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

Multitasking is Killing Your Productivity. Here’s How to Save It

Multitasking is a myth—and it's a lethal one for your small business. Here’s how you can keep it from killing your productivity.

Could Your Business Manage 100+ Projects a Day 35% More Efficiently? This Company Did.

Tracking, managing, and updating 100 active projects a day, each with two very different customer types, was too much for home repair firm HOCOA San Diego's old CRM. Company owner Sam Goodwin tells us how he did it all while increasing efficiency by 35% with WORKetc.

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

You can't grow your business successfully without the right apps and tools. Here's a look at the new apps and tools that you need in your small business toolbox to win big in 2018.

4 Quick Hacks for Maximum Gmail Efficiency and Productivity

It's easy to drown in the torrent of emails that flood your inbox everyday. Fortunately for Gmail users, Gmail Labs has a few features that, coupled with the WORKetc Gmail gadget, not only make your inbox more efficient but make you more productive as well.

4 More Tried and Tested WORKetc Tips from Real Users

Real WORKetc users once again drop some productivity tips on running, managing, & growing your small business to bring you to the head of the pack.

  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