CRM system: Manage leads, projects, and finances.

Breaking: A whole new type of CRM system.

CRM combined with project management software, billing, & more.

Save your company time and money by going with a consolidated solution like WORK[etc]. Manage your entire business from our powerful software that combines a CRM system with project management, and billing too.

    • A new kind of CRM system.
      Bring in leads from a variety of sources including web forms, collaborate on them, view sales pipelines, set sales actions & alerts, and view real time reports across your business.
    • Add projects to the mix.
      Create project templates or duplicate previous projects. Create associated sub projects, to-dos, and set deadlines. Track time spent with integrated timesheets.
    • Finances & Products.
      Manage a list of products and attach products to invoices. Set recurring & subscription billing. Generate overdue reminders automatically. Get paid on time.
    • Easy help desk support.
      Capture support inquiries from your website, assign and collaborate on them, and integrate live chat. Instantly turn an issue into a knowledgebase article or canned response.

How to simplify your CRM:

Many businesses use multiple applications to run their business. This can be more problematic than helpful; a lack of integration and high monthly costs can ruin communication and efficiency. By going with a CRM system that combines other aspects of business management, you don’t have to deal with integration related issues or high monthly costs. You manage your entire business from one simple, intuitive platform.

Simplify your business, save time & money.

By combining hosted CRM with other aspects of business software, users can increase the efficiency of all operations in their business. No longer do users have to deal with jumping back and fourth between applications, trying to find information for a lead or project, nor do they have to deal with double entry error and other issues from multiple applications.

Streamline all aspects of your business.

Manage all leads, projects, billing, support, expenses, and more from one web based CRM. Numerous benefits arise when using WORK[etc], such as the ability to collaborate on all aspects of your business, as well as the workflow efficiency. Turn leads into projects with all information auto-populating over, with just a few clicks.

See all

Featured Posts

3 Quick Steps to Maximize Your Email Marketing Profits

Not all your customers are the same. Here's how WORKetc's automated tags help you segment and target your audience for maximum returns on your email marketing campaigns.

No Budget, No Problem: 10 Free Sites That Will Improve Your Small Business Marketing Material

Just because you don’t have a massive budget doesn’t mean you can’t market your content effectively. Add some extra oomph to your marketing efforts at no cost with these free image resources.

The Secret Way One Small Change Can Save Your Staff 6 Hours/Day

Healthcare company Wound Care Advantage managed to save over 1,400 man-hours per employee and help up to four times the number of clients for a grand total of up to $1.4M in extra annual revenues. How? Read on.

Exactly How Does A CRM Make Flying Safer?

Every day, the engineers at Accident Reconstruction Analysis use their unique mix of CSI and MythBuster skills to get to the truth behind everything from industrial accidents to car and plane crashes. Helping them run the company smoothly is WORKetc.

This Firm Increased Revenue by up to $56K/Tech. Their Secret?

With just a few simple process changes, Eco Communications found up to $56,000 in extra annual revenue per employee. Find out how they did it below.

  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