ALL-IN-ONE BUSINESS MANAGEMENT SOFTWARE WITH CRM & PROJECTS

Never lose sight of key milestones and keep VIPs and clients happy.

Find what you’re looking for fast via instant search and smart filters.

Keeps data safe from the outside and maintain complete control from the inside.

WORK[etc]
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JUST LOOKING AROUND

Update paper systems and tired processes. WORK[etc] consolidates a complete suite of business tools and software into one simple platform for the growing business.

KEEP EVERYTHING IN ONE PLACE

WORK[etc] is a complete business management platform with CRM, projects, billing and more all tied together in one simple program. This means one place for everything from staff and customers to budgeting and billing.

KNOW WHAT’S GOING ON

WORK[etc]’s unique Activity History allows users to instantly view every interaction and activity tied to a contact. Save complex searches for quick and easy snapshots of key data to keep business owners, contractors and project managers informed.

EASILY FIND AND REVIEW IMPORTANT DATA AND INFORMATION

Capture every piece of information tied to any contact, from timesheets to invoices and from support notes to quotes. Because everything is linked, WORK[etc]’s instant search and smart filters help users find what they’re looking for fast. They can also keep track of standard reports with complex searches, which can be saved and reviewed at any time.

KEEP AND EYE ON BIG SALES, TRICKY PROJECTS, AND PRIORITY CUSTOMERS

Social CRM

Projects & Deliverables
Online Collaboration
Bookmark important items like projects or high-priority customers. This means never losing sight of key milestones and keeping VIPs happy. Meanwhile the Saved Views feature helps users identify early signs of trouble with quick, up-to-date business snapshots.
 

PROTECTION FOR YOUR BUSINESS

Our secure platform keeps data safe from the outside, and gives users complete control from the inside. Custom permissions settings for different tiers of users maintain corporate security while still allowing co-operation and communication.
 

CUSTOMIZE YOUR INFORMATION

Powerful Custom Fields can be applied to leads, projects, contacts and support cases. With WORK[etc], very table layout and search can be customized to display more or less data, and to sort that data in a way that makes sense for a business. Users can even tweak language so the terms for clients, addresses, forms and more all match real-world situations. database.
 

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:

How a web based CRM can keep this financial firm from drowning in a sea of paper reports

The paperless office has a number of unique advantages. As this USA-based consulting and financial advice company learns, increased efficiency and productivity are just two of them. Click here to read more.

Contact chaos? How this industrial sales firm can use an online CRM to consolidate their contacts

Once you’ve been in business for a long time, it can get hard to keep track of all the contacts and client histories that you’ve collected. As this Oklahoma-based industrial equipment sales company learns, keeping them in dozens of notebooks is far from the most efficient solution. Click here to read more.