Never lose sight of key milestones and keep VIPs and clients happy.
Find what you’re looking for fast via instant search and smart filters.
Keeps data safe from the outside and maintain complete control from the inside.
Update paper systems and tired processes. WORK[etc] consolidates a complete suite of business tools and software into one simple platform for the growing business.
WORK[etc] is a complete business management platform with CRM, projects, billing and more all tied together in one simple program. This means one place for everything from staff and customers to budgeting and billing.
WORK[etc]’s unique Activity History allows users to instantly view every interaction and activity tied to a contact. Save complex searches for quick and easy snapshots of key data to keep business owners, contractors and project managers informed.
Capture every piece of information tied to any contact, from timesheets to invoices and from support notes to quotes. Because everything is linked, WORK[etc]’s instant search and smart filters help users find what they’re looking for fast. They can also keep track of standard reports with complex searches, which can be saved and reviewed at any time.
How a web based CRM can keep this financial firm from drowning in a sea of paper reports
The paperless office has a number of unique advantages. As this USA-based consulting and financial advice company learns, increased efficiency and productivity are just two of them. Click here to read more.
Contact chaos? How this industrial sales firm can use an online CRM to consolidate their contacts
Once you’ve been in business for a long time, it can get hard to keep track of all the contacts and client histories that you’ve collected. As this Oklahoma-based industrial equipment sales company learns, keeping them in dozens of notebooks is far from the most efficient solution. Click here to read more.