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

Unlock Your Site’s Potential With Automated CRM Web Forms

Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.

The Underperforming 10% of Your Team Can Burn Your Small Business

If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.

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.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

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  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