Workflow management software

Flow from task to task.

small business workflow management software

Because our small business software combines a variety of aspects of business management, users are able to take advantage of the workflow software in WORK[etc]. Manage all business information in one place, manage all customers through their entire lifecycle in WORK[etc] alone, and simplify processes while automating some entirely.

  • Do everything in the one business workflow app

    As a small business you deal with securing clients, doing projects for them, and getting paid. Instead of doing this through separate applications; you can manage the entire lifecycle through our management software. All of their information is kept in one secure location, and going from step to step with your client becomes that much simpler.

  • Dependent projects ensure you’re staying on track.
    Using our workflow software to manage your small business will make getting unorganized a separate task within itself. Use features such as project dependencies to make sure a process is always being followed, and keep everyone up to date on what needs to be done through reminders, to-dos, and shared calendars.
  • One place for absolutely everything.
    Manage your entire business through WORK[etc] and rest assured all your business data is kept safe and secure with us. Our small business workflow software is your one stop location for all documents, client information and histories, billing data, project history, timesheets, and inner-business communications. With this much information, reports become heavy with insight!
  • Know your relationships, get the insight you need.
    With WORK[etc]’s small business CRM, you get to store every communicative detail with clients, potential clients, contractors, or fellow staff. Our detailed contact histories list all communications ever made with a contact, centrally. Easily filter history results for activities such as timesheets, to-do, events, projects, sales opportunities, and much more.
  • Benefit from Workflow Automation.
    Start automating your workflows by managing your entire business in one system. Easily automate many tasks, such as having leads automatically converted into projects, quotes, or invoices. Or have timesheets turned directly into invoices with all necessary contact information with a single click.
See all

Featured Posts

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.

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.

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.

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.

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo