WORKetc web based CRM solutions with document management

Online Document Management, for all your files.

We’d like to think you’re not still managing documents through email, but that’s the reality for many small businesses. We know of the frustrations of version control and not being able to access the right documents when you need them. Our all-in-one software allows online document management to all take place from one secure online location. Access documents from anywhere!

online document management

Share documents with customers.

Making documents available to your clients and contractors is effortless with our document management software. Invite clients to log in to WORK[etc] and view specific documents, while setting the permissions on what they are able to see and do. Think relevant sales documents or support information. Even collaborate through Google Docs thanks to our crm google apps integration.

Quick access to relevant files.

There’s some awesome perks when you combine web based document management with CRM, PM, and billing. For example, associate specific documents with certain contacts, projects, invoices, or calendar events. WORK[etc] makes it easy to find the relevant information you’re looking for.

Customize your folder structure.

It’s fair to assume you may want to organize your folder structure in a specific manner, or perhaps create the same set of sub-folders for your clients. With our document management software, you can create specific folder directory templates and use them each time you create a new client.

More than just files.

Use our online document management features to create inner-company blogs or knowledge bases. Use these information centers for employees to constantly reference, and store company manuals online. Collaborate on these, and allow your business team to collectively contribute to the IQ of your business overall.

For every aspect of your business

Instead of a web based document management application outside of your business software, you can include everything relevant to your business within our document management software and Google CRM software. Store documents relevant to your CRM, PM, or billing aspects of your business and organize them accordingly.

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Featured Posts

Tried and Tested WORKetc Tips From Real Users Pt. 1

We've always made it a point to share tips and tricks, both those we learn in the course of us actually using WORKetc the app to run WORKetc the company and those we gather from real users. Today we're turning the spotlight on how clever users use WORKetc to grow their businesses.

Tried and Tested WORKetc Tips From Real Users Pt. 2

One post wasn't enough to cover all the tips WORKetc users shared about how they use our business management software to grow their business. Here's part two.

The Hidden Costs of “Free” CRMs

When it comes to growing your business, "free" CRMs can end up costing you more than you think.

Work Smarter, Work Faster, and Save Time with WORKetc and G Suite

Need a quick productivity boost? Do more work in less time with WORKetc’s deep G Suite integration.

Recycling Today to Save Tomorrow

Grant Morgan spent most of his professional life building IT systems. Now, he takes them apart and breaks them down in the ongoing fight to reduce electronic waste. Here's how WORKetc is helping him do that.

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