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.
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Featured Posts

The Underperforming 10% of Your Team Can Burn Your Small Business

If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.

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.

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.

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.

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

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.

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