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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Featured Posts

Managing the Messes and Insanity of IT Support

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

Running Four Brands on One Business Management App? Here’s How

How do you run multiple different brands and still have time to host a podcast and regularly speak at conferences? Donna Grindle of the Kardon Group tells us how WORKetc business management app lets her do just that.

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.

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.

Writing Emails That Get You Paid on Time

Every business owner wants to be paid on time. Here's how WORKetc can help you make sure the invoices you're sending out are paid promptly.

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