Win more sales with custom sales quotes and estimates

Everything you need for your business:

  • Manage Sales Quotes, estimates, and product lists
  • Integrated projects and billing software
  • Create and update sales inside Gmail

When online business systems don’t include everything a business needs, users are forced to add in additional, poorly integrated systems with high costs that bring inefficient workflows.

Worketc CRM Financial Budgeting for Business

WORK[etc] allows you to track your sales as well as everything past the sale in one app. Directly convert won leads into projects, quotes, or invoices. Manage support issues, projects, and task lists, and easily track time on each. Group products to invoices and create subscription products that can be managed centrally in your product catalog.

  • Manage Your Pipeline
    View leads in a visual sales pipeline with custom stages. Assign leads or work on them together
  • Sync with Google Services
    Automatically sync WORK[etc] with Google services such as Contacts, Calendars, and Google Docs
  • Mobile Sales
    Create new leads and update existing WORK[etc] activities using apps for iOS and Android
  • Email Marketing
    Create campaign lists based on location, purchase history, custom tags, and other values

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Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.

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.

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.

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 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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