Sales Management Software: Increase sales, ensure returns.

Does Your Sales Management Software do projects?

And does your project management software do billing?

WORK[etc] combines sales management software, project management, and billing into one intuitive application. Manage your entire business through one system, and no longer worry about huge monthly costs and integration issues.

  • Project management features.
    View all sub projects, to-dos, and related tasks in gantt view. Collaborate on projects with employees and customers. Ensure all projects are finished on time.
  • Sales management software.
    Assign & collaborate on leads, view sales pipelines, set sales actions & alerts, and generate detailed reports. Put clients on your email marketing lists and keep them coming back.
  • Invoice your customers.
    Automatically capture all expenses and payments across your business. Generate reminders for overdue payments automatically. Get expected cashflow estimates.
  • Efficient customer support.
    Send out canned responses for common questions. Create a FAQ or publish knowledge base articles for internal or external use. Turn a support case into a public article with a single click.

No more missing opportunities.

WORK[etc] combines key business management features to help with all business processes. Organize all contacts throughout your business with the use of tags, and all sales leads. Assign sales leads to others, and collaborate on them as a group. Qualify leads, view sales pipelines, set sales actions & alerts, and generate reminders. Close in on sales, and keep customers coming back via email marketing campaigns.

From lead to returning customer.

Because WORK[etc] is an all in one business management system, you can manage the entire client life cycle in one contact management software. Manage a client from the lead stage, and close in on the sale with sales actions. Then manage projects for a client, and collaborate on them as a group – even invite your client to collaborate with you. Then invoice your client, and manage all billing. Every aspect of your relationship through WORK[etc].

Easy and insightful customer support.

Every form of communication you’ve made with a client, as well as all items worked on relevant to that client, will be seen under a client’s profile because of WORK[etc]’s detailed contact histories. Keeping up to date on the specifics of a client relationship is easy when every aspect of your relationship is right in front of you, and contact histories integrate with our helpdesk software to save time on inquiries. Clients will think you never stopped thinking about them.

See all

Featured Posts

4 Quick Hacks for Maximum Gmail Efficiency and Productivity

It's easy to drown in the torrent of emails that flood your inbox everyday. Fortunately for Gmail users, Gmail Labs has a few features that, coupled with the WORKetc Gmail gadget, not only make your inbox more efficient but make you more productive as well.

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.

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.

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.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

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

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo