One Platform to Start, Run & Grow Any Business

WORKetc combines CRM, Projects, Billing, Help Desk, Workflows & Customer Portal in one unified app. Empower your team with intelligent custom fields and one-click integrations.

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WORKetc Activity Stream Card - Support Tickets

WORKetc Activity Stream Card - Quotes & Estimates

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Top Features

Contact Management

Track every customer interaction, and always stay ahead with a complete view of your relationships.
Sales Management

Capture leads, nurture their progress through your pipeline, and close deals with better team coordination.
Project Management

Set clear goals and visualize dependent paths to keep every project on time and aligned with your strategy.
Billing & Payments

Create professional quotes, invoice customers accurately, and track overdue billing to improve your cash flow.
Customer Portal

Provide customers with easy, secure access to collaborate, track progress, and stay informed in real time.
Help Desk

Prioritize support tickets by urgency, assign tasks efficiently, and publish helpful guides to boost self-service.

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CRM & Sales

Track every customer interaction from first touch to final sale, all in one place.
Forecast outcomes with confidence using built-in probability tracking and reports.
Manage opportunities with visual sales pipelines that match your unique workflow.
Capture leads through web forms, emails, or imports, and automatically assign them based on qualification.

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WORKetc UI Element - Project Budget Report Card

Projects & Tasks

Use recurring project templates to streamline repetitive work.
Track actual vs. estimated time spent on tasks to improve planning accuracy.
Link projects to related sales, billing, or support items to give your team full context.
Collaborate across teams with built-in discussions and file sharing, keeping all comments, documents, and decisions tied to the project.

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WORKFLOWS

Turn complex processes into simple workflows.

WORKetc scales with your business and never slows it down. Discover the difference today.

Connect Legacy Systems

Convert Lead to Project

Automate Inbound Leads

Triage Support Enquiries

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Documentation Reviewed

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Legacy System Migrated

An old in-house solution is migrated to WORKetc, however, some clients still require access to the legacy system.

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API Connection Established

Our open API is used to pass along information from the legacy system into WORKetc whenever a change is made on either side.

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Data Added as Custom Field

Legacy data is added to a custom field in WORKetc where it can be used for reports and standard processes.

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New Client Create

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Client Search Completed

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Data Added to WORKetc

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Client Data Updated

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Data Syncs to WORKetc

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Project Team Notified

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Sales Team Closes Deal

Webform or shared inbox generates new contact and team marks lead as "Won".

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Quote Converts to Project

Project and tasks automatically created according to milestones in initial customer quote.

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Project Auto-Populates

Bulk task assignment to appropriate team members according to relevant stages.

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Invoicing & Billing

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Team Discussions

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New Support Case

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Sales Lead Identified

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Client Portal Approval

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Automated Email with Information & Attachments

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Contact Created Automatically

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Webform Captures Contact Information

Custom webforms captures specified customer data.

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Automatic Lead Generation

Custom data from webform populates required fields in new sales lead.

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Automatically Assigned

Custom rules and automations assign new lead to custom sales process and team member.

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Follow-up Sales Call

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Estimate Provided

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Project Assigned

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Invoice Issued

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Payment Taken

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Ticket Attached to New or Existing Customer Record

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Knowledge Base Resource Attached

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Response Sent

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Custom Webform Creates Support Ticket

Webforms can automate ticket creation with all the necessary data.

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Ticket Screened for Priority & Assignment

Custom labels and tags for universal sorting of any element in WORKetc.

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Ticket Triaged to Correct Team

Flexible tasks and attached team discussions make delegating and catching up to speed easy.

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Further Replies

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Escalated to Senior

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Project Assigned

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Support Completed

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Account Updated

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WORKetc UI Element - Support Case Widget Card

Help Desk & Portal

View full case histories on a single page, complete with custom fields and SLA metrics.
Enable customers to submit requests and access documents through a dedicated portal.
Deliver exceptional customer support by prioritizing requests and publishing help guides.
Manage permissions, roles, and workgroups with granular permission controls to ensure the right access at every level.

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Invoicing & Quotes

Let customers pay online and track their requests through a self-service portal.
Sync your product catalog, timesheets, and expenses to guarantee invoice accuracy.
Build professional quotes and invoices in minutes, complete with payments and reporting.
Easily integrate with QuickBooks, Xero, and other accounting tools to keep everything in sync behind the scenes.

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