Salesforce and Project Management combined with one powerful platform

WORK[etc]: All the tools your business needs in one SaaS.

Worketc CRM Financial Budgeting for Business

WORK[etc] combines all of the tools you need to manage your business in one SaaS. If you’re managing sales with Salesforce, you can integrate with Salesforce and project management, as well as billing stay managed in WORK[etc].
WORK[etc] brings your team together and simplifies tracking projects. Manage in 8 different real time views including Gantt charts, project trees, and real time activity streams. Group any other WORK[etc] item with your projects, such as files, tasks, and support cases. Track hours spent as you work on tasks, and log expenses and milestones – and instantly turn these items into an invoice.

  • Salesforce Integrated
    Sync contacts and leads from WORK[etc] with Salesforce – due late 2012.
  • Gmail Integrated
    Use emails to create new entries for contacts, leads, projects, support cases, and other activities.
  • Flow from Task to Task
    Create dependent sub projects & tasks beneath projects that trigger when others are marked complete.
  • Customer Portal
    Invite unlimited clients to collaborate in a unique version of WORK[etc] based on what you share with them.
See all

Featured Posts

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.

7 Clever Add-Ons That Supercharge Google Drive Productivity

Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.

WORKetc CRM Success: Celebrating Your Big Wins in 2018

2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.

  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