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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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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