Project Management Software, combined with CRM.
When combining project management software with other aspects of your business, you’re bringing collaboration, automation, and efficiency to the core of your businesses operations. Managing projects and collaborating on tasks is much easier when you can reference any information you need without jumping between applications.
Automatically create projects
Save time and effort by automatically converting sales leads into projects, duplicating existing projects, or using project templates. No need to jump to another application to look up contact information or the necessary project information, it’s all stored centrally and ready for you to reference.
Collaborate on everything, with everyone.
Collaboration goes business wide with our web based project management software, and takes place on everything from sales leads and projects to invoices and support tickets. You can even invite clients and contractors to come in and collaborate with you, while setting the permissions on what they’re able to see and do.
Scenario:You take on a new project for one of your clients. You create a project, and invite employees to collaborate on the project with you. After half-way completion, you invite your client to login via WORK[etc] and check on the progress of the project, allowing him to make additional notes about what they would like. You take note of the changes, finish the project accordingly, and invoice them for compensation.
Smarter than your average online project management software.
Handle the most complex of projects in our web based project management software, with the help of features like gantt charts, project dependencies, and nested sub projects. Track all your time through our project tracking software, and have timesheets automatically converted into invoices with a single click.
Get everyone on the same page.
Keep everyone in sync with the help of shared calendars, reminders, and to-do lists. Share documents, add comments to profiles and discussions, and plan meetings from one secure online location. Receive reminders, alerts, and progress updates via email or RSS.
Your projects stay organized for you.
While running a business and managing multiple projects it’s easy to get unorganized. With the help of our online project management tools you can centralize all information by attaching anything to a project. This means any timesheets, invoices, support tickets, tasks, to-dos, discussions, and much more.
Featured Posts
4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
7 Clever Add-Ons That Supercharge Google Drive Productivity
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
WORKetc CRM Success: Celebrating Your Big Wins in 2018
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
4 Simple Tips For Max WORKetc CRM Efficiency From Real Users
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
3 Must-Know Strategies Your Business Needs For Successful Projects
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
-
step
1 -
step
2 -
step
3