Managing your business through multiple applications does not bring efficient workflows. Data is poorly spread out and users are constantly jumping between systems.
All-in-one CRM solutions simplify management across your business. Everything is in one place. Manage your entire business lifecycle in our CRM software: Bring in leads from web forms and manage your sales pipeline with custom stages until a sale is won. Then, convert it into a project, quote, or invoice. Collaborate on projects and invite your client to join. When completed, use timesheet & milestone data to create an invoice.
- Once place for Everything
Sales, projects, task lists, permissions, timesheets, invoices, and support cases stay in one centralized place. - Unlimited Contacts
Create hierarchical relationships and company contacts with branches, departments, and connections. - Entire History
Capture all correspondence, notes, files, tasks, and your own custom fields on a contact’s history. - Manage on the go
Manage sales on the road using mobile apps for iPhone & Android, as well as Gmail gadget integration.
Related reviews:
Featured Posts
WORKetc CRM Success: Celebrating Your Big Wins in 2018
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
3 Must-Know Strategies Your Business Needs For Successful Projects
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
4 Simple Tips For Max WORKetc CRM Efficiency From Real Users
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
7 Clever Add-Ons That Supercharge Google Drive Productivity
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
-
step
1 -
step
2 -
step
3