WORKetc CRM, Projects and Billing
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DESCRIPTION
WORK[etc]’s all-in-one social CRM, projects, quotes and billing platform keeps everyone on the same page and always up to date. Web, mobile and tablet. At the office, at home or on the road.
Customer Activity Streams
WORK[etc]'s all-in-one approach to business management means one activity stream to view sales leads, projects, expenses, support tickets and invoices synced to QuickBooks Online. Too many results? Create custom saved filters to find what you're looking for fast.
Slice & Dice Customer Data
Because WORK[etc] uses the one database for sales, projects, support and billing you can create detailed views of your customer base. For example, by simply selecting variables you can create a smart list of your customers in California that are tagged as "priority" customers but with overdue invoices.
Capture Every Billable Dollar. Manage Project Budgets.
With integrated time sheets, product catalog, expenses, project milestones and custom activity rates, WORK[etc] ensures your business captures every billable dollar. Project planning tools helps keep you on target and under budget. Assign expenses and invoices to QuickBooks Online accounts and automatically sync across in the background.
Web, Mobile & Tablet. Outlook & Gmail
Manage your business from the office, at home or on the road. Turn any email into a sales lead, project update, billable item or time sheet entry with our smart Outlook or Gmail plugins.