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

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.

Managing the Messes and Insanity of IT Support

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

Where Your Gadgets Go To Die

This former IT consultant traded the uncertainty of contractual work with even more uncertainty when he switched to IT disposals, but he had a pair of aces up his sleeve: a solid, process-oriented approach and WORKetc.

Running Four Brands on One Business Management App? Here’s How

How do you run multiple different brands and still have time to host a podcast and regularly speak at conferences? Donna Grindle of the Kardon Group tells us how WORKetc business management app lets her do just that.

Writing Emails That Get You Paid on Time

Every business owner wants to be paid on time. Here's how WORKetc can help you make sure the invoices you're sending out are paid promptly.

  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