Manage unlimited products & services. Customize your products with promotional offerings and product sales. Manage multiple currencies, apply local taxes.
Create a list of subscription products for returning clients that automatically bill on time intervals you set.
Attach & send out products with any other WORKetc object such as an invoice, quote, document, or lead.
Categorize products together and apply settings to a group of products. Import products from external lists.
Why this is good for your business
Consolidate your business software needs into one app. WORKetc offers the key management tools for powering your entire small business.
Your product lists are never more than a click away. Group your products with existing WORKetc activities such as estimates or invoices in a matter of seconds.
Run business wide reports on all aspects of your business, in real time. Everything from sales outcomes and productivity to financial forecasts and support.
By managing contacts, sales, quotes, products, projects, invoicing, support, and other functions together, WORKetc’s client histories can give you insight into every aspect of your relationships.
Managing all quotes, estimates, products, expenses, invoices, leads, and other items in one app allows you to summarize all outstanding charges and ensure every dollar makes its way through to an invoice.
How it works
As you create a product, set details such as product type, category, UPC number, supplier, internal tracking tags, sales commission, description, and product images.
Manage your product’s pricing, create promotional offers, and create product sales.
Attach your product to a relevant quote, sales lead, contact, or other item. Access products with a single click from anywhere in WORKetc.