WORKetc Workflows for Reporting

A single unified platform to manage your business without blind spots.

Convert Lead to Project
Client Collaboration
Budget to Project Billing
Support Case to Project
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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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