Sales management software for powering your entire business

Sales management software plus a lot more.

sales management software

A sales opportunity may be generated by an employee, a customer, a partner or even from your website. This lead is tagged by WORK[etc] and is tracked through our sales management software. Sales staff can then assign a dollar value, likelihood of success, progress status, actions, notes and follow-ups. By integrating directly with the online calendar and task lists, WORK[etc] helps ensure every lead is pursued until closed.

  • Collect & store leads, no matter the source.
    Getting leads into the system isn’t hard with our lead management software. Bring in new leads from word of mouth, telephone, and e-mail. Or use custom web forms on your website that are already integrated with WORK[etc] so you can store leads directly with no work at all.
  • Qualify and assign leads. Track your progress.
    Set financial values of leads, and assign the probability of a sale, while visualizing the process through your sales pipeline. Get alerts when you’re assigned a lead, assign your lead to someone else, or collaborate on leads together. Our lead management software also allows you to track progress in other ways, such as entering notes and checking out previous notes within our detailed contact histories, or checking your progress by status or stage.
  • Close in on sales by setting sales actions.
    Our sales tracking software provides a bullet proof system for maximizing sales. Work on leads anywhere with internet access, and create sales actions (phone call, meeting, mail brochure, e-mail, etc) as well as proposals all from within the sales pipeline section. Because our sales tracking software works in a real time environment, you’re able to accurately gauge sales outcomes.
  • Sales automation like no other.
    Lead management gets simplified and centralized in our sales management software – just like many other aspects of WORK[etc]. As a user, instantly know the whereabouts of every sales lead across your business, as all information coming into your business comes through WORK[etc]. View all leads on your customizable dashboard, and integrate sales management with your calendar, projects, address book, and billing.
  • Beyond basic lead management.
    Our sales management software goes beyond the basic CRM system phase and makes the transition from lead to customer much smoother. Automatically convert leads into projects, quotes, or invoices. No double entry, no need to switch between applications. Reference any lead information within our detailed contact histories, and even run reports on sales and leads.
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Featured Posts

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.

Work Smarter, Work Faster, and Save Time with WORKetc and G Suite

Need a quick productivity boost? Do more work in less time with WORKetc’s deep G Suite integration.

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.

The Hidden Costs of “Free” CRMs

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

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.

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