Use Cases

HOW GROWING BUSINESS USE WORK[etc]

Having trouble keeping track of two brands? This company is trying a single-system solution

With two sister brands under their banner, this company needs a way to keep branding separate without leaving a negative impact on efficiency and productivity. They've tried multiple software solution but haven't found the perfect fit yet. Learn how WORK[etc] can help by cutting down the number of apps needed to just one.

Feature-rich shouldn’t mean complicated, as this trade magazine publisher finds out

This publishing company doesn't just put out online and print trade magazines, they also engage in events planning and coordination. As their current system can't quite handle everything they need it to (and its complexity is keeping their older staffers from completely embracing it), they're now on the lookout for a CRM solution that's not only flexible but also easy to use.

Don’t get tied down to an inefficient project management system. Do what this marketing firm is doing.

This marketing firm's current business management system was so inflexible that they had to hire somebody to manually make a list of their support emails. Now they're looking for a far simpler , web based CRM solution.

This MSP startup didn’t want to launch without an all-in-one CRM system. Find out why.

Although still in the planning stages, this UK-based MSP startup knew it needed a flexible CRM system to help them get started on the right foot. Learn how you can build your business around WORK[etc]'s integrated business management system and use it throughout the entire customer lifecycle.

How integrated project management, CRM, and communications tools can cure this construction firm’s problems

This construction firm in Tampa had tried different solutions to its project management woes. Unfortunately, all of their options were too specific and limited in scope. Learn how WORK[etc] can be the all-in-one cloud-based solution to project management, budgeting, costing, and even communication between you and your clients.

Struggling with paper-based reports? Learn how a cloud-based system can turn this engineering company around

This engineering company in Australia was facing a problem all too familiar to others in the construction business: tracking project costs through paper-based daily reports is far too inefficient. Learn how WORK[etc]'s project management tools and app integration features can help keep track of day-to-day progress, whether you're in the office or on-site.

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.

How a hopelessly outdated project database almost kept this IT firm from further growth

This Kentucky-based IT service provider handles everything from rollouts, deployments, and transitions across both North America and Europe. Their current project tracking database is already too outdated to keep up with their continued growth, however. Learn how WORK[etc] can be the all-in-one solution to your project management needs and more.

Don’t settle for a cobbled-together CRM system. Do what this design firm did instead.

This print and digital design firm from the UK has plans to expand, but they’re not confident that they can do so efficiently if they stick to their non-centralized and at times slapdash business process software. Learn how WORK[etc]’s integrated modules can help make the growing pains a lot easier to bear.

Why this high-end web design startup wanted an all-in-one CRM + Project Management system even before they launched

This high-end boutique web design firm from Virginia plans to launch within three months. Find out how WORK[etc]'s flexibility and sheer customizability can help them hit the ground running.

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.

The one system solution to this construction firm’s project management and info tracking headaches

This building science consulting and testing company had to sift through a mountain of notes and emails to find relevant information on their clients and projects. Billing and collections were a hassle, giving the company a hard time tracking down delinquent accounts and losing money in the process. Learn how WORK[etc] can become the all-in-one solution to your project management and CRM needs.

Contact chaos? How this industrial sales firm consolidated their contacts in a cloud-based system

This industrial equipment sales company has been in business for four decades, keeping their long list of contacts and sales histories in notebooks the entire time. Now, they're trying to get their sales team better equipped for expansion. Learn how WORK[etc]'s integrated feature set can help solve your contact and lead management and sales tracking concerns.

All-in-one CRM + project management helps turn marketing mayhem into efficiency and growth

How can a marketing firm best leverage WORK[etc]'s powerful features to further propel company growth forward? Learn the answer to this question and more!

Leverage WORK[etc] to Help your Legal Services Firm Grow

How can WORK[etc] help law firms and other legal services? Why is efficiency important even if I charge on an hourly basis? Find out the answer to these questions and more in this article!

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

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

One of the most mind-blowing conversations I’ve ever had was with a potential client whose support team used spreadsheets to track everything. They had one guy list down every support ticket and conversation he had during the day, and then another person would add those daily lists to one big spreadsheet. That left me speechless […]

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

When I started my first content marketing business I had a very basic idea of what I needed to do: find a customer, do work for them, get paid. That was it. Once I was busy and in business, I realized that I had missed a few important steps. I had to come to grips […]

4 Time-Saving WORKetc Tricks for Power Users

Every minute and second you save, every dollar and cent that you bill—everything counts when you’re running a small business. This is a lesson every entrepreneur needs to learn quickly if they want to stay in business. WORKetc already helps streamline business processes and workflows by integrating CRM, projects, billing, support, and more into one […]

CRM with Billing: Big Efficiencies That Mean Money

The growing use of customer relationship management (CRM) tools by businesses big and small has created a cliche for the digital age: if you want your business to succeed, you’re going to need a CRM. As banal as it is, that statement rings true. Relationships with your customers are crucial, and the tool you use […]

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]