With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business.
WORKetc gives users complete control over the data they enter and the data they want to see. Custom fields, projects, and processes keep the system customizable and adaptable to handle its users’ evolving needs. It grows alongside your company, letting you do what you want and how you want it done.
The system goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORKetc is there every step of the way -- from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important followup sale.
WORKetc captures everything you do with your contacts, be it correspondence, amendments, or new projects and sales. Through its extensive activity history module, it encapsulates the very meaning of CRM -- a running record of the relationships you have with your contacts, from the very first email you sent them to the latest support ticket that they filed.
Turn any email into a lead, contact, or support ticket using the Gmail widget and Outlook add-in. Set up two-way syncing between WORK[etc and Google Contacts. Access all of your Google Drive and Box files without having to leave the CRM environment. Capture notes and ideas in Evernote and turn them into project updates, tasks, and leads.
WORKetc also features full integration with Xero Accounting and Quickbooks, two of the most extensively used accounting programs today. Importing data from Xero and Quickbooks to WORKetc is quick, painless, and provides an extra layer of functionality to the system’s financial module.
Say goodbye to painful integrations and multiple costly web apps and say hello to big-time productivity and efficiency when you grow your business with WORKetc. It’s more than just a CRM.