Web based CRM, Project Management & Collaboration.
The all in one cloud computing platform.
WORK[etc] powers 1200 fast-growing businesses across 14 countries with its small business software.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the single cloud computing platform. This means just one software solution for your entire business.
One place for your team to collaborate. One place to sell, deliver and support customers. And with WORK[etc]'s cloud based web and mobile apps, you can manage your business at work, at home or on the road.
So say goodbye to painful integrations and multiple costly web apps. Say hello to big-time productivity and efficiency when you grow your business on WORK[etc].
Vanzari
- USA Sales: (+1) 800 322 7860
- UK Sales: (+44) 0800 998 9860
WORK[etc] powers 1200 fast-growing businesses across 14 countries with its small business software.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the single cloud computing platform. This means just one software solution for your entire business.
One place for your team to collaborate. One place to sell, deliver and support customers. And with WORK[etc]'s cloud based web and mobile apps, you can manage your business at work, at home or on the road.
So say goodbye to painful integrations and multiple costly web apps. Say hello to big-time productivity and efficiency when you grow your business on WORK[etc].
PERMISSIONS AND WORKGROUPS
Protect your confidential information and control who can do what, across your business with deep-level permission control of employees, customers and contacts.
Create Roles and Workgroups to make managing and assigning work easier.
Every WORKetc activity is included, from projects and sales to support cases, invoices and more.
- Control who has access to what tools and data
- Turn access on or off for each module, selecting between view-only, modify, or no access
- Hide unused modules from employees with no access rights
- Disallow contact lists and other data to be exported out of your WORKetc account
- Use Roles to define a common set of permissions to make setup a breaze.
- Use Workgroups to create teams within your business.
VIEW EVERYTHING ABOUT YOUR CUSTOMER
WORKetc allows you to capture every single activity related to each of your contacts.
You can then view the entire history of your team’s interaction with that contact on one screen.
Every WORKetc activity is included, from projects and sales to support cases, invoices and more.
- Timeline every interaction with a contact
- View projects, customer support cases, invoices, timesheets, miscellaneous communications and more
- Filter activities by type and date ranges
CUSTOM FIELDS THAT WORK
Every business is different and uses different information to manage customers and activities. WORKetc allows you to create custom fields in your database and view those entries anywhere in WORKetc.
For example, you can view custom fields against activities such as projects, sales leads, contacts, support cases and more.
- Capture and store custom data specific to your business
- View custom fields in the same places you view contacts, support cases, projects, sales leads, and invoices
- Select from pre-defined fields such as dates, numbers, products, text fields, flags, uploaded documents, and selection lists
- Store delivery instructions, highlight priority customers, or list installed equipment
TAG ANYTHING
Tags help describe your contacts in a way that is meaningful to everyone in your organization in one simple to use, standardized system.
By taking the time to set up Tags properly, you can create a contact list that is able to be searched by anyone using WORKetc in your business.
- Assign snippets of information to contacts to classify them, like using hashtags in Twitter
- Use these Tags to automatically classify and assign contacts
- Search for Tags as part of complex searches
FLUID RELATIONSHIPS
WORKetc’s flexible and unlimited contact structure allows you to capture your relationships with companies and individuals – and their relationships with each other.
- Create company contacts with unlimited connections, branches and departments
- Record unlimited contact details such as phone numbers, e-mails and office addresses
- Link individuals to one or multiple companies
- Capture fluid relationships between all contact types
CAN WORK[ETC] DO THIS?
- Can I customize my support case statuses?
- Can I use my companies existing support email address for support cases?
- Do you guys have canned replies?
- Can I create timesheets within support cases?
- Are people notified when support cases are reassigned?
- Can I reassign cases to other people?
- What if I want to leave a comment for somebody can I do that in WORK[etc]?
- Can I set a reminder for myself inside the support case?
- Can I upload files to WORK[etc]?
- Can I create a customer-facing knowledgebase?
- Do you guys integrate with Box.com and Google Docs?
- Can anyone in my company upload documents?
- Can clients upload documents via the customer portal?
- Can I embed videos and images into the knowledgebase?
SAVE TIME WITH TEMPLATE RESPONSES
Every business receives a number of common questions and concerns. WORKetc allows you to save time by adding a library of common requests and responses to your help desk.
And by keeping the library up to date, you ensure your support team always has access to the best information available.
Create a library of common problems, solutions, and responses
Access responses directly inside of support cases and automatically customize using merge fields
Like it or loathe it, e–mail is at the centre of every modern business.
And the ability to turn emails into actions is the key to an efficient and productive business.
WORK[etc]’s Gmail wigdet and deep Google Appls integration lets you manage your day–to–day work without ever leaving Gmail.
With just a single click you can take an email and turn it into assignable actions. This saves countless hours of copying and pasting. And because everything happens in Gmail, you never have to worrying about forgetting an important item or misplacing an urgent task again.
right content
Guests
We love our guests
- Guest 1
- Guest 2
- Guest 3
TURN ANY EMAIL INTO A SUPPORT CASE, SALES LEAD OR PROJECT UPDATE.
Like it or loathe it, email is at the center of every modern business.
And the ability to turn emails into actions is the key to an efficient and productive business.
WORK[etc] is more than a CRM with deep G Suite integration; its Gmail widget lets you manage your day–to–day work without ever leaving Gmail.
With just a single click you can take an email and turn it into assignable actions. This saves countless hours of copying and pasting.
And because everything happens in Gmail, you never have to worry about forgetting an important item or misplacing an urgent task again.
Record time–sheets Attach customer notes Attach Documents Update project progress Capture expenses Assign Support Tickets Assign Support Tickets Capture expenses Update project progress Attach customer notes 2–way contact sync Record time–sheets 2–way contact sync Create new sales lead Attach Documents
Discussions & Collaboration
COMPANY-WIDE BILLING SOFTWARE
When every employee across every department and location can lodge billable items into the same online platform, you not only ensure everything is captured, but also eliminate mistakes from costly double entry.
One online business system means no mistakes and no missed revenue.
What's more, WORK[etc] makes it easy to manage complex tax rules and keep a handle on discounts and offers. Automatically track late payers and integrate simply with popular accounting software.
ONE PROJECT, MANY VIEWS
On every project there are people performing any number of different roles. Different roles require different work styles.
For example the project manager needs a Gantt Chart to help them visualize progress, a contractor makes best use of a simple project tree to access a task list and, for daily updates, the activity view lets you quickly identify what is happening right now.
WORK[etc] lets everyone involved in your project access the information most relevant to them. Simply switch between different project views to find what you're looking for fast.
FLUID CONTACT MANAGEMENT SOFTWARE
WORKetc's flexible and unlimited contact structure allows you to capture your relationships with companies and individuals – and their relationships with each other.
- Contacts with unlimited connections, branches and departments.
- Record unlimited contact details such as addresses.
- Link individuals to one or multiple companies.
- Tag, store notes, and create custom fields.
- Synchronize contacts with social media, G Suite, Outlook and more.
LEAD MANAGEMENT & SALES PIPELINE
Automate and manage the sales process by tracking leads across your entire business and giving your team the tools to close new business:
- Capture leads with web forms, from your inbox or on the road with our native mobile apps.
- Create custom sales workflows for different products, industries or customer types.
- Use custom fields to view relevant information inside of each lead.
- Collaborate by discussing lead opportunities online with your team.
- Assign values and define close-probabilities for accurate reporting
- View your company-wide sales pipeline and drill down by employee or custom workflow.
CRM SOFTWARE FOR EVERY INTERACTION
Every activity and interaction with a contact is captured online. Whether it is a sales email, support ticket, invoice or product purchase, WORK[etc] stores these events in an easy to browse timeline.
- Search and filter the customer activity history by keyword, activity or employee interaction to find what you need fast.
- Create always-up-to-date smart lists from complex contact variables and use those lists for marketing, reporting and more.
- Instantly tag contacts for quick identification and classification.
- Sync contacts from cloud services and G Suite.
CAN WORK[ETC] DO THIS?
- Can I create new items such as todos and projects inside the WORK[etc] G Suite Email Gadget or Microsoft Outlook Add-In?
- Does the WORK[etc] G Suite Email Gadget automatically appear when I’m viewing emails?
- Can I forward my work emails into WORK[etc]?
- Does WORK[etc] pull in the attachments along with the email itself?
- Does WORK[etc] file emails away into the appropriate contact history?
ON THE CLOUD, FAST & SECURE
Work with your team from the office, on the road or at home. Secure and private access to the information that you need to get your job done.- Redundant infrastructure for 99.996% up time. Enterprise-strength SSD database servers.
- Daily, off-site full backup of all your data. Export your data any time.
- Akamai performance network ensures fastest route between you and the cloud. Even in bad internet neighbourhoods.
- SSL 128bit encryption, EU Safeharbour standards, PCI Compliant and Trustee Certified
SUPPORT THAT DRIVES YOUR PRODUCTIVITY
Our support specialists go beyond technical support providing the help you need with systems, processes and getting the most out of WORK[etc].- Live screen-sharing, seminars & training
- User-driven feature suggestions
- 200+ five-star reviews @ Google Marketplace
- 200+ real customer testimonials on the high level of support we provide
- Detailed user manual and training videos
- In-app dynamic glyphs for instant tips and pointers
STREAMLINED USER-INTERFACE
Maximize productivity with a user interface that is designed for speed and intuitiveness.- Attach any activity in Wetc to any other activity
- Smart menu system remembers your recent projects, leads and support cases
- Filtered search results to find what your looking for fast
- Extensible dashboard widgets putting relevant information right in front of you
WORK FROM YOUR INBOX
Effortlessly run your business from your inbox with smart email integration and plug-ins for Gmail and Outlook.- Synchronise contacts you choose between your email client and Worketc
- Take any email and create a new project, assign a sales lead, update a support case and more
- Send only the important emails into Worketc
DO MORE THAN EVER BEFORE
Teardown the barriers between sales, support, project and management teams. Every part of your business working from the same platform.- Manage projects, close deals, bill customers and solve support cases all in the one software
- Enable collaboration between your sales, support, project, finance and management teams
- View your customer’ss entire activity timeline
- Reduce internal IT costs with rapid cloud deployment and eliminate risk from custom development or integrations
ALL IN ONE PLATFORM
Run your business or division hassle-free with WORK[etc]‘s unified business management platform.- All the tools you need to manage your team
- Consolidate multiple apps into the one platform
- CRM, Projects, Invoicing, Help Desk & more
- iPhone, Android and Web Apps
- Inbox, Outlook & Gmail Add-ins
- Open API and integration tool set.
CAN WORK[ETC] DO THIS?
- Can I create a different set of custom fields for each item in WORK[etc]?
- Do you guys have a Google Docs or Box.com integration?
- If I upload a file via Google Docs and set permissions on it, will those permissions be maintained even in WORK[etc]?
- These smart lists can be exported to excel, right?
- Can I synchronize my calendar with Google Calendar?
- Can I see other people’s events in WORK[etc]?
- Are calendar event entries stored in a client’s contact history for easy filtering?
- Can I synchronize my contacts with G Suite Contacts? Is it a two-way sync?
- Is the synchronization a two-way sync?
- Can I setup multiple syncs with different Google Calendars?
- Does the G Suite Contact Sync allow me to select which contacts I want to sync?
- Does the G Suite Contact Sync have a conflict resolution tool in case both records were modified since last sync?
- Can I import my contacts via CSV or XLS?
- Can I have virtually an unlimited number of contacts?
- Do you guys have an update tool?
- Can a contact have more than one email address associated with it?
- Can I export out my contacts via CSV or XLS?
- Can I email my contacts?
- Can I search for contacts that fit x-criteria?
- Can I turn off access to contacts so that people can only see contacts that I want them to see?
- If I send out an email, can I see a copy of that email in the contact history?
- If someone is seasonal, can I just disable their WORK[etc] license versus having to delete them?
2 WAY CONTACT SYNC WITH GMAIL & OUTLOOK
Smart two-syn with your Outlook and Gmail accounts.
- Two-way synchronization with Google contacts and calendar
- View your contact’s previous history with your business within Gmail
- Outlook add-on and synchronization
- Time-machine contact conflict resoltion tool to resolve issues where data just does not match
INTEGRATE WITH BILLING, PROJECTS, SALES, AND MORE
Customer support is never an isolated function, but must work across divisions such as sales, deployment and billing.
By integrating support cases directly inside of all areas of WORKetc, we ensure the customer is always looked after. Suddenly your sales people are talking with your customer support people, and project issues can be assigned to the right person.
Directly associate support tickets with billing, timesheets, projects, sales, and more
- Timeline every interaction with a contact
- View projects, customer support cases, invoices, timesheets, miscellaneous communications and more
- Filter activities by type and date ranges
FILTER DATA YOUR WAY
Every company with a help desk needs to monitor the performance of its staff and the satisfaction of customers. Using detailed views and filters, you can get a 360° picture of how your help desk is performing, or even the performance of an individual agent.
- Choose how your support data is displayed in different views
- Filter any cases by agent, customer, time, priority, or status
- Follow individual support agents
CAPTURE HELP REQUESTS FROM ANYWHERE
Providing fast and reliable support for your clients is vital to retaining customers.
WORKetc gives you a variety of tools to capture support requests, so no matter how your client prefers to reach out to you, you always get the message.
- Use live support, Web Forms, or specially monitored e-mail addresses to capture support requests
- Track information no matter where it comes from with automatic updates
MANAGE YOUR ENTIRE BUSINESS FROM G SUITE
- One platform for CRM, projects & billing
- Turn emails into support tickets, sales leads and project updates
- Two–way contact sync & resolution
- Web, Android and iOS Apps
WATCH CLIP
WORK[etc] for G Suite Overview (82 seconds)
INSTANTLY TURN YOUR BEST IDEAS INTO TASKS, PROJECTS, SUPPORT TICKETS AND SALES.
Assign tasks
Take any note in Evernote and add the tags #ToDo and #Name to turn that note into a task. Add #Date to create a due date.
Update projects
Sync your WORKetc projects into Evernote and then create notes. Those notes are turned into project updates and people in your team notified.
Create sales leads
User Evernote to capture opportunities on–the–go, then add the tags #Sales and #Name to automatically create a sales lead and have it assigned to your team.
Private or public?
Choose which notes you keep private and which notes to share with your team.
Attach CUSTOMER NOTES Send research to a project Update project progress Capture expenses Assign Support Tickets Create new sales lead
Online CRM & Project Management Software for:
- Advertising, PR and Digital Marketing Firms
- Web design, software and development
- Management and business consultants
- Light commercial and manufacturing
- MSP, technology support and services
- Construction, architecture and engineering
- Property, real estate and leasing
- Accounting firms and financial advisers
- Boutique law firms and attorneys
- HR, training and development team
- Every fast growing businesss
WATCH CLIP
All–in–one web based CRM software:
- Lower total cost than purchasing individual tools
- Eliminate costly integrations and multiple logins
- Train and support one system, instead of many
- Effortlessly keep everyone on the same page
- Drill down into every single customer interaction
MANAGE YOUR ENTIRE BUSINESS
IN THE CLOUD.
- Online CRM, Projects, Billing, Help Desk & more.
- Centralize team and customer collaboration.
- Work from anywhere. Bring remote teams together.
All features, free for 14 days. No credit card required.
![WORK[etc] screen shots](https://wetc2.wpenginepowered.com/wp-content/uploads/2013/05/homepage_feature1.jpg)
BRING CUSTOMER SUPPORT TO EVERY DEPARTMENT, EVERY LOCATION
Customer support is never an isolated function, but must work across divisions such as sales, deployment and billing.
By integrating support cases directly inside of all areas of WORKetc, we ensure the customer is always looked after.
Suddenly your sales people are talking with your customer support people, and project issues can be assigned to the right person.
CAN IT DO THIS?
- Can I synchronize with accounting software?
- Can I customize the look and feel of my invoices?
- Can my customers pay invoices via a self service portal?
- Can I selectively apply taxes to some products and not others?
- Can I include additional information on invoices such as detailed descriptions?
- Can I use my mobile device to enter and track time?
- Can I track overdue payments and record partial payments against invoices?
PRODUCTS & QUOTES
WORK[etc]'s integrated business management software means you can simply take a lead and turn it into a quote. With one click that quote can become a project, a product sale or invoice.
Managing subscription-type products is easy with WORK[etc]. Simply set up and forget with the safety of knowing WORK[etc] will automatically create an invoice every subscription period.
- Maintain a central catalog of all your products, whether they be phyiscal items or service based.
- Create billable items by selecting products from the catalog.
- Create quotes and instantly turn them into invoices.
PAIN–FREE TIME TRACKING SOFTWARE
If time–sheets are slow to use or a hassle to navigate, your team is going to struggle to keep up to date. WORK[etc]'s timesheet module gives you a range of options and flexibility to record the right information no matter where you are working from.
- Enter timesheet data in the style that suits you: calendar, line or group entry.
- Choose from recording simple data or require your team include detailed descriptions.
- Use the Android or iPhone apps for remote access to timesheets.
- Use the cross-platform desktop timer to capture time without having to access the web application.
CAPTURE AND MANAGE EVERY BILLABLE EVENT, ACROSS YOUR ENTIRE BUSINESS.
Cash-flow is the key to business success, and at the heart of that is capturing every billable item.
But unfortunately many businesses find expenses go missing, time-sheets are not entered, milestones missed and discounts liberally offered.
WORK[etc] solves this problem by building powerful time and billing software directly into its unified business management software.
This means every timesheet, milestone, expense and sale is automatically captured and accounted for. A central invoicing dashboard ensures invoices are approved, generated and tracked.
By integrating a powerful billing engine with sales, projects and support, WORK[etc] ensures every dollar is billed accurately and on time.
CAN WORK[etc] DO THIS?
- Set up deep nested projects with an unlimited number of levels?
- Assign workgroups to projects and control access with permissions?
- Collaborate with my customer through a self serve portal?
- Send emails from my inbox and attach to a project?
- Update projects on the road with an iPhone or Android app?
- Clone projects and create project templates?
- Create dependent tasks and trigger alerts?
PROJECT BUDGETS, EXPENSE AND INVOICING
Make sure your project remains profitable and on track by managing timesheets, labour costs, expenses and materials. With WORK[etc] every billable item is automatically captured and available to the billing engine, ensuring that revenue is never overlooked again:
- Create detailed budgets against people, activities, and tasks within your main project
- Create billable items such as milestones, timesheets, and expenses within your project
- Automate billing tasks and generate reports around activities, employees, timesheets and more
PROJECT MANAGEMENT SOFTWARE THAT WORKS
Most project management tools are glorified folders; a place to just dump everything. Any sort of activity to be actioned inside a project, WORK[etc] actively helps you actively manage your project.
What this means is that everything related to your project is properly structured within your project view. No more diving in and out of server folders or scrolling through e–mails to find that critical update.
Simply record timesheets, upload documents, create support cases, add expenses, create emails and start discussions from right inside of your WORK[etc] project.
ONLINE PROJECT MANAGEMENT WITH CRM, HELP DESK AND MORE.
Robust project management and operations is the key to any successful business.
Without the systems and processes in place to efficiently manage, even the smallest of businesses will come to a grinding halt.
Quality of work drops, deadlines missed and customersover–promised and under–delivered. Support issues go unsolved and all important revenue never collected.
Projects never happen in isolation alone. Your projects and operations team must be connected to the sales team, to the support team and to the finance team.
WORK[etc] connects every department in your business with its unified business management software for the cloud.
CAN WORK[ETC] DO THIS?
- Can the contact management software handle unlimited contacts?
- Can we create custom sales stages for different products, industries or regions?
- Can we create, assign and update sales leads from our iPhone and Android phones?
- Can I create enterprise-level reports on sales and filter by rep, product, region and more?
- Can I browse and filter a timeline of every interaction with a contact?
- Can I create an email template library and send sales emails from within WORK[etc]?
- Can I create leads without leaving my inbox, Gmail or Outlook email client?
CUSTOMER LIFECYCLE. FROM LEAD TO SALE, AND BILLING TO SUPPORT.
Growing businesses know that sales no longer lives in a vacuum. To grow a business, to turn a profit, everyone in your team must be a part of customer relationship management.
That means your support team must continue communicating benefits, your sales team must know the customer history and deployment must be up to date with all that has been offered.
Sounds like common sense? Why then do most software products focus on only one part of the equation? They do only sales or project management.
WORK[etc] turns this concept on its head with its all–in–one business management platform.
By combining CRM with sales management, projects, billing and more, we enable your entire team to collaborate and continuously deliver best outcomes for your customer.
ALL–IN–ONE BUSINESS MANAGEMENT SOFTWARE
Tear down the barriers between sales, support, project and management teams. Every part of your business working from the same platform.
- All the tools you need to manage your team
- Consolidate multiple apps into the one platform
- CRM, Projects, Invoicing, Help Desk & more
- iPhone, Android and Web Apps
- Inbox, Outlook & Gmail Add–ins
- Open API and integration tool set.
CRM Support Tickets iPhone & Android Projects Billing E-mail Sales Your Business
COMMON QUESTIONS
WHAT DO I GET IN MY FREE TRIAL?
Your WORK[etc] free trial includes Sales, CRM, Projects, Billing, Discussions and more. Basically everything that is included in the Team Edition. It does not include Customer Portal or Advanced Analytics.WHAT HAPPENS WHEN MY FREE TRIAL IS FINISHED?
At the end of your free trial, you'll be given the opportunity to select a pricing plan and provide payment details. Your trial account will become your live account so that all of your data is remains intact.HOW MUCH TIME WILL IT TAKE TO GET UP AND RUNNING?
WORK[etc] is designed to be intuitive on one level yet deep enough to manage complex business tasks. Most users will grasp the basic system in a few hours and then over the next few weeks quickly dive deeper into each feature set. By the end of 3 months, our customers tell us they are experts and cannot imagine life without WORK[etc]. Remember – the more time you put into WORK[etc], the faster and greater the pay off will be.BUT I NEED TO GET UP AND RUNNING ASAP.
Not to worry. We have a range of Consulting and Services packages designed to help you do some of the heavy lifting. Because WORK[etc] is a business management platform our Services team will take the time to understand your business operations and recommend a best practices approach to drive the most return from WORK[etc]. Part management consulting, part software training. More on Consulting ServicesWORK[ETC] IS TOO EXPENSIVE.
Please consider that WORK[etc] is a complete business management platform. That is, it includes CRM, Projects, Billing and around 20 other tools for the same price as many single–trick software products. Then consider that WORK[etc] is a productivity tool. creating on average a 10% productivity gain. If you have just 10 people in your team, the saving is at least equal to one additional full time person per year. In comparison, the cost of WORK[etc] is a bargain. Finally, consider all the frustration avoided from having just one system. This means no double entry, no missing data or integration headaches. Every connection with your customer is recorded and every employee accountable.HOW DOES SUPPORT WORK?
We use the built–in support tools within WORK[etc], to well, manage support for WORK[etc]. You'll have access to email support and live one–on–one support via booked sessions (just like the Apple Store!)WHAT TRAINING IS INCLUDED?
We run live webinar training on a number of topics, several times per week. Webinars cover a range of topics and allow for question and answer time at the end. Bookingsare essential.HOW CAN I GET DEDICATED TRAINING?
We offer a range of consulting and services packages designed to provide customized training. Our services team will discuss your business operations and work with you to provide a best practices approach for your businesses. More on Consulting ServicesWHERE CAN I FIND THE SUPPORT MANUAL?
Simply log into your WORK[etc] account and hit the help menu. Our user–guides include detailed videos, diagrams and a focus not just on how to use a feature, but also on the why!WHAT ARE USERS?
A user is typically an employee or team member who has access to your company's WORK[etc] account. You can control what that user has access to through permissions. External contractor or partners are not users.I'M STILL ON OLD LEGACY PRICING. HOW DO I UPGRADE?
Please see our Legacy Pricing FAQMANAGE YOUR ENTIRE BUSINESS FROM G SUITE
- One platform for CRM, projects & billing
- Turn emails into support tickets, sales leads and project updates
- Two–way contact sync & resolution
- Web, Android and iOS Apps
WATCH: WORK[etc] for G Suite Overview (82 seconds)
TURN YOUR NOTES INTO WORK[etc]
- One platform for CRM, projects & billing
- Use Evernote to turn your ideas into tasks, projects, sales opportunities and more
- Web, Android and iOS Apps
WATCH CLIP
WORK[etc] for G Suite Overview (82 seconds)
AS FEATURED BY
All–in–one business management software
- Marketing, PR, Advertising and SEM Agencies
- Web design, software and development firms
- Management and business consultants
- Light commercial and manufacturing
- MSP, technology support and services
- Construction, architecture and engineering
- Property, real estate and leasing
- Accounting firms and financial advisors
- Boutique law firms and attourneys
- HR, training and development team
- Every fast growing businesss
Manage operations across your entire business, from the single cloud platform.
Robust project management and operations is the key to any successful business.
Without the systems and processes in place to efficiently manage, even the smallest of businesses will come to a grinding halt. Quality of work drops, deadlines missed and customers over—promised and under—delivered. Support issues go unsolved and life—saving revenue goes unbilled. And this obviously goes beyond just project management. Your projects and operations team must be connected to the sales team, to the support team and to the finance team. Without this deep interaction your business just cannot reach its full potential. WORK[etc] connects every department in your business with its unified business management software for the cloud.Grow your business with one powerfull software platform to manage everything.
- One software for sales, projects, support and billing.
- One place for communication & collaboration.
- One platform for [growing] business.
All features, free for 14 days. No credit card required.
WATCH CLIP
WORK[etc] for G Suite Overview (82 seconds)
“So much more is possible when CRM software, projects, sales and management all work from the one online business system.”
Enterprise software features. Small Business Price
Workflow Solutions
- Permissions and access control.
- Build workgroups. Manage by roles.
- Auto alerts and reminders.
- Two–way sync with Google.
- Cross-department reporting.
Sales, CRM & Social
- Capture leads from forms and email.
- Assign leads based on qualification.
- Custom sales processes and stages.
- Sales pipeline and custom reporting.
- Use email templates to nurture leads.
- Slice and dice data with Smart Lists.
Help Desk Software
- View entire case history on one page
- Extend case detail with custom fields.
- Custom support processes & stages
- Report on key performance indicators
- Solve from email, web or mobile
- 1.
- 2.
- 3.
Project Management Software
- Gantt, Tree and Timeline views.
- Dependant tasks and alerts.
- Update from web, email or mobile app.
- Custom project types and stages.
- Extend detail with custom fields.
- Track project budgets.
- Resolve issues with online chat.
Billing Software
- Products, timesheets & expenses.
- Track and remind overdue accounts.
- Self service portal for customers.
- Connectors for Accounting Software.
Power Features
- Custom web form builder.
- Email marketing & newsletters.
- Open API for custom development.
- Powerful custom fields & data types
- Twitter, LinkedIn & Facebook Integration
USED BY 1000+ BUSINESSES AND GROWING.
Vanzari
- USA Sales: (+1) 800 322 7860
- UK Sales: (+44) 0800 998 9860
WORK[etc] powers 1200 fast-growing businesses across 14 countries with its small business software.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the single cloud computing platform. This means just one software solution for your entire business.
One place for your team to collaborate. One place to sell, deliver and support customers. And with WORK[etc]'s cloud based web and mobile apps, you can manage your business at work, at home or on the road.
So say goodbye to painful integrations and multiple costly web apps. Say hello to big-time productivity and efficiency when you grow your business on WORK[etc].
PERMISSIONS AND WORKGROUPS
Protect your confidential information and control who can do what, across your business with deep-level permission control of employees, customers and contacts.
Create Roles and Workgroups to make managing and assigning work easier.
Every WORKetc activity is included, from projects and sales to support cases, invoices and more.
- Control who has access to what tools and data
- Turn access on or off for each module, selecting between view-only, modify, or no access
- Hide unused modules from employees with no access rights
- Disallow contact lists and other data to be exported out of your WORKetc account
- Use Roles to define a common set of permissions to make setup a breaze.
- Use Workgroups to create teams within your business.
VIEW EVERYTHING ABOUT YOUR CUSTOMER
WORKetc allows you to capture every single activity related to each of your contacts.
You can then view the entire history of your team’s interaction with that contact on one screen.
Every WORKetc activity is included, from projects and sales to support cases, invoices and more.
- Timeline every interaction with a contact
- View projects, customer support cases, invoices, timesheets, miscellaneous communications and more
- Filter activities by type and date ranges
CUSTOM FIELDS THAT WORK
Every business is different and uses different information to manage customers and activities. WORKetc allows you to create custom fields in your database and view those entries anywhere in WORKetc.
For example, you can view custom fields against activities such as projects, sales leads, contacts, support cases and more.
- Capture and store custom data specific to your business
- View custom fields in the same places you view contacts, support cases, projects, sales leads, and invoices
- Select from pre-defined fields such as dates, numbers, products, text fields, flags, uploaded documents, and selection lists
- Store delivery instructions, highlight priority customers, or list installed equipment
TAG ANYTHING
Tags help describe your contacts in a way that is meaningful to everyone in your organization in one simple to use, standardized system.
By taking the time to set up Tags properly, you can create a contact list that is able to be searched by anyone using WORKetc in your business.
- Assign snippets of information to contacts to classify them, like using hashtags in Twitter
- Use these Tags to automatically classify and assign contacts
- Search for Tags as part of complex searches
FLUID RELATIONSHIPS
WORKetc’s flexible and unlimited contact structure allows you to capture your relationships with companies and individuals – and their relationships with each other.
- Create company contacts with unlimited connections, branches and departments
- Record unlimited contact details such as phone numbers, e-mails and office addresses
- Link individuals to one or multiple companies
- Capture fluid relationships between all contact types
CAN WORK[ETC] DO THIS?
- Can I customize my support case statuses?
- Can I use my companies existing support email address for support cases?
- Do you guys have canned replies?
- Can I create timesheets within support cases?
- Are people notified when support cases are reassigned?
- Can I reassign cases to other people?
- What if I want to leave a comment for somebody can I do that in WORK[etc]?
- Can I set a reminder for myself inside the support case?
- Can I upload files to WORK[etc]?
- Can I create a customer-facing knowledgebase?
- Do you guys integrate with Box.com and Google Docs?
- Can anyone in my company upload documents?
- Can clients upload documents via the customer portal?
- Can I embed videos and images into the knowledgebase?
SAVE TIME WITH TEMPLATE RESPONSES
Every business receives a number of common questions and concerns. WORKetc allows you to save time by adding a library of common requests and responses to your help desk.
And by keeping the library up to date, you ensure your support team always has access to the best information available.
Create a library of common problems, solutions, and responses
Access responses directly inside of support cases and automatically customize using merge fields
Like it or loathe it, e–mail is at the centre of every modern business.
And the ability to turn emails into actions is the key to an efficient and productive business.
WORK[etc]’s Gmail wigdet and deep Google Appls integration lets you manage your day–to–day work without ever leaving Gmail.
With just a single click you can take an email and turn it into assignable actions. This saves countless hours of copying and pasting. And because everything happens in Gmail, you never have to worrying about forgetting an important item or misplacing an urgent task again.
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TURN ANY EMAIL INTO A SUPPORT CASE, SALES LEAD OR PROJECT UPDATE.
Like it or loathe it, email is at the center of every modern business.
And the ability to turn emails into actions is the key to an efficient and productive business.
WORK[etc] is more than a CRM with deep G Suite integration; its Gmail widget lets you manage your day–to–day work without ever leaving Gmail.
With just a single click you can take an email and turn it into assignable actions. This saves countless hours of copying and pasting.
And because everything happens in Gmail, you never have to worry about forgetting an important item or misplacing an urgent task again.
Record time–sheets Attach customer notes Attach Documents Update project progress Capture expenses Assign Support Tickets Assign Support Tickets Capture expenses Update project progress Attach customer notes 2–way contact sync Record time–sheets 2–way contact sync Create new sales lead Attach Documents
Discussions & Collaboration
COMPANY-WIDE BILLING SOFTWARE
When every employee across every department and location can lodge billable items into the same online platform, you not only ensure everything is captured, but also eliminate mistakes from costly double entry.
One online business system means no mistakes and no missed revenue.
What's more, WORK[etc] makes it easy to manage complex tax rules and keep a handle on discounts and offers. Automatically track late payers and integrate simply with popular accounting software.
ONE PROJECT, MANY VIEWS
On every project there are people performing any number of different roles. Different roles require different work styles.
For example the project manager needs a Gantt Chart to help them visualize progress, a contractor makes best use of a simple project tree to access a task list and, for daily updates, the activity view lets you quickly identify what is happening right now.
WORK[etc] lets everyone involved in your project access the information most relevant to them. Simply switch between different project views to find what you're looking for fast.
FLUID CONTACT MANAGEMENT SOFTWARE
WORKetc's flexible and unlimited contact structure allows you to capture your relationships with companies and individuals – and their relationships with each other.
- Contacts with unlimited connections, branches and departments.
- Record unlimited contact details such as addresses.
- Link individuals to one or multiple companies.
- Tag, store notes, and create custom fields.
- Synchronize contacts with social media, G Suite, Outlook and more.
LEAD MANAGEMENT & SALES PIPELINE
Automate and manage the sales process by tracking leads across your entire business and giving your team the tools to close new business:
- Capture leads with web forms, from your inbox or on the road with our native mobile apps.
- Create custom sales workflows for different products, industries or customer types.
- Use custom fields to view relevant information inside of each lead.
- Collaborate by discussing lead opportunities online with your team.
- Assign values and define close-probabilities for accurate reporting
- View your company-wide sales pipeline and drill down by employee or custom workflow.
CRM SOFTWARE FOR EVERY INTERACTION
Every activity and interaction with a contact is captured online. Whether it is a sales email, support ticket, invoice or product purchase, WORK[etc] stores these events in an easy to browse timeline.
- Search and filter the customer activity history by keyword, activity or employee interaction to find what you need fast.
- Create always-up-to-date smart lists from complex contact variables and use those lists for marketing, reporting and more.
- Instantly tag contacts for quick identification and classification.
- Sync contacts from cloud services and G Suite.
CAN WORK[ETC] DO THIS?
- Can I create new items such as todos and projects inside the WORK[etc] G Suite Email Gadget or Microsoft Outlook Add-In?
- Does the WORK[etc] G Suite Email Gadget automatically appear when I’m viewing emails?
- Can I forward my work emails into WORK[etc]?
- Does WORK[etc] pull in the attachments along with the email itself?
- Does WORK[etc] file emails away into the appropriate contact history?
ON THE CLOUD, FAST & SECURE
Work with your team from the office, on the road or at home. Secure and private access to the information that you need to get your job done.- Redundant infrastructure for 99.996% up time. Enterprise-strength SSD database servers.
- Daily, off-site full backup of all your data. Export your data any time.
- Akamai performance network ensures fastest route between you and the cloud. Even in bad internet neighbourhoods.
- SSL 128bit encryption, EU Safeharbour standards, PCI Compliant and Trustee Certified
SUPPORT THAT DRIVES YOUR PRODUCTIVITY
Our support specialists go beyond technical support providing the help you need with systems, processes and getting the most out of WORK[etc].- Live screen-sharing, seminars & training
- User-driven feature suggestions
- 200+ five-star reviews @ Google Marketplace
- 200+ real customer testimonials on the high level of support we provide
- Detailed user manual and training videos
- In-app dynamic glyphs for instant tips and pointers
STREAMLINED USER-INTERFACE
Maximize productivity with a user interface that is designed for speed and intuitiveness.- Attach any activity in Wetc to any other activity
- Smart menu system remembers your recent projects, leads and support cases
- Filtered search results to find what your looking for fast
- Extensible dashboard widgets putting relevant information right in front of you
WORK FROM YOUR INBOX
Effortlessly run your business from your inbox with smart email integration and plug-ins for Gmail and Outlook.- Synchronise contacts you choose between your email client and Worketc
- Take any email and create a new project, assign a sales lead, update a support case and more
- Send only the important emails into Worketc
DO MORE THAN EVER BEFORE
Teardown the barriers between sales, support, project and management teams. Every part of your business working from the same platform.- Manage projects, close deals, bill customers and solve support cases all in the one software
- Enable collaboration between your sales, support, project, finance and management teams
- View your customer’ss entire activity timeline
- Reduce internal IT costs with rapid cloud deployment and eliminate risk from custom development or integrations
ALL IN ONE PLATFORM
Run your business or division hassle-free with WORK[etc]‘s unified business management platform.- All the tools you need to manage your team
- Consolidate multiple apps into the one platform
- CRM, Projects, Invoicing, Help Desk & more
- iPhone, Android and Web Apps
- Inbox, Outlook & Gmail Add-ins
- Open API and integration tool set.
CAN WORK[ETC] DO THIS?
- Can I create a different set of custom fields for each item in WORK[etc]?
- Do you guys have a Google Docs or Box.com integration?
- If I upload a file via Google Docs and set permissions on it, will those permissions be maintained even in WORK[etc]?
- These smart lists can be exported to excel, right?
- Can I synchronize my calendar with Google Calendar?
- Can I see other people’s events in WORK[etc]?
- Are calendar event entries stored in a client’s contact history for easy filtering?
- Can I synchronize my contacts with G Suite Contacts? Is it a two-way sync?
- Is the synchronization a two-way sync?
- Can I setup multiple syncs with different Google Calendars?
- Does the G Suite Contact Sync allow me to select which contacts I want to sync?
- Does the G Suite Contact Sync have a conflict resolution tool in case both records were modified since last sync?
- Can I import my contacts via CSV or XLS?
- Can I have virtually an unlimited number of contacts?
- Do you guys have an update tool?
- Can a contact have more than one email address associated with it?
- Can I export out my contacts via CSV or XLS?
- Can I email my contacts?
- Can I search for contacts that fit x-criteria?
- Can I turn off access to contacts so that people can only see contacts that I want them to see?
- If I send out an email, can I see a copy of that email in the contact history?
- If someone is seasonal, can I just disable their WORK[etc] license versus having to delete them?
2 WAY CONTACT SYNC WITH GMAIL & OUTLOOK
Smart two-syn with your Outlook and Gmail accounts.
- Two-way synchronization with Google contacts and calendar
- View your contact’s previous history with your business within Gmail
- Outlook add-on and synchronization
- Time-machine contact conflict resoltion tool to resolve issues where data just does not match
INTEGRATE WITH BILLING, PROJECTS, SALES, AND MORE
Customer support is never an isolated function, but must work across divisions such as sales, deployment and billing.
By integrating support cases directly inside of all areas of WORKetc, we ensure the customer is always looked after. Suddenly your sales people are talking with your customer support people, and project issues can be assigned to the right person.
Directly associate support tickets with billing, timesheets, projects, sales, and more
- Timeline every interaction with a contact
- View projects, customer support cases, invoices, timesheets, miscellaneous communications and more
- Filter activities by type and date ranges
FILTER DATA YOUR WAY
Every company with a help desk needs to monitor the performance of its staff and the satisfaction of customers. Using detailed views and filters, you can get a 360° picture of how your help desk is performing, or even the performance of an individual agent.
- Choose how your support data is displayed in different views
- Filter any cases by agent, customer, time, priority, or status
- Follow individual support agents
CAPTURE HELP REQUESTS FROM ANYWHERE
Providing fast and reliable support for your clients is vital to retaining customers.
WORKetc gives you a variety of tools to capture support requests, so no matter how your client prefers to reach out to you, you always get the message.
- Use live support, Web Forms, or specially monitored e-mail addresses to capture support requests
- Track information no matter where it comes from with automatic updates
MANAGE YOUR ENTIRE BUSINESS FROM G SUITE
- One platform for CRM, projects & billing
- Turn emails into support tickets, sales leads and project updates
- Two–way contact sync & resolution
- Web, Android and iOS Apps
WATCH CLIP
WORK[etc] for G Suite Overview (82 seconds)
INSTANTLY TURN YOUR BEST IDEAS INTO TASKS, PROJECTS, SUPPORT TICKETS AND SALES.
Assign tasks
Take any note in Evernote and add the tags #ToDo and #Name to turn that note into a task. Add #Date to create a due date.
Update projects
Sync your WORKetc projects into Evernote and then create notes. Those notes are turned into project updates and people in your team notified.
Create sales leads
User Evernote to capture opportunities on–the–go, then add the tags #Sales and #Name to automatically create a sales lead and have it assigned to your team.
Private or public?
Choose which notes you keep private and which notes to share with your team.
Attach CUSTOMER NOTES Send research to a project Update project progress Capture expenses Assign Support Tickets Create new sales lead
Online CRM & Project Management Software for:
- Advertising, PR and Digital Marketing Firms
- Web design, software and development
- Management and business consultants
- Light commercial and manufacturing
- MSP, technology support and services
- Construction, architecture and engineering
- Property, real estate and leasing
- Accounting firms and financial advisers
- Boutique law firms and attorneys
- HR, training and development team
- Every fast growing businesss
WATCH CLIP
All–in–one web based CRM software:
- Lower total cost than purchasing individual tools
- Eliminate costly integrations and multiple logins
- Train and support one system, instead of many
- Effortlessly keep everyone on the same page
- Drill down into every single customer interaction
MANAGE YOUR ENTIRE BUSINESS
IN THE CLOUD.
- Online CRM, Projects, Billing, Help Desk & more.
- Centralize team and customer collaboration.
- Work from anywhere. Bring remote teams together.
All features, free for 14 days. No credit card required.
BRING CUSTOMER SUPPORT TO EVERY DEPARTMENT, EVERY LOCATION
Customer support is never an isolated function, but must work across divisions such as sales, deployment and billing.
By integrating support cases directly inside of all areas of WORKetc, we ensure the customer is always looked after.
Suddenly your sales people are talking with your customer support people, and project issues can be assigned to the right person.
CAN IT DO THIS?
- Can I synchronize with accounting software?
- Can I customize the look and feel of my invoices?
- Can my customers pay invoices via a self service portal?
- Can I selectively apply taxes to some products and not others?
- Can I include additional information on invoices such as detailed descriptions?
- Can I use my mobile device to enter and track time?
- Can I track overdue payments and record partial payments against invoices?
PRODUCTS & QUOTES
WORK[etc]'s integrated business management software means you can simply take a lead and turn it into a quote. With one click that quote can become a project, a product sale or invoice.
Managing subscription-type products is easy with WORK[etc]. Simply set up and forget with the safety of knowing WORK[etc] will automatically create an invoice every subscription period.
- Maintain a central catalog of all your products, whether they be phyiscal items or service based.
- Create billable items by selecting products from the catalog.
- Create quotes and instantly turn them into invoices.
PAIN–FREE TIME TRACKING SOFTWARE
If time–sheets are slow to use or a hassle to navigate, your team is going to struggle to keep up to date. WORK[etc]'s timesheet module gives you a range of options and flexibility to record the right information no matter where you are working from.
- Enter timesheet data in the style that suits you: calendar, line or group entry.
- Choose from recording simple data or require your team include detailed descriptions.
- Use the Android or iPhone apps for remote access to timesheets.
- Use the cross-platform desktop timer to capture time without having to access the web application.
CAPTURE AND MANAGE EVERY BILLABLE EVENT, ACROSS YOUR ENTIRE BUSINESS.
Cash-flow is the key to business success, and at the heart of that is capturing every billable item.
But unfortunately many businesses find expenses go missing, time-sheets are not entered, milestones missed and discounts liberally offered.
WORK[etc] solves this problem by building powerful time and billing software directly into its unified business management software.
This means every timesheet, milestone, expense and sale is automatically captured and accounted for. A central invoicing dashboard ensures invoices are approved, generated and tracked.
By integrating a powerful billing engine with sales, projects and support, WORK[etc] ensures every dollar is billed accurately and on time.
CAN WORK[etc] DO THIS?
- Set up deep nested projects with an unlimited number of levels?
- Assign workgroups to projects and control access with permissions?
- Collaborate with my customer through a self serve portal?
- Send emails from my inbox and attach to a project?
- Update projects on the road with an iPhone or Android app?
- Clone projects and create project templates?
- Create dependent tasks and trigger alerts?
PROJECT BUDGETS, EXPENSE AND INVOICING
Make sure your project remains profitable and on track by managing timesheets, labour costs, expenses and materials. With WORK[etc] every billable item is automatically captured and available to the billing engine, ensuring that revenue is never overlooked again:
- Create detailed budgets against people, activities, and tasks within your main project
- Create billable items such as milestones, timesheets, and expenses within your project
- Automate billing tasks and generate reports around activities, employees, timesheets and more
PROJECT MANAGEMENT SOFTWARE THAT WORKS
Most project management tools are glorified folders; a place to just dump everything. Any sort of activity to be actioned inside a project, WORK[etc] actively helps you actively manage your project.
What this means is that everything related to your project is properly structured within your project view. No more diving in and out of server folders or scrolling through e–mails to find that critical update.
Simply record timesheets, upload documents, create support cases, add expenses, create emails and start discussions from right inside of your WORK[etc] project.
ONLINE PROJECT MANAGEMENT WITH CRM, HELP DESK AND MORE.
Robust project management and operations is the key to any successful business.
Without the systems and processes in place to efficiently manage, even the smallest of businesses will come to a grinding halt.
Quality of work drops, deadlines missed and customersover–promised and under–delivered. Support issues go unsolved and all important revenue never collected.
Projects never happen in isolation alone. Your projects and operations team must be connected to the sales team, to the support team and to the finance team.
WORK[etc] connects every department in your business with its unified business management software for the cloud.
CAN WORK[ETC] DO THIS?
- Can the contact management software handle unlimited contacts?
- Can we create custom sales stages for different products, industries or regions?
- Can we create, assign and update sales leads from our iPhone and Android phones?
- Can I create enterprise-level reports on sales and filter by rep, product, region and more?
- Can I browse and filter a timeline of every interaction with a contact?
- Can I create an email template library and send sales emails from within WORK[etc]?
- Can I create leads without leaving my inbox, Gmail or Outlook email client?
CUSTOMER LIFECYCLE. FROM LEAD TO SALE, AND BILLING TO SUPPORT.
Growing businesses know that sales no longer lives in a vacuum. To grow a business, to turn a profit, everyone in your team must be a part of customer relationship management.
That means your support team must continue communicating benefits, your sales team must know the customer history and deployment must be up to date with all that has been offered.
Sounds like common sense? Why then do most software products focus on only one part of the equation? They do only sales or project management.
WORK[etc] turns this concept on its head with its all–in–one business management platform.
By combining CRM with sales management, projects, billing and more, we enable your entire team to collaborate and continuously deliver best outcomes for your customer.
ALL–IN–ONE BUSINESS MANAGEMENT SOFTWARE
Tear down the barriers between sales, support, project and management teams. Every part of your business working from the same platform.
- All the tools you need to manage your team
- Consolidate multiple apps into the one platform
- CRM, Projects, Invoicing, Help Desk & more
- iPhone, Android and Web Apps
- Inbox, Outlook & Gmail Add–ins
- Open API and integration tool set.
CRM Support Tickets iPhone & Android Projects Billing E-mail Sales Your Business
COMMON QUESTIONS
WHAT DO I GET IN MY FREE TRIAL?
Your WORK[etc] free trial includes Sales, CRM, Projects, Billing, Discussions and more. Basically everything that is included in the Team Edition. It does not include Customer Portal or Advanced Analytics.WHAT HAPPENS WHEN MY FREE TRIAL IS FINISHED?
At the end of your free trial, you'll be given the opportunity to select a pricing plan and provide payment details. Your trial account will become your live account so that all of your data is remains intact.HOW MUCH TIME WILL IT TAKE TO GET UP AND RUNNING?
WORK[etc] is designed to be intuitive on one level yet deep enough to manage complex business tasks. Most users will grasp the basic system in a few hours and then over the next few weeks quickly dive deeper into each feature set. By the end of 3 months, our customers tell us they are experts and cannot imagine life without WORK[etc]. Remember – the more time you put into WORK[etc], the faster and greater the pay off will be.BUT I NEED TO GET UP AND RUNNING ASAP.
Not to worry. We have a range of Consulting and Services packages designed to help you do some of the heavy lifting. Because WORK[etc] is a business management platform our Services team will take the time to understand your business operations and recommend a best practices approach to drive the most return from WORK[etc]. Part management consulting, part software training. More on Consulting ServicesWORK[ETC] IS TOO EXPENSIVE.
Please consider that WORK[etc] is a complete business management platform. That is, it includes CRM, Projects, Billing and around 20 other tools for the same price as many single–trick software products. Then consider that WORK[etc] is a productivity tool. creating on average a 10% productivity gain. If you have just 10 people in your team, the saving is at least equal to one additional full time person per year. In comparison, the cost of WORK[etc] is a bargain. Finally, consider all the frustration avoided from having just one system. This means no double entry, no missing data or integration headaches. Every connection with your customer is recorded and every employee accountable.HOW DOES SUPPORT WORK?
We use the built–in support tools within WORK[etc], to well, manage support for WORK[etc]. You'll have access to email support and live one–on–one support via booked sessions (just like the Apple Store!)WHAT TRAINING IS INCLUDED?
We run live webinar training on a number of topics, several times per week. Webinars cover a range of topics and allow for question and answer time at the end. Bookingsare essential.HOW CAN I GET DEDICATED TRAINING?
We offer a range of consulting and services packages designed to provide customized training. Our services team will discuss your business operations and work with you to provide a best practices approach for your businesses. More on Consulting ServicesWHERE CAN I FIND THE SUPPORT MANUAL?
Simply log into your WORK[etc] account and hit the help menu. Our user–guides include detailed videos, diagrams and a focus not just on how to use a feature, but also on the why!WHAT ARE USERS?
A user is typically an employee or team member who has access to your company's WORK[etc] account. You can control what that user has access to through permissions. External contractor or partners are not users.I'M STILL ON OLD LEGACY PRICING. HOW DO I UPGRADE?
Please see our Legacy Pricing FAQMANAGE YOUR ENTIRE BUSINESS FROM G SUITE
- One platform for CRM, projects & billing
- Turn emails into support tickets, sales leads and project updates
- Two–way contact sync & resolution
- Web, Android and iOS Apps
WATCH: WORK[etc] for G Suite Overview (82 seconds)
TURN YOUR NOTES INTO WORK[etc]
- One platform for CRM, projects & billing
- Use Evernote to turn your ideas into tasks, projects, sales opportunities and more
- Web, Android and iOS Apps
WATCH CLIP
WORK[etc] for G Suite Overview (82 seconds)
AS FEATURED BY
All–in–one business management software
- Marketing, PR, Advertising and SEM Agencies
- Web design, software and development firms
- Management and business consultants
- Light commercial and manufacturing
- MSP, technology support and services
- Construction, architecture and engineering
- Property, real estate and leasing
- Accounting firms and financial advisors
- Boutique law firms and attourneys
- HR, training and development team
- Every fast growing businesss
Manage operations across your entire business, from the single cloud platform.
Robust project management and operations is the key to any successful business.
Without the systems and processes in place to efficiently manage, even the smallest of businesses will come to a grinding halt. Quality of work drops, deadlines missed and customers over—promised and under—delivered. Support issues go unsolved and life—saving revenue goes unbilled. And this obviously goes beyond just project management. Your projects and operations team must be connected to the sales team, to the support team and to the finance team. Without this deep interaction your business just cannot reach its full potential. WORK[etc] connects every department in your business with its unified business management software for the cloud.Grow your business with one powerfull software platform to manage everything.
- One software for sales, projects, support and billing.
- One place for communication & collaboration.
- One platform for [growing] business.
All features, free for 14 days. No credit card required.
WATCH CLIP
WORK[etc] for G Suite Overview (82 seconds)
