Use Cases Categories Accounting & Financial Services : WORKetc Business Management Software | CRM, Project Management, Billing
USE CASES

HOW GROWING BUSINESS USE WORK[etc]

This financial firm didn’t want to drown in paper reports, so they looked for a cloud-based all-in-one CRM solution

This USA-based company offers business consultancy and financial advice to developing companies in the oil, gas, and real estate industries. The trouble is, their fast growth has led to a surplus of hard-to-track paper reports, emails, and spreadsheets. Learn how WORK[etc]'s cloud-based business management tools can help keep you from drowning in a sea of paper.

The simple, all-in-one solution to this accounting firm’s complicated problems

This California-based accounting firm is having problems getting the entire team to get completely on board the system they are currently using as it’s “a little bit overly complicated”. Learn how WORK[etc]’s intuitive, easy-to-use cloud-based system can break down the barriers to full implementation without sacrificing its powerful suite of business management tools.

How an accounting firm can manage the entire customer life cycle with one cloud-based solution

Each year, you probably dream of sailing through tax season and winning a stream of client accolades and new referrals. Why not make that happen with a simple, powerful solution that redefines the meaning of efficiency?

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WORK[etc] blog

New Gmail is Coming For Everyone. What You Need to Know.

Google’s new Gmail redesign packs plenty of productivity-focused features. If I were to describe Gmail’s new design in one word, it would be “divisive”. Some users have praised the clean new interface, while others have condemned the exact same thing for wasting too much screen space. Part of the pushback comes down to a simple […]

One Small Change. 22 Extra Days Per Year.

HOCOA San Diego reclaimed up to a month’s worth of extra work days with WORKetc CRM. Any project manager worth his or her salt knows that communication is key to a successful project. And in today’s world, “communication” usually means email. HOCOA San Diego has built a name for itself as something of a concierge […]

How WORKetc is Helping This Small Business Help Other Businesses Grow

Staircase based on the number sequence introduced by the man Filius Bonacci is named for. Hiring a consultant used to be prohibitively expensive. Unless you were running a multi-million-dollar company yourself, chances are you wouldn’t have pockets deep enough to engage the services of a then-typical consulting firm. But with technology helping small businesses grow […]

4 Tips for Maximum Timetracking Efficiency with WORKetc

Ditch the hourglass; maximize your timetracking efficiency with WORKetc CRM. Timetracking used to be a pretty painful affair, and I admit: I used to hate doing it. I remember this really old timetracker that I used well over a decade ago. All it could do was create a text file of everything I entered into […]

The Secret to Keeping Remote Workers Connected Using One App

From time tracking to collaborations, here’s how WORKetc helps you manage your remote teams. According to the latest State of the Remote Job Marketplace report by remote jobs search site Flexjobs, one thing is clear: The traditional office is dying; the future of business is remote. The report found that 43% of U.S. workers now […]

How To Handle 4X the Support Calls with One Simple Change

IT firm tekRESCUE keeps IT support at “a manageable level of insanity” with WORKetc. IT can be a messy business. Just ask Randy Bryan, the founder of San Marcos, Texas-based IT firm tekRESCUE. “There are a lot of emergencies; always a lot of unknowns,” he told us last year, “A lot of messiness comes out […]