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.
See all

Featured Posts

4 Quick Hacks for Maximum Gmail Efficiency and Productivity

It's easy to drown in the torrent of emails that flood your inbox everyday. Fortunately for Gmail users, Gmail Labs has a few features that, coupled with the WORKetc Gmail gadget, not only make your inbox more efficient but make you more productive as well.

4 More Tried and Tested WORKetc Tips from Real Users

Real WORKetc users once again drop some productivity tips on running, managing, & growing your small business to bring you to the head of the pack.

Top New Apps to Automate, Manage, & Grow Your Small Business in 2018

You can't grow your business successfully without the right apps and tools. Here's a look at the new apps and tools that you need in your small business toolbox to win big in 2018.

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.

Multitasking is Killing Your Productivity. Here’s How to Save It

Multitasking is a myth—and it's a lethal one for your small business. Here’s how you can keep it from killing your productivity.

  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