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

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.

Unlock Your Site’s Potential With Automated CRM Web Forms

Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.

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.

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.

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.

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