Customer management software for small business. -
Platform Features

CUSTOMER SUPPORT SOFTWARE

BRING CUSTOMER SUPPORT TO EVERY DEPARTMENT, EVERY LOCATION

Customer support is never an isolated function, but must work across divisions such as sales, deployment and billing.

By integrating support cases directly inside of all areas of WORKetc, we ensure the customer is always looked after.

Suddenly your sales people are talking with your customer support people, and project issues can be assigned to the right person.

  • Capture every request

    Use live support, web forms, and email to capture support tickets.
  • Custom Stages & Priorities

    Manage cases your way with custom priority levels and statuses.
  • Template Responses

    Rapidly respond to frequent issues with a library of templated responses.
  • Entire customer history

    View the entire customer history on one screen, along with custom fields.

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Enterprise Strength Analytics

  • Company-wide Reports

    Create reports that run across sales, support, project and finance operations.
  • Executive Dashboards

    Attach useful reports to your account dashboard and assign report views to different roles.
  • Drill Down & Explore

    Filter down through reports to uncover trends and deep insights.
  • Build Your Own Reports

    Create ad-hoc and custom reports to match your business requirements.

Phone and Android Mobile Apps

  • Work on the road

    Create and update leads, projects, support cases and more, right from your mobile device
  • Fast & Responsive

    Powerful local storage of data enhances performance
  • Native Code

    100% native code base for both Android and iPhone apps
  • Calendar & Contacts Sync

    Sync your WORK[etc] calendars and contacts, via iCal and Google Accounts.

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  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

  • CUSTOM FIELDS

    View the data that is important to your business, right inside the activity you are working on.

    Display a customer's purchase history alongside their support case or active project. Use custom fields to highlight priority customers or list market insights.

  • PERMISSIONS

    Manage security, set permissions and create roles to control who in your organization can create, edit, view and delete.

    Turn off modules for employees and limit access for contractors or other third party staff.

  • GMAIL & OUTLOOK PLUGINS

    Manage your entire business without leaving your inbox.

    Simply select any email and instantly turn it into a new sales lead, update a project or solve a support case. Assign tasks and record timesheets from right inside Gmail and Outlook.

  • WEB FORMS

    Create web forms and publish on your site.

    Turn any web form into a sales lead, support request or new contact. Store and report on web form data.

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Discussions & Collaboration

  • Discuss any Activity

    Take any project, sales lead or support case and start an online, threaded discussion.
  • Request Responses

    Call–out for a specific co–worker to respond to a post with our unique Request Response tool.
  • Vote up ideas

    Vote for the smartest ideas and best answers.
  • Follow people & topics

    Follow the people and topics of interest, across your entire organization.

  • EXTEND WITH API

    Use WORK[etc]'s open API to integrate with your internal software, synchronize complex data types or even build new applications around the core platform.

  • SEARCH EVERYWHERE

    Search for anything across your entire business. Use smart filters such as object or activity to quickly refine results.

  • CUSTOMER PORTAL

    Give your customers' access to secure self-service portal to lodge support tickets, pay invoices and view knowledgebase articles.

  • DOCUMENTS

    Upload and share documents and files. Attach files to projects, sales leads and support cases and integrate with Box.com and Google Drive.

  • EMAIL CAMPAIGNS

    Create smart marketing lists and action targetted campaigns. Anti–spam compliant and detailed reporting.

  • CONTACTS SYNC

    Synchronize contacts across your devices, Google Accounts, Outlook and even between your co–workers. Safe timeline tool lets you review and correct sync conflicts before it is too late!

 GET STARTED