Overview

We know running a business is a time consuming occupation. So how can learning and managing a number of different software packages be efficient? If you're looking for a simpler way to automate billing, track your customers, manage projects, then this Business App is for you.

  • Automated customer relations management, project management, document management
  • Designed for medium businesses with up to 100 emplyoees
  • Simple to use service with help documentation
  • 10GB Storage Space

WORKETC CRM FEATURES

WORKetc ties into all parts of your business - from project management to customer relations. WORKetc combines a powerful web based CRM, project management, billing and more into a single business management solution.

  • Sales and Leads
    Sale leads are all stored centrally, so employees can collaborate to close sales, set sales actions, view history and allow team leaders to monitor the sales pipeline and real time reports.
  • Project Management
    WORKetc lets you create new projects, alert participants, invite customers to collaborate, set milestones and deadlines, organise billing by time, and track progress using a visual timeline.
  • Billing
    Integrate from your project, timesheets and more to make sure every dollar entered into WORKetc finds an appropriate invoice.
  • Document Management
    Make files and documents available to your clients, attach documents to projects, and create folders or sub-folders to help make archiving easier.
  • Contacts and Calendars
    Import contacts from Vcard, Outlook, Gmail, then store a detailed history for each contact, set up unlimited calendars, create meetings and events with automatic reminders, and allow shared access across your business.
  • Help Desk & Service
    Create libraries of common enquiries and responses, give customers access to the knowledge base, attach support requests to active projects, and generate detailed reports to track your customer support activities.
  • Reporting
    WORKetc includes thousands of customised settings and hundreds of detailed reporting options. Plus you control who gets to see what. You can even give your customers access to project reports and online invoices.
  • Marketing
    Use tags on your Contacts files to organise email lists, or use the built-in web forms and generate email lists automatically, then send personalised mass email newsletters - all without leaving WORKetc.
  • Timesheets
    Encourage employees and contractors to capture all their billable time in timesheets, download the desktop widget or use the online calendar and send timesheet data directly to WORKetc billing.
  • Email Drop Box
    Interact with your WORKetc account without even leaving your inbox. Create sales leads, update projects, set a calendar event and assign new tasks.