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.

 

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Where Your Gadgets Go To Die

This former IT consultant traded the uncertainty of contractual work with even more uncertainty when he switched to IT disposals, but he had a pair of aces up his sleeve: a solid, process-oriented approach and WORKetc.

Running Four Brands on One Business Management App? Here’s How

How do you run multiple different brands and still have time to host a podcast and regularly speak at conferences? Donna Grindle of the Kardon Group tells us how WORKetc business management app lets her do just that.

The Hidden Costs of “Free” CRMs

When it comes to growing your business, "free" CRMs can end up costing you more than you think.

Tried and Tested WORKetc Tips From Real Users Pt. 2

One post wasn't enough to cover all the tips WORKetc users shared about how they use our business management software to grow their business. Here's part two.

Tried and Tested WORKetc Tips From Real Users Pt. 1

We've always made it a point to share tips and tricks, both those we learn in the course of us actually using WORKetc the app to run WORKetc the company and those we gather from real users. Today we're turning the spotlight on how clever users use WORKetc to grow their businesses.

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    Invite Your Team

    Activate your trial account and one-click invitations for your team.

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  3. step

    3

    See It Working

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