Automate important business processes

WORK[etc]: Replace multiple business apps with one.

Worketc CRM - Financial Budgeting
  • Workflow software with CRM, projects, and finances
  • Integrates with Google Contacts, Calendar, and Docs
  • Automate aspects of sales, projects, and billing

Instead of managing your business through multiple online business systems, WORK[etc] integrates all of the tools a business needs into one central app.

Bring in leads through web forms or by email, and qualify leads using custom sales stages. Changing the status of a lead can trigger a follow up email, sales action, or other task. Have won sales automatically converted into projects, quotes, or invoices. Collaborate on projects and create dependent sub projects and tasks that don’t start until others are completed.

  • One place for Everything
    Keep all of your data in one place. Manage contact lists, timesheets, support cases, user permissions, custom fields, and more.
  • Manage from Anywhere
    Use native mobile apps for iOS and Android to update leads, manage projects, and communicate with your team.
  • [Work] From Gmail
    Easily turn an email into a lead, project, or contact from inside Gmail, or update existing activities.
  • Easy Invoicing
    Use billable items such as expenses, timesheets, milestones, quotes, and other items to create invoices.
See all

Featured Posts

Could Your Business Manage 100+ Projects a Day 35% More Efficiently? This Company Did.

Tracking, managing, and updating 100 active projects a day, each with two very different customer types, was too much for home repair firm HOCOA San Diego's old CRM. Company owner Sam Goodwin tells us how he did it all while increasing efficiency by 35% with WORKetc.

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.

3 Quick Steps to Maximize Your Email Marketing Profits

Not all your customers are the same. Here's how WORKetc's automated tags help you segment and target your audience for maximum returns on your email marketing campaigns.

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.

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