

Bulk task assignment to appropriate team members according to relevant stages.

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Invoicing & Billing
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Team Discussions
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New Support Case
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Sales Lead Identified
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Client Portal Approval
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Account Manager Notified

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Invite to Customer Portal

Clients are provided a login to access WORKetc as a guest with custom permissions.

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Customer Accesses Files

Clients receive designated access to chosen modules within WORKetc including specific deliverables.

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Feedback via Discussions

Both clients and project team can make edits and communicate using in-context discussion tools.

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Project Updated
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Task Assigned to Team
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Edits Added to Invoice
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Client Final Approvals
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Invoice Issued to Client
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Account Manager & Client Notified

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Event Scheduled & Invitations Sent

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Project Milestone Completed

Project team updates progress in WORKetc and relevant automations are triggered.

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Budget Converted to Invoice

Quote line-items are automatically converted to an invoice and linked to project budget.

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Invoice Modified & Issued

Edits made easily using billing engine and saved product catalog to fill additional line items.

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Client Request for Edits
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Project / Tasks Updated
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Edits Added to Invoice
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Client Final Approval
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Invoice Re-issued
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Client Acknowledged with Auto-reply Email

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Email Received

Emails are received at a dedicated customer support inbox with shared team access.

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Triaged & Assigned to Project

Support request is screened for priority, linked to relevant project, and assigned to appropriate team.

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Bulk Tasks Assigned

New project is built with custom stages, tasks and assignments according to support requirements.

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Project Complete
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Client Email Notice
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Client Reply to Inbox
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Project Marked "Done"
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Billing Updated
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Contact & Lead Created

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Sales Process Assigned

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Quote Sent & Attached

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Capture Enquiry

Webforms or shared sales inbox captures initial customer and project information.

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Quick Quote Created

New quote is generated using previous estimates from common projects and deliverables.

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Custom Line Items Added

Product catalog instantly populates quotes and invoices with items, which are further customizable.

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Bulk Task Assignment
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Project Completion
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Client Update Provided
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Quote Conversion
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Invoice Issued
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Quote Attached to Lead

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Project Created & Assigned

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Project Re-assigned

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Initial Quote Issued to Customer

Quick quotes created from templates of common projects.

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Customer Accesses Quote via Portal

Customer notes changes via custom payment portal.

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Items Added & Quote Converted to Invoice

Instant line items added and one-click conversion to invoice.

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Invoice Paid via Portal
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Quote Emailed to Client
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Lead Value Updated
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Invoice Copied as Template
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Project Budget Updated
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Task Completed

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Timesheets Attached

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Invoice Issued

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Bulk Task Assignment

Projects and individual tasks within them can be assigned to teams or individual employees.

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Time Worked Tracked

Track billable hours per task that attach to projects and populate invoices.

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Project & Invoice Updated

Custom rates, discounts, taxes, and more, all customizable on your invoices to customers.

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Default Activity Rate Added
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Project Billing Mode Selected
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Milestone Invoice Sent
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Project Budget Updated
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Invoice Custom Fields Added
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Abandoned Deals Excluded to Separate Smart List

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Individual Smart Lists Separated by Team Members

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Smart List Created

Create and save custom smart list reports according to numerous criteria, filters, and custom data.

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Smart List Filters Applied

Filter for factors like deal or payment status, team-member assigned, deal value, and any other metric.

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Invoices Sorted & Re-issued

Smart list is refreshed and bulk actions are applied to selected items.

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Smart List Results Exported
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Smart List Shared with Team
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Filters Applied Dynamically
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Members Added to Mailing List
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Items Auto-Removed Once Paid
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Webform Creates Contact Records

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Auto-reply Sent to Prospect

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Prospect Submits Webform Enquiry

Custom webforms captures whatever information you require.

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Automatic Lead Generation

Custom data from webform populates required fields in a new sales lead.

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Lead Screened & Assigned

Leads tagged and labeled, then assigned to relevant sales team member.

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Call Scheduled
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Email Follow-up
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Quote Generated
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Project Assigned
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Portal Access Granted
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Custom Fields and Tags Added to Lead

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Estimate Generated & Issued to Customer

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Prospect Makes Enquiry and Schedules Time For Call

Custom webforms or shared sales inbox captures initial information.

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Sales Call Turned Into Project Brief

Project brief is created in shared document for project team.

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New Project with Brief Assigned to Project Team

New project created from template, adjusted, and brief attached.

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Bulk Tasks Assigned
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Project Milestones Added
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Portal Access Approved
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Update Sent to Client
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Invoice Generated
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Deal Value Assigned Within Sales Process

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New Price Approval Request via Team Discussions

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Quote Generated & Issued

Pre-populated estimate for common project types made, including line items added from product catalog.

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Customer Cost Query

Client email to shared sales inbox, lead tagged and assigned to senior management for approval.

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Quote Adjusted & New Estimate Attached

Quote adjusted, re-issued and attached to sales lead.

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Project Assigned
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Milestones Updated
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Portal Access Approved
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Final Invoice Issued
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Payment Received on Portal
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Sales Team Notified & Lead Status Changed

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Notes Added to Lead & Contact Record

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Reminders Triggered

Custom reminders triggered on sales lead resulting in automations and changes.

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Tasks Created & Assigned to Sales Staff

Task assigned to account manager for follow-up call and lead updates.

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Call Scheduled & Assigned on Sales Team Calendar

Team calendars and task details align key sales events and deadlines

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Sales Call Scheduled
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Quote Generated
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Project Assigned
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Invoice Issued
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Payment Received
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Review Customer History

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Update Customer Account

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Response Sent

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Email Enquiry via Shared Inbox for Support

Shared inboxes for your help desk team centralize all inbound issues.

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Templated Email Replies for Common Issues

Email tools like canned responses ensure consistency and efficiency.

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Knowledge base Articles Attached

A growing knowledge base hosts an evolving archive of helpful resources.

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SLAs Tracked in Reports
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Tickets Linked to Client
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Replies Linked to Ticket
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Client Portal Knowledge Base
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Webform Ticket Automation
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Ticket Attached to New or Existing Customer Record

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Knowledge Base Resource Attached

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Response Sent

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Custom Webform Creates Support Ticket

Webforms can automate ticket creation with all the necessary data.

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Ticket Screened for Priority & Assignment

Custom labels and tags for universal sorting of any element in WORKetc.

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Ticket Triaged to Correct Team

Flexible tasks and attached team discussions make delegating and catching up to speed easy.

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Further Replies
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Escalated to Senior
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Project Assigned
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Support Completed
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Account Updated
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Ticket Assigned to Team Member

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Knowledge Base Resource Attached

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Response Sent

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Customer Enquiry via Webform or Shared Inbox

Collect enquiry information and automatically generate support tickets.

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Consult Colleagues via WORKetc Discussions

Attached discussions keep every dialogue in-context and traceable.

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Escalation via Response Request

Discussion features let the team pull the right people in to contribute on any task or tool within WORKetc.

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Knowledge Base Update
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Contact Record Update
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Support Hours Billed
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Payments Updated
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Account Updated
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Additional Details Attached to Support Ticket

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Tasks Assigned to Project Team

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Inbound Support Email to Shared Inbox

Dedicated help desk email allows available team members to respond.

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Ticket Details Create New Task

All elements are interoperable, meaning support cases easily turn to new tasks or projects.

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Tasks Populate Quote with Hours to be Billed

Hours can be billed to specific case, project or task.

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Client Portal Access
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Timesheets Created
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Payroll Completed
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Invoice Created
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Payment Received
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