WORKetc is a web-based all-in-one business management software for small and medium-sized companies. It has CRM, project management, social-styled collaboration and billing functions that can help a company manage its business from end to end. It is the central place to work on sales, projects, products or tickets by teams who can be anywhere. Companies can have great savings with a cloud-based business software that is ready to deploy and flexibly grows with the company. Owners and IT managers can forget about costly and complicated integrations of multiple platforms as well.
Features, Benefits, Product Strengths
- CRM and Sales – WORKetc has CRM and sales management features that allow users to capture sales leads from multiple channels such as web forms, mobile devices, and emails. They can view the complete customer history and view that which is critical to closing the deal with custom fields. Users can assign and track leads through customized sales process and workflows for each service or product. It is capable to launch content-rich email marketing campaigns then turn a lead into a project or an invoice in one click. It also has enterprise-grade analytics to provide users with meaningful reports.
- Projects and Tasks – The advantage of a unified system is that everything is interconnected. A sales lead can easily be turned into a project with all the pertinent triggers, dependencies, and data included. No double entry that is prone to input errors can occur. Users can attach anything to projects, be it contacts, documents, discussions or timesheets. A project can be viewed in different ways such as a Gantt chart, a timeline or a project tree. It has templates to start things faster as well as custom fields to manage them at different completion stages. And because of a unified system, billing projects or collaborating with mobile users is never a problem.
- Invoicing, Quotes, and more – WORKetc is the same software that will help users after they have closed the sales and delivered the project. With its financial features, it can capture every billable event and revenue activity across the organization. It provides users with easy entry of timesheets that can provide detailed information and calendar views. It can create recurring invoices, issue overdue notices, allow tax rules, integrate with accounting software such as Quickbooks as well as payment gateways. It also can be used as a Help Desk system, has native iOS and Android apps, social discussion and collaboration features, Gmail and Outlook plugins, as well as secure, permission-based administration.
WORKetc business management software has three plans called the Starter, Team, and Foundations. The Starter plan at $78 per month is designed to help startup owners and founders access powerful tools without much cash-out. The plan includes for up to 2 users, 2000 contacts and 3 GB of storage space. The Team plan starts at $195 per month and includes for 3 users, 10,000 contacts, 15 GB space, plus email marketing, customer portal, social media, accounting integrations and reporting. The Foundations plan starts at $395 per month with 3 users, 20,000 contacts, 50 GB space, plus everything included in the Team plan with the addition of contractor portal and deep reporting. A 14-day trial period is available.
Social Network Presence
WORKetc business management software is ideal for startups and small to mid-sized businesses. It is easy enough to use by business owners, founders, project managers and other business managers in a wide selection of industries.
Some of their Clients
Client use cases include a North American video production company, a trade magazine publishing company, a North Carolina-based marketing agency, a UK-based managed services provider, a Tampa construction firm, an Australian engineering company, and Kentucky-based IT service provider.
Bernadette Curtis from Creative Network described WORKetc as great for delegating from in-bound emails.
Paul Santana of IronKap stated that the G Suite integration is awesome.
Scott Moore of Moore Engineering described WORKetc as having revolutionized the way they think about work.
WORKetc business management software is an all-in-one total business management system that provides an integrated CRM, project management, billing and finance, help desk and social collaboration in one platform, for one monthly subscription. It is customizable for any type of business and industry, and integrates with many popular applications.