WORKetc provides small business CRM software with project management and billing functions. It features lead capture, lead tracking and assignment, sales pipeline management, complex project creation, project timeline, project templates, access control, help desk, and more. The service is provided by WORKetc Pty Ltd, a company founded in 2006 and based in San Francisco, California.
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Top WORKetc Alternatives and Overview
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WORKetc Review and Overview
Whether it is selling or delivering products, project management, help desk work, team collaborations, or CRM, businesses need to take care of multiple channels. Ensuring productivity and efficiency all along the way can be a challenge, especially for small businesses. Several hefty web apps and painful integrations call for lump sum investments and yet cannot guarantee outcomes. If only you could have a single software solution to manage your entire business. Thanks to WORKetc, you now have an all-in-one cloud computing platform, so you can run and grow your business, being at home, at work, or on the road.
An integrated business system to bolster productivity
From sales to a project, help desk to billing, WORKetc has all the tools you need to manage your teams and business on one single platform and bridge the inter-department gaps. Empower your teams to use custom fields to extract specific information and work effortlessly. Organize teamwork, assign responsibilities, and track progress from anywhere, via the web, email, or mobile device. Build on WORKetc's open API and monitor access with as much granularity you want. With all activities and interactions monitored in real-time, you can create reports for each of your employees and incentivize them to be more productive.
Improve sales with a web-based CRM solution
WORKetc takes care of all your marketing tasks too. It's CRM and sales intelligence enable you to capture leads from emails, web forms, and mobile devices. Use customized sales processes to track them and create reports with sales pipelines. Use email templates and multi-variable smart lists to figure out quality leads from your consumer database and nurture them. Eliminate the costs of purchasing individual tools and the hassle of multiple logins while pursuing leads and attending to every single customer interaction.
Manage projects and finances at ease
WORKetc automatically records all billable events enabling you to track and report all timesheets and expenses accurately. Manage product catalog, send out invoices, handle tax complexities, and set reminders for pending payments. With finances in place, take up more projects and expand your business. Create alerts for multiple projects and view them as Gannt Chart, Tree, or Timeline. Use WORKetc's centralized communication platform and let everyone in the workgroup stay updated. The Inbox, Outlook, and Gmail add-ins will further help you manage projects efficiently and maximize productivity.
Company Name: WORKetc Pty Ltd
Company Address: One Embarcadero Center, San Francisco, USA
Founded in: 2006
- Customer Lifecycle Management
- CRM Software Interaction
- Lead Management
- Sales Pipeline
- Fluid Contact Management
- Attaching Files
- Projects Views
- Dependencies & Triggers
- Custom Fields
- Template Projects
- Built-in Budgeting
- Custom Project Types
- Email & Mobile Apps
- Company-wide Billing
- Custom Charge Rates
- Timesheet Capture
- Managing Taxes & Discounts
- Tracking Overdue Accounts
- Payment Gateway
- Subscription Billing
- Google Apps Integration
- Xero Integration
- QuickBooks Integration
- Evernote Integration
- Outlook Integration
- Box Integration