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

CRM with Billing: Big Efficiencies That Mean Money

A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.

Tools of the Trade: What Makes a Good Business Management Platform?

Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.

4 Time-Saving WORKetc Tricks for Power Users

WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.

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.

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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