One Sales force login to support your sales, projects, and finances.

By combining all of the tools you need to manage your business in one collaboration software, WORK[etc] helps support sales relationships, project management, and business finances all at the same time.

Worketc Project Budgeting

WORK[etc] provides your sales team with the tools it needs to manage opportunities and close sales with efficiency. Bring in leads through web forms, by email, or another source, and have them filter into a lead pool. Assign leads to others or collaborate as a group using discussion threads, custom sales stages, visual pipelines, and Gmail integration. Once a lead has been won, convert it into a project, quote, or invoice.

  • Customer Portal
    Invite clients to login and collaborate in a unique version of WORK[etc] based on what you share with them.
  • Gmail Gadget
    Attach emails to activities and create new leads, contacts, and support cases using email data from inside Gmail.
  • Manage Projects
    Collaborate in projects using 8 different views including Gantt Charts, project trees, and real time activity streams.
  • Capture Billables
    Instantly turn any timesheets, expenses, milestones, and other unbilled business charges into an invoice.

 

Related reviews:

See all

Featured Posts

4 Tips for Maximum Timetracking Efficiency with WORKetc

Just having a time tracking app isn’t enough to gain the benefits of religiously logging time spent on everything from nurturing sales leads to managing projects and support cases. Here are our 4 top tips to maximize the tangible returns of your time tracking efforts.

New Gmail is Coming For Everyone. What You Need to Know.

The new Gmail redesign will be every Gmail user’s only reality within the next four months. Prepare your business for the future by getting familiar with these five useful new Gmail features.

One Small Change. 22 Extra Days Per Year.

Home improvement company owner Sam Goodwin knew he needed the right tools to efficiently manage 125 projects per month. He reveals how WORKetc helped him do that—and gain an extra 22 workdays per year in the process.

The Secret to Keeping Remote Workers Connected Using One App

Managing remote workers is very different from managing a team working within the four walls of a traditional office. Here’s how real users are using WORKetc to keep their remote teams connected, collaborative, and productive.

How WORKetc is Helping This Small Business Help Other Businesses Grow

Taking their cue from the Fibonacci sequence of numbers that form the basis of designs such as the staircase above, this database master and financial expert combo is melding math (finance) and nature (data architecture) to help multimillion-dollar businesses grow. Here’s how they’re doing it with the help of WORKetc.

  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