What Is WORKetc Software?
WORKetc is a cloud-based business management and software solution. It helps small- and medium-sized businesses streamline their operations and increase productivity. The platform combines customer relationship management (CRM), project management, billing, and other marketing management modules into a single integrated platform, providing users with a holistic view of their business processes.
What Is WORKetc Best For?
WORKetc is an all-in-one business management software that is popular for its ability to integrate multiple tools and features into a single platform.
WORKetc software pricing starts from $78 per month for the Starter plan. Meanwhile, the Team and Foundations plans are $195 and $395 monthly, respectively.
See the table below for detailed pricing or click "Get Pricing".
- 2,000 Contacts
- 3GB Storage
- 10,000 Contacts
- 15GB Storage
- Social Media
- Email Marketing
- Customer Portal
- Accounting Integrations
- 20,000 Contacts
- 50GB Storage
- Everything from
- Team Plan
- Contractor Portal
- Deep Reporting
WORKetc's CRM software provides seamless integrations with third-party productivity tools. It can integrate with:
- G Suite
How Does WORKetc Work?
Here's how you can get started with WORKetc project management software:
- Log in and go to the dashboard to customize your settings.
- Set up your organization, choose basic preferences for your account, and select the features that you want to use.
- Create a new user/employee by hovering over "Contacts", then "Employees", and click on the plus icon or arrow icon. You can then set permissions for the user under Settings > Permissions.
- Go to the "Projects" tab and click "Create New > Project." Enter the project details, assign team members, and set deadlines. Create project templates under Settings > Projects.
- Go to the "Tasks" tab and click "Create New > Task." Enter the task details, assign it to a team member, and set a deadline.
- WORKetc also includes a CRM tool to manage customer relationships. To get started, hover over the "Contacts" tab and click the plus icon or arrow icon next to the type of contact you want to create. Enter the contact details and record any interactions you have had with them.
- A time-tracking tool allows you to track billable hours and expenses. Go to the "Work" tab and click "Timesheets." Enter the details of the time worked or expenses incurred.
- Create a new invoice by going to their list of Unbilled Charges, or by going to Finance > Issued Invoices and clicking the arrow icon. They can also create an invoice from any Create New menu.
For further details on how WORKetc functions for meeting business management needs, schedule a demo. Access your WORKetc demo by clicking "Watch Demo".
Who Is WORKetc For?
WORKetc software is suitable for small- and medium-sized businesses in various industries, such as consulting, marketing, design, IT, and more. Its all-in-one approach makes it fit for many organizations, regardless of their specific focus. The software is ideal for organizations looking for a flexible, customizable, and comprehensive solution for business management and monitoring the complete customer lifecycle.
Designed to perform well for teams of different sizes, WORKetc is scalable and suitable for businesses with many teams, complex workflows, and even single users. This allows small businesses to start with smaller features and gradually expand the software as their needs grow.
WORKetc offers the following key features:
Customer Relationship Management
WORKetc offers a powerful CRM tool that helps businesses manage leads, contacts, and accounts in a centralized database. Users can access the customer portal, view detailed customer profiles, monitor customer interactions, capture customer information, and automate marketing campaigns. All these functions combine to offer improved customer visibility and engagement.
WORKetc provides project management tools that enable businesses to plan, execute, and monitor projects in real time. Users can create project milestones, assign tasks to team members, and track progress toward project goals. They can also use the software to manage project budgets, timelines, and resources, ensuring that projects reach completion on time and within budget.
Billing And Invoicing
Businesses can create and send invoices, process payments, and manage their finances in one place. The software integrates with popular payment gateways, making it easy for businesses to accept customer payments.
The help desk feature allows businesses to manage customer support tickets and inquiries. Users can assign help desk tickets to team members, track ticket status, and communicate with customers directly through the software.
WORKetc offers a document management tool, enabling businesses to securely store and share files. Users can create folders, upload files, and share them with team members or customers, ensuring everyone can access the latest version of important documents.
WORKetc helps businesses create and automate email marketing campaigns, helping them reach out to customers and generate more leads. Users can create custom email templates, segment their email list, and track email open and click-through rates to optimize their campaigns.
Is WORKetc Right For You?
WORKetc is an excellent choice for small- and medium-sized businesses that require a flexible and integrated business management solution. Businesses looking for a comprehensive and all-in-one approach to manage multiple aspects of their operations, including project management, CRM, billing and invoicing, time tracking, and reporting, would benefit greatly from the software.
The software is ideal for businesses looking for a completely customizable and easily adaptable software platform tailored to their business management requirements. As a cloud-based solution, WORKetc is suitable for remote teams, letting everyone stay connected regardless of location. It is ideal for startups or growing companies that require an adjustable, scalable solution as their business expands.
Ultimately, businesses that want to streamline their operations, automate repetitive tasks, and increase productivity while saving time and cost will find WORKetc a good resource for business management.
WORKetc has been featured as a CRM project management and collaboration software by Entrepreneur, Deloitte, G Suite Marketplace, and Technology Fast500 Asia Pacific 2013.
WORKetc Software Features
Visual Workflow Management
Process Modeling & Designing
Real Time Reporting