CUSTOMER RELATIONSHIP MANAGEMENT THAT TAKES CARE OF YOUR ENTIRE RELATIONSHIP.

Manage all your business processes using one integrated web based solution.

Take full control of everything from leads to sales, projects to support, and anything in between.

Work anywhere, anytime, be it through the mobile apps or right from your GMail inbox.

WORK[etc]
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TRACKING THE ENTIRE CUSTOMER LIFECYCLE WITH ONE APP

Many customer relationship management apps helps assist businesses in their sales process. But what about after that? For most, this isn’t where the client lifecycle ends.

Instead of tracking the rest of your client relationships with two or more different apps, WORK[etc] allows you to manage business relationships entirely in one place. Delegate sales, and have finished sales converted into projects, quotes, or invoices. Collaborate on projects, track finances, and manage support cases. Then, invoice your client using the billable information already created.

FROM CRM AND PROJECT MANAGEMENT TO SALES AND SUPPORT

  • Activity Histories 
    • View all projects, leads, tasks, invoices, email correspondence, comments, and files from a contact’s page.
  • Customize Your Pipeline 
    • Create your own sales stages with probability and expected revenue values for each.
  • Take WORK[etc] Anywhere 
    • Update and create from WORK[etc]’s iPhone and Android apps. Access WORK[etc] through Gmail.
  • Fit to Your Business 
    • Capture custom fields on every object type. Create saved views of highly customized lists of your own data.

CRM Case Study: See a list of alternatives to Basecamp

Social CRM

Projects & Deliverables
Online Collaboration

14 day free trial.  Real Help from Real People

All-in-one business management from $78/month

Learn more about using CRM Software in your business:

Shopping around for a CRM? Check out the Ultimate CRM Checklist first

Bringing along a checklist is a great idea when you’re shopping for a CRM, but it takes more than just a simple feature list to truly narrow down your options and find the best system for your business. Click here to read more.

Why this deign firm are dropping their hastily cobbled-together CRM system in favor of an integrated one

Using multiple apps to manage different aspects of your business is a double-edged sword. Not only can it cost you more, it can also adversely impact efficiency and productivity. Click here to read more.