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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Real Users Reveal How They Save Time with WORKetc’s Mobile Apps

We know using a mobile CRM can benefit a small business, but how exactly can it do that? We went and asked real WORKetc customers how they use our Android and iOS apps to work, run, and manage their businesses efficiently and effectively, anytime they need to, wherever they may be.

How To Sell Your Team On A New CRM—And Keep It From Failing

No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.

How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.

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