Customer Portal with Bundled
  • Invoicing & Payments
  • Knowledge Base
  • Permissions
  • Custom Branding
  • Help Desk

Connect with your customers in a new way with a branded portal that offers a complete self-service experience while WORKetc runs everything behind the scenes.

WORKetc brings your team, customers, and collaborators together.

A custom portal to your projects, knowledge base, payments and more means your customers get the VIP treatment.

WORKetc's all-in-one business platform allows your clients and contractors to access time tracking, project collaboration, invoicing and much more.

Treat Your Customers To The All-In-One Approach.

With a WORKetc customer portal, the people that you do business with have access to a range of the modules you use every day. It's a curated guest seat to your business.

Streamlined & Self-Service Support

Allow customers to login and access support tickets for their entire company. Set custom options for how customers can assign tickets to specific staff as well.

From Timesheets to To-Do Lists

Where you get your work done is also open to contractors and clients. Invite guests to take part in your projects or have customers make their payments, all via the WORKetc portal.

Simplify Your Subscription Stack

A self-service portal for customers to access your business isn't achievable without an all-in-one business platform like WORKetc that has it all.

Custom Security & Permissions

Curate the experience and what exactly your customers have access to, limiting options at either the personal login level or for everyone in their organization as a whole.

Beautifully Branded

Your customer portal can be customized to match your business and brand identity. Round-out the entire experience with a gorgeous place for clients to pay or a professional suite of project management tools to contribute to.

Show create new ticket screen in portal
Email invite with access to project or payment portal.
Screenshot of the various options that are available for allowing access to customers. While this may be similar to "Permissions" below, I think it illustrates the point well.
Custom Permissions Setting Screen
Show Portal Branding Settings Screen

Your new VIP portal to everything that you do in-house.

Make all of your WORKetc tools available to your customers and contributors.

Billing
Projects
Files & Documents
Knowledge Base
Task Management
Customer Support
Custom Look

Brilliant Billing

Access to quotes and estimates - or even your final invoices - available via the portal for customers to make payments.
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Give Everyone Access

Bring customers and contractors in-house to make their own contribution - it's the project management you'll come to know and love with access for all.
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Work Better Together

Collaborate and get on top of version control with all of your documents in one place. Coupled with activity streams and discussions, WORKetc keeps you all on the same page.
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A Wiki For Your Workplace

WORKetc knowledge base is your new archive for every important resource. Whether they're in-house or external, you can now share your knowledge through a custom portal for guests.
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Tasks and To-Do's For All

Integrate clients and collaborators within the WORKetc project management workflows you will come to know and love. Your portal makes tasks visible to all so that you're all on the same page.
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Support Central

Let customers access your help desk through a portal that gives a professional impression and eliminates the endless email inboxes.
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Dress Your Portal To Impress

Your new portal is completely customizable and able to reflect your business and brand. Make a real impression when customers come for updates on projects or when it's time to make a payment.
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Ready to Give Your Customers More Meaningful Experience?

Start your 14-day free trial. No credit-card required.

Make an impression that your customers deserve.

Invite email screenshot.

Everything is Personalized

Send personalized emails and a unique URL attached for your customers to sign-in and create an account.

Tick boxes or options on the backend of what customers have access to.

Many Pieces In One Place

Host anything from support, to projects, to your payments for your customers on your portal.

Screenshot of an invoice/payment that is flagged as overdue or with a date highlighted.

In-Portal Payments

Allow customers to pay for your services in style with a branded portal that hosts all your invoicing.

We used this to manage the entire business workflow from end to end. Through lead management, ops, bookings and billings.

Director of BI, IT Consulting

WORKetc allows us easy access to a massive amount of data we would otherwise have a hard time rifling through via only an email client.

Creative Director, Marketing Agency

My accounts staff no longer have to create invoices by interpreting timesheet entries, saving time during invoice creation, review and approval.

Director, Software Development Firm

Your Brand, Your Portal, Your Client's View.

By offering your clients a branded, bird's-eye view of their projects, invoices, and tasks, you can help ensure they have the best possible experience using your services.

  • Access Control: clients can only see the information relevant to them and you have full control to manage their permissions.
  • Custom Links: the ability to share important resources with customers broadly allows you to streamline your workflow and saving everyone time.
  • Customization: you can create a seamless and professional experience that reinforces your brand identity and builds client trust using our many branding options.

Ready to Expand Your Customer Experience?

Experience the customer portal for yourself. Try WORKetc with a 14-day free trial today.

FAQ: WORKetc Customer Portal

Can I import my existing data?

Yes, WORKetc has a number of automated tools to help import your data. Or for a low fee, one of our support team will take all your data and manage the import for you.

Can I integrate other software with WORKetc? Is there an API available?

Yes. WORKetc has a full and open API. In fact, we built the WORKetc on top of our API. Read more about WORKetc’s API.

Can WORKetc be customized for my business?

Whilst WORKetc cannot be customized for an individual customer we do have a number of features and settings to make WORKetc a better match to how you do business:

  • Data grids (tables) allow you to select the data you want to see as well as chose the order and sorting of columns
  • Over 150 settings to match things like the language your business uses, local taxes, product options, your specific sales process, how you manage support issues and more
  • Custom fields meaning you can display information that is relevant to your business against activities such as projects, support cases, sales leads and contacts
  • Editable templates for invoices and email campaigns
  • Complex searches and reports to ensure you get the information you need out of WORKetc

Even though WORKetc is not a "custom development" it can be easily set up to closely manage the nuances of your specific business.

Can I collaborate with my team and clients on projects using WORKetc?

Yes! WORKetc supports full collaboration, both internally and externally. Assign tasks to team members, share project updates with clients, and communicate directly within the platform via our portal for complete transparency and improved client experience.

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