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.
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:
Featured Posts
WORKetc CRM Success: Celebrating Your Big Wins in 2018
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
7 Clever Add-Ons That Supercharge Google Drive Productivity
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
4 Simple Tips For Max WORKetc CRM Efficiency From Real Users
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
3 Must-Know Strategies Your Business Needs For Successful Projects
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
-
step
1 -
step
2 -
step
3