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Effortlessly build-out detailed quotes and estimates, leveraging saved client info and product data to streamline your sales process
Link Quotes to Any Work Activity
Easily connect quotes to leads, projects, and support tickets for quick reference, eliminating miscommunication between teams and reducing the time spent searching for information.
Customized Product Pricing
Build quotes effortlessly using a custom product catalog with quantity-based pricing. Say goodbye to piecemeal adjustments and quickly build customer trust.
Speed Up Repetitive Orders
Duplicate quotes to accelerate the creation process for repetitive orders. Save time and ensure consistency with a single click.
How Context Switching Leads to Lost Productivity
Generate quotes right where you work—inside projects, sales leads, or support tickets.
Create new quotes from templates, link in products from your catalog, and adjust pricing on the fly.
Snagged that yes from the client? Turn your quote into an invoice with just a single click.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.