CRM Software For Your Entire Business
- Collect leads from multiple sources, assign them, set lead status, set sales actions & alerts, customize your sales pipeline, send out quotes/estimates, and run reports.
- Manage the entire client lifecycle through WORKetc. From winning a lead and collaborating on projects to managing support tickets and invoicing the client.
- View all leads, product purchases, projects, support issues, toDos, events, invoices, and email correspondence related to a client via a single glance at their profile.
- Use the WORKetc Gmail gadget and mobile app to create new WORKetc activities, update current items, grab details, and attach emails to existing activities.
Why this is good for your business
WORKetc can replace multiple non-integrated systems traditionally used to manage CRM, project management, and billing separately with one fully integrated online suite of tools.
- Your business’ entire client lifecycle can be managed centrally through WORKetc. You can track every aspect of your relationships, and manage all business data in one place.
- Attach anything to anything. Associate leads, projects, Google Docs, web clips, timesheets, events, expenses, tasks, products, invoices, quotes, and other items to any WORKetc activity.
- You can run reports on all data throughout your business, in real time. From sales analytics and employee productivity to financial forecasts and every trackable dollar in your grasp.
- You can collaborate on everything in WORKetc. Comment on anything, set email alerts and RSS feeds for updates on activities, and set reminders for upcoming deadlines.
How it works
- Track contacts with custom #tags. Create any item from a contact’s profile which is then auto-associated with that contact.
- Compile leads into the lead pool from your website, telephone, etc. Assign them to sales agents or have them auto-assign.
- Collaborate on leads, set sales actions & alerts, and track leads to completion. Convert your lead into a project, with all lead information coming with.
- Get others in on a project and assign sub-projects and tasks as necessary. Visually build your project with Gantt charts, and associate relevant documents, expenses, timesheets, and other activities.
- Dashboards will summarize all current item updates, new items, tasks assigned, reminders, events, support issues, unpaid invoices, and other business items in a widget based interface.
- Manage client support tickets, create canned responses, and manage knowledge bases. Attach them to relevant leads, projects, and other items as necessary.
- Invoice your client, or convert a previous quote/estimate into an invoice. Use timesheet data, milestones, and other items in your invoice. WORKetc integrates with multiple merchant gateways.
- All items worked on related to the client will now display on their profile, including email correspondence. You can also add your client to your email newsletter or other marketing campaign.
How many users?
A user is a worker in your business or team.
WORKetc is a tool for team work. Single-user licenses are not available.