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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Featured Posts

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.

Real Users Reveal How They Save Time with WORKetc’s Mobile Apps

We know using a mobile CRM can benefit a small business, but how exactly can it do that? We went and asked real WORKetc customers how they use our Android and iOS apps to work, run, and manage their businesses efficiently and effectively, anytime they need to, wherever they may be.

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.

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.

Top 4 WORKetc App Integrations, As Picked by Real Users

Just like how we don’t force WORKetc users into having only one processes or workflow, we’ve also built in some powerful integrations into the app that lets users have full control over their own specific app ecosystems. Here are the top WORKetc integrations, as chosen by real WORKetc users.

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