Web based project management:: Your entire business under WORKetc.

WORK[etc] combines sales, project management, time tracking, support, and billing into one software as a service. This allows you to effectively replace multiple, problem-causing integrations with one app.

Worketc CRM - Financial Budgeting

WORK[etc] supports your entire client lifecycle. When a sale is won, convert it directly into project. Choose from 8 different real time views including Gantt charts, project trees, and activity streams. Create nested sub projects and set up completion-dependent tasks. Invite employees and clients to collaborate on projects, and use granular permission settings to control who can see and do what.

  • G Suite Integration
    Sync with Google Contacts, Google Calendar, and access Google Docs inside WORK[etc] projects.
  • Track Custom Data
    Apply custom fields to projects and other items, and run detailed reports on custom data.
  • Project Budgeting
    Create detailed budgets against people, tasks, and activities within a project, and track all spending.
  • Billable Projects
    Bill your projects using timesheet, expense, and milestone data. Turn billable items into invoices instantly.

Related reviews:

See all

Featured Posts

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.

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.

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.

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.

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.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo