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

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.

Top 4 WORKetc App Integrations, As Picked by Real Users

Just like how we don’t force WORKetc users into having only one processes or workflow, we’ve also built in some powerful integrations into the app that lets users have full control over their own specific app ecosystems. Here are the top WORKetc integrations, as chosen by real WORKetc users.

Multitasking is Killing Your Productivity. Here’s How to Save It

Multitasking is a myth—and it's a lethal one for your small business. Here’s how you can keep it from killing your productivity.

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

You can't grow your business successfully without the right apps and tools. Here's a look at the new apps and tools that you need in your small business toolbox to win big in 2018.

4 More Tried and Tested WORKetc Tips from Real Users

Real WORKetc users once again drop some productivity tips on running, managing, & growing your small business to bring you to the head of the pack.

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