Cloud software for [growing] businesses

CRM contact management + projects + billing.

WORK[etc] offers one central location to manage your entire business relationships and data, instead of spreading a client’s lifecycle between separate, poorly integrated apps. Work[etc] provides a single CRM contact management solution that lets you automatically score and assign leads, manage all contact relationships, and followup on customers with tasks, projects and more.

CRM Contact Management Features

Every stage of your customer relationships can be tracked inside WORK[etc]. Bring opportunities in through web forms and qualify leads using custom sales stages. Convert won leads into projects, quotes, or invoices. Manage projects and invite your clients to login and collaborate through their own customized portal. Track time spent, manage billable items, and create an invoice for your client using this data. Work[etc] is the best CRM contact management solution because it enables you to manage your entire small business with a single solution.

What Sets Work[etc] CRM Contact management apart?

  • G Suite Integrated CRM for Enhanced Contact Management
    Sync with Google Contacts and Google Cal, and access Google Docs from inside WORK[etc]. The CRM contact management software works seamlessly with Google to optimize the platform that your business is already using to manage email and company communication. Thousands of businesses already rely on G Suite to run their day-to-day business, shouldn’t you choose a CRM that works with your existing system instead of buying one that requires you to change your existing processes?
  • CRM That Enables Project Collaboration
    Manage projects in 8 different real time views including Gantt Charts, Project trees, and Budget tabs. Chances are that you do more than just contact your lead database to close a sale, and more often than not, you’ll have to either create a product for them or will need to render services to them. For example, if you’re a small marketing agency, then your business development team and marketing consultants probably overlap. Imagine how much easier life becomes when you can close a sale and immediately turn them into a project in the same system. You’ll be able to track all communication and notes, and provide real-time updates on all open projects and tasks that you have running for them.
  • Capture Billables
    Every timesheet, expense, project milestone, and other billable item is centrally stored and easy to access. By adding billables to CRM contact management software, you can track all expenses associated with customers and projects. This lets you understand the true costs of your services/products and can provide you with increased clarity into changes you can make to lower overall costs.
  • Real World Relationships
    Create unlimited company contacts with specific branches, departments, and connections. In depth CRM contact management that lets you create multiple layers of contact information. By being able to establish relationships among contacts and different segmentations, you can gain a better understanding of who the decision makers are for purchasing your services/products, and enables you to create more detailed marketing campaigns designed around different contact information.

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