WORKetc is customer relationship management (CRM) software that is cloud-based and includes CRM, project management, billing, help desk, reporting, and collaboration. WORKetc software is a comprehensive business management software that bridges the gap between sales, support, project, and management teams. It eliminates the need for expensive integrations and multiple logins while effortlessly keeping everyone on the same page.
The WORKetc project management platform simplifies users' lives by automating many daily tasks and providing real-time insight into their businesses. This CRM business management platform is best suited for small to medium-sized enterprises.
WORKetc Software Features
Sales Record Synchronization
WORKetc records every activity, such as a sales email, support ticket, invoice, or product purchase, in an easy-to-navigate timeline and filters. It generates constantly updated smart lists from complex contact variables and uses those lists for marketing, reporting, and other purposes. It synchronizes contacts between cloud services and G Suite.
Sales Pipeline & Lead Management
Users of WORKetc automate and manage the sales process by tracking leads across the entire organization and providing teams with the tools they need to close new business: Capture leads with web forms, from users in boxes or on the road with WORKetc native mobile apps, and from users in the field. Create unique sales workflows for various products, industries, and customer types. In addition, the user can view the company-wide sales pipeline and drill down by employee or custom workflow.
Fluid Contact Management
The flexible and limitless contact structure of WORKetc allows users to capture their relationships with companies and individuals - as well as their relationships with one another. It communicates with an infinite number of connections, branches, and departments, and records an infinite number of contact details such as addresses. Connect individuals to one or more companies and sync contacts with social media, G Suite, Outlook, and other services.
Project Administration
Strong project management and operations ensure work quality and meet deadlines. Furthermore, WORKetc unifies CRM and business management software for the cloud, and it connects every department in users' businesses.
Billing and quotations
WORKetc software integrates time and billing software directly into its unified business management software, allowing users to receive automatically captured timesheets, milestones, expenses, and sales. Invoices are approved, generated, and tracked using a central invoicing dashboard. Furthermore, WORKetc. ensures that every dollar is billed correctly and on time.
WORKetc Pricing
WORKetc provides Starter, Team, and Foundation plans. To learn more about WORKetc pricing plans, click on 'Get Pricing’ to get a custom quote for the best-suited plan for your needs.
WORKetc Demo
WORKetc provides a 14-day free trial with full functionality. Click on ‘Watch Demo’ above to experience the WORKetc features.
WORKetc Review
WORKetc is used by over 1000 businesses and corporations. Inc., G Suite Marketplace, Deloitte, Technology Fast500 Asia Pacific 2013, and entrepreneurs have all featured WORKetc.
Our Thoughts
WORKetc contact management software manages users' contacts, generates custom sales, and assigns and updates sales leads from iPhone and Android devices for all sorts of businesses. Furthermore, it has the potential to generate enterprise-level sales reports and filters by rep, product, and region. From within WORK[etc], It helps users browse and filter a timeline of every interaction, create an email template library, and send sales emails, which is a lifesaver nonetheless.
WORKetc Software Features

Access Controls/Permissions

Budget Management

Data Import/Export

Employee Management

Milestone Tracking

Planning Tools

Strategic Planning

Task Managementt

Visual Workflow Management

Workflow Management

Process Modeling & Designing

Real Time Reporting

Timeline Management

Activity Tracking

Remote Support