When using multiple applications to manage your business, critical project data is spread throughout your CRM, billing, and project management software, resulting in users having to jump back and fourth to do simple tasks.
By consolidating multiple programs into one platform, WORK[etc] allows you to do more with projects. Upon the completion of a sale a lead can be converted directly into a project with all client information coming with. Set a project bduget, manage task lists, and track time spent working on a project using timesheet, milestone, and expense data to create an invoice.
When this accounting firm owner found WORKetc CRM for QuickBooks Online, she immediately dove right in. She got a very firm grasp of the basics but she wanted to learn even more, and that's when the light bulb moment came on.
We're introducing a new "perspective" to the WORKetc mobile CRM app for Android soon along with a host of under-the-hood upgrades to security and navigation. Plus we've got an exclusive pre-release offer for Insiders members.
Every entrepreneur needs to learn how to delegate tasks effectively and productively. WORKetc not only makes it easier to do the delegating, it also makes the all-important follow-up process go faster and smoother.
When you help your customers to the best of your abilities, you're also effectively helping your business grow. Here's how you can manage your support queue more effectively and efficiently using WORKetc's customer service software for small business.
This telecommunications firm’s rapid growth quickly outpaced their archaic business management app, turning it into a ticking time bomb that could affect further progress. It was time to look for something new. Something better.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.