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.

Related:

See all

Featured Posts

CRM with Billing: Big Efficiencies That Mean Money

A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.

Managing the Messes and Insanity of IT Support

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

Tools of the Trade: What Makes a Good Business Management Platform?

Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.

4 Time-Saving WORKetc Tricks for Power Users

WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo