Use lead management software in combination with projects to power your business.

Client relationships often consist of much more than just closing a lead. Companies with SaaS apps that don’t accommodate the rest of their relationships are required to do in with costly integrations that become an inefficient hassle.

Worketc CRM - Financial Budgeting

WORK[etc] supports your entire business lifecycle by including projects, time tracking, support, and billing. Once a lead has been won it can be converted into a project, quote, or invoice – with all relevant lead data coming with. As a relationship progresses, projects, support tickets, and correspondence can be managed centrally, and all billable items relating to your client can be seen on a single screen.

  • All data in one place.
    One central location for all task lists, sales leads, contacts, projects, finances, and employee permissions.
  • Product Lists
    Manage product catalogs and attach products to invoices and leads. Group custom fields on to any module.
  • Capture Client Histories
    View complete project, sales, purchase, and support history under a contact’s profile.
  • Custom Sales Stages
    Use web forms to bring in leads and create custom sales stages with probability and expected cash values.

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