WORKetc is an all-in-one business management software designed to consolidate various business processes into a single platform. It integrates functionalities such as customer relationship management (CRM), project management, billing, sales, and help desk support.

 

The full CRM feature allows for easy management of interactions with current and potential customers. It helps businesses build customer relationships and streamline processes to increase sales, improve customer service, and increase profitability.  This module is integrated with all other modules for seamless flow across the platform.

 

The Lead Management feature supports the sales process from lead generation to closing sales. It helps businesses manage their sales pipeline, track opportunities, and analyze sales performance. Quotes can be created and sent to customers right from within WORKetc.

The Project Management feature helps businesses plan, execute, and monitor projects. It provides tools for task assignment, scheduling, and progress tracking.  With integrated timesheets, it’s easy to track project budgets and billing for the client.

With integrated billing, businesses can create, send, and track invoices and payments, and associate them with existing projects, support tickets, or other activities.  WORKetc integrates with accounting platforms like Xero and Quickbooks Online, meaning no more double entry into multiple systems.

The integrated Help Desk Support feature provides a platform for customer service. It allows businesses to manage customer inquiries, complaints, and support tickets. Customized statuses make it easy to create a workflow for support tickets, and keep on top of the most important issues.

The aim of WORKetc is to help businesses streamline their operations, reduce the need for multiple separate software, and save time and resources. It’s adaptable to a wide range of business models and sizes.

Additional Info

Founder(s)Daniel Barnett
CEO/PresidentDaniel Barnett
Bootstrapped or Raised?Other
Team Size40
Year Founded2007
Company TaglineThe All-in-One Cloud Business Management Solution
HiringNo