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Capture, track, and nurture leads from a single company-wide platform. Close more sales with custom deal stages, sales processes and multiple pipelines.
Capture, prioritize, and close leads effortlessly from within WORKetc's unified ecosystem. No tab-switching needed.
Auto-Generate Leads
Skip the manual grunt work. Webforms do the heavy lifting to instantly turn interest into actionable leads.
Tailor Your Sales Journey
Why settle for one-size-fits-all? Create custom sales stages to track and report on what really matters to you.
Integrated Quotes and Estimates
Keep your sales pitch and data in sync. Build and link quotes or estimates directly to your leads.
How Context Switching Leads to Lost Productivity
Convert internal work activities or web forms into leads effortlessly.
Assign the right agent and set your unique sales process.
Execute tasks, move through your sales stages, and land the deal.
WORKetc makes it easy to manage leads and contacts with robust profiles, lead capture via forms, and smart segmentation tools. Organize your leads and customers, assign tasks to team members, and nurture relationships with targeted communications.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.