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

Writing Emails That Get You Paid on Time

Every business owner wants to be paid on time. Here's how WORKetc can help you make sure the invoices you're sending out are paid promptly.

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.

4 Time-Saving WORKetc Tricks for Power Users

WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.

CRM with Billing: Big Efficiencies That Mean Money

A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.

Managing the Messes and Insanity of IT Support

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

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