Project Management Software Powered By CRM
Core features
- Track an unlimited amount of projects through Gantt Charts, dependencies, nested sub projects, timesheets, and milestones. Set deadlines.
- Use your project as a central repository for all relevant documents, toDos, events, timesheets, invoices, expenses, emails, and other items.
- Enable easier collaboration between users as well as clients through Google Docs, Evernote, and Gmail integration.
- Save time by automatically converting sales leads into projects, duplicating existing projects, and using project templates.
Why this is good for your business
WORKetc aims to put an end to the headaches associated with using multiple, poorly integrated systems by offering one robust, all in one solution to manage everything your business is doing.
- Managing projects as well as CRM, billing, support, and other needs allows you to keep everything in one place. For example, group projects, contacts, timesheets, invoices, and expenses together for easier referencing.
- Integrated services like Gmail, Google Docs, Evernote, as well as discussion threads, toDo lists, file sharing, and our comment-on-anything approach enables easier collaboration throughout WORKetc.
- WORKetc can be used from any mobile phone. We make it easy to do things like update projects, add expenses, and track time while away from the office.
- Users can capture every dollar going in and out of their business. All invoices, expenses, timesheets, and other charges can be summarized and pushed through to invoicing.
How it works
- Create a new project and Invite the employees or clients you would like to collaborate with.
- Create a timeline, visually build a Gantt chart, and assign tasks as needed.
- Set your billing model: by time, materials, milestones, or by person.
- Create dependent task notifications as each sub project completes.
- Group other activities with your project, IE timesheets, products sold, support cases, or documents.
- View your project by Gantt, project tree, activity stream, people involved, documents, etc.
- Get notified on updates and progress via email, RSS, and dashboard notifications.
- Run reports on projects; set them against timesheet data for productivity insight.
- Invoice your client, get compensated.