CRM Service for Small Business

CRM Software Service with Integrated Project Management and Billing

Smart business owners are turning to WORK[etc]’s online CRM services, project management and billing platform to better manage their business. Stop relying on the same old CRM services that require you to integrate multiple solutions to keep your business running, and use a single platform to optimize efficiency, reduce training and software costs, and increase profits.

WATCH CLIP

A CRM Software Service Designed For Small Businesses

  • CRM Service plus more.
    Do more than customer relationship management when you combine with projects, help desk, billing, and more.
  • Project Management CRM.
    Manage customer relationships and participate in project management collaborations, assign tasks, and keep your clients up to date by inviting them to use WORK[etc]’s customer portal.
  • Project Billing CRM.
    Get detailed billing information on all your customers. Instantly. Get reports in real time on virtually every aspect of your business.
  • Customer management software.
    Track customer support, assign issues, send canned responses and publish a knowledgebase, or a blog – all from within WORK[etc].

CRM Service Lifecycle

CRm service lifecycle

CRM Service software is easier for everyone.

Many smart small business owners are realizing the power of a CRM service. With budgets tightening, they are realizing the highest ROI is on making sure that the leads they already have get converted to sales and customers. And then of course there is the old saying that it is always easier to keep a current customer happy than to find a new one. A CRM software service is a perfect tool for making sure that customers get the highest level of attention with all of their case data in one place.

Pursue every sales lead.

Create web forms to capture sales leads directly into our CRM web. Assign and qualify leads, issue quotes, close in on sales, and set follow-ups – without using any other applications. Best of all, you can do this all with a single-click. Work[etc] was designed with the end user in mind, and every task you need to get done is designed for maximum ease to save you time.

CRM software service with bird’s eye view of operations

A powerful, online CRM service should incorporate all functions of a business crm, not just client management. It should provide real-time
insight into how your business is tracking at any given time.

See all

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.

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.

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.

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.

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.

  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