Workflow management software

Flow from task to task.

small business workflow management software

Because our small business software combines a variety of aspects of business management, users are able to take advantage of the workflow software in WORK[etc]. Manage all business information in one place, manage all customers through their entire lifecycle in WORK[etc] alone, and simplify processes while automating some entirely.

  • Do everything in the one business workflow app

    As a small business you deal with securing clients, doing projects for them, and getting paid. Instead of doing this through separate applications; you can manage the entire lifecycle through our management software. All of their information is kept in one secure location, and going from step to step with your client becomes that much simpler.

  • Dependent projects ensure you’re staying on track.
    Using our workflow software to manage your small business will make getting unorganized a separate task within itself. Use features such as project dependencies to make sure a process is always being followed, and keep everyone up to date on what needs to be done through reminders, to-dos, and shared calendars.
  • One place for absolutely everything.
    Manage your entire business through WORK[etc] and rest assured all your business data is kept safe and secure with us. Our small business workflow software is your one stop location for all documents, client information and histories, billing data, project history, timesheets, and inner-business communications. With this much information, reports become heavy with insight!
  • Know your relationships, get the insight you need.
    With WORK[etc]’s small business CRM, you get to store every communicative detail with clients, potential clients, contractors, or fellow staff. Our detailed contact histories list all communications ever made with a contact, centrally. Easily filter history results for activities such as timesheets, to-do, events, projects, sales opportunities, and much more.
  • Benefit from Workflow Automation.
    Start automating your workflows by managing your entire business in one system. Easily automate many tasks, such as having leads automatically converted into projects, quotes, or invoices. Or have timesheets turned directly into invoices with all necessary contact information with a single click.
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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.

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.

Top 4 WORKetc App Integrations, As Picked by Real Users

Just like how we don’t force WORKetc users into having only one processes or workflow, we’ve also built in some powerful integrations into the app that lets users have full control over their own specific app ecosystems. Here are the top WORKetc integrations, as chosen by real WORKetc users.

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.

Real Users Reveal How They Save Time with WORKetc’s Mobile Apps

We know using a mobile CRM can benefit a small business, but how exactly can it do that? We went and asked real WORKetc customers how they use our Android and iOS apps to work, run, and manage their businesses efficiently and effectively, anytime they need to, wherever they may be.

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