Compare Zoho with WORK[etc]

WORK[etc] stands as one of the leading alternatives to Zoho CRM, offering the features to manage every aspect of your business in one tightly integrated solution, so all of your data stays in one place.

Worketc CRM - Financial Budgeting

WORK[etc] centralizes your entire business into one easily accessible platform. With all data in one place and granular permissions settings, it’s easy to get everyone in on projects, leads, file sharing, and important conversations. Manage executive dashboards with widget based summaries of all real time progress updates, and invite customers to collaborate with your business.

 

  • One place for Everything

 

 

      Manage unlimited leads, contacts, projects, tasks, expenses, invoices, support cases, timesheets, and files.

 

  • Customizable Reports

Create highly customized saved searches that slice and dice your data into insightful lists.

 

 

  • Consolidated History

View every interaction with your clients under their history, including all conversations and activities.

 

 

  • G Suite Integrated

Automatically Sync with Google Contacts, Calendar, and use Google Docs in WORK[etc] projects.

 

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How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.

The Underperforming 10% of Your Team Can Burn Your Small Business

If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.

How To Sell Your Team On A New CRM—And Keep It From Failing

No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.

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