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

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.

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.

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.

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.

How To Sell Your Team On A New CRM—And Keep It From Failing

No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.

  1. step

    1

    Start Your Free Trial

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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