INTEGRATIONS

CRM WITH BOX INTEGRATION

Connect your CRM with your document management app

Freely access and attach any and all files in your Box.com folders to contacts, leads, projects, and more in WORK[etc].

WORK[etc]’s Box CRM integration allows you to:

  • Keep relevant documents associated with customer records from your sales team, proposals from your project team, and invoices from your billing team all in the same place.
  • Access all of your Box.com files and documents from directly inside of WORK[etc].
  • Quickly attach any and all files and documents to contacts, sales leads, projects, support cases, and more.
SalesBillingProjectsCollaborationSupport TicketsCRMbox-com

200 plus 5–star reviews cannot be wrong

FINALLY! The perfect fit for my boutique consultancy

I’ve got a powerful and highly-customizable system at my fingertips.

Kathryn Gonzales

The Lone Star Diva & Co.

Best CRM we’ve used!

Worketc. has made it easy to track hours, notes, inter-company discussions about the project, expenses, and on and on.

Michal Wahli

The Gringham Group

One Stop Shop for Anything and Everything Business.

The possibility to get to know just one system, and with that you cover ALL basic business needs.

Sholem Berkowitz

SocialWeber

WORKetc Helps Me Build Better Businesses

WORKetc provides me with all the tools I need to run my consultancy in a low cost, cloud based solution.

John Belchamber

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  3. step

    3

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