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.

Related Reviews

See all

Featured Posts

Unlock Your Site’s Potential With Automated CRM Web Forms

Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.

4 Time-Saving WORKetc Tricks for Power Users

WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.

Tools of the Trade: What Makes a Good Business Management Platform?

Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.

The Underperforming 10% of Your Team Can Burn Your Small Business

If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.

  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