Create unlimited quotes & estimates. Attach quotes to leads, projects, invoices, and other items.
Convert leads, projects, or invoices into quotes & estimates.
View a history of all quotes. Manage a list of templates.
Generate quotes, leads, projects, and other items from within Gmail using the WORKetc contextual gadget.
Why this is good for your business
WORKetc replaces separate CRM, project management, and billing apps with one completely integrated system to manage your entire business.
With all business data in one place, you can do things like use quote info in projects to help with budgeting and financial planning.
Run reports on sales, support, project management, billing, and virtually every other aspect of your business.
Manage the entire lifecycle of your clients in one system. Pull in leads, send out quotes, and convert a lead into a project once it’s been won. Track your project, and then bill your client.
Create new quotes in a matter of seconds. Use quote histories and client histories to stay on top of rates, and manage a list of products and easily attach them to quotes, leads, invoices, and other items.
How it works
Create new quotes from leads, client information, invoices, billing information, or templates.
Manage your sales pipeline until a lead is near completion; finalize a sale with Sales actions & alerts.
Attach quotes to existing WORKetc leads, clients, projects, invoices, or other activities.
Once a sale has been won, convert a quote into another WORKetc item.