WORKetc

    Integrated CRM, projects, billing, help desk, reporting

    Product Description

    WORK[etc] powers 1200 fast-growing businesses across 14 countries with its small business software.

    With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the single cloud computing platform. This means just one software solution for your entire business.

    One place for your team to collaborate. One place to sell, deliver and support customers. And with WORK[etc]'s cloud based web and mobile apps, you can manage your business at work, at home or on the road.

    So say goodbye to painful integrations and multiple costly web apps.  Say hello to big-time productivity and efficiency when you grow your business on WORK[etc].

    Features

    Platform

    • Customization
    • Workflow Capability

    Sales Force Automation

    • Contact & Account Management
    • Opportunity & Pipeline Mgmt.
    • Task / Activity Management
    • Desktop Integration
    • Product & Price List Management
    • Quote & Order Management

    Marketing Automation

    • Campaign Management

    Customer Support

    • Case Management
    • Customer Support Portal
    • Knowledge Base

    Mobile & Social

    • Mobile User Support

    Reporting & Analytics

    • Reporting
    • Dashboards
    Video
    Company Contact
    • Phone Number
      +1 800-322-7860
    Video
    Videos

    WORKetc

    WORKetc is the single cloud app to run your entire business.

    WORKetc makes your job easier by keeping all business critical information in one place. Whether you have a startup or a well-established company, WORKetc gives you full control over every aspect of your business.

    - All-in-one online CRM with projects, marketing, sales, billing, timesheets, help desk, and more.

    - Do away with costly integrations and multiple apps. Train your staff on only one app.

    - Gmail and Outlook plugins let you work and manage your entire business from inside your email inbox.

    - Track piece of customer interaction with an extensive running record of your relationship with your contacts.

    - Go beyond the basics. Create custom fields to capture whatever information is important to your business.

    - Seamless integration with G Suite, Evernote, Box, Xero, and QuickBooks Online.

    - Work on the go with native mobile Android and iOS apps.

    WORKetc: it's more than a CRM.

    https://www.worketc.com

    WORKetc
    This quick walkthrough shows you how WORKetc integrates with G-Suite (formally Google Workspaces) and what your business can achieve with this integration. ============ JUMP TO ============ Sign In with Google : https://youtu.be/psUTZIHkgJs?t=0 Integrations Overview: https://youtu.be/psUTZIHkgJs?t=24 Integrating with Google Contacts: https://youtu.be/psUTZIHkgJs?t=38 Integrating with Google Drive & Team Drive: https://youtu.be/psUTZIHkgJs?t=45 Integrating with Google Calendar: https://youtu.be/psUTZIHkgJs?t=59 Integrating with Gmail Addon: https://youtu.be/psUTZIHkgJs?t=72 ============ LEARN MORE ============ Live Demo: https://www.worketc.com/meet Start Trial: https://www.worketc.com/sign_up Gmail Addon Guide: https://support.worketc.com/community/docs/17 Google Contact Sync: https://support.worketc.com/community/docs/265 Google Calendar Sync: https://support.worketc.com/community/docs/184 Domain-wide Setup Guide: https://support.worketc.com/community/docs/16 ============ CONTACT US ============ Support Team: support@worketc.com Live Demo: https://www.worketc.com/meet Contact Form: https://www.worketc.com/contact Hotline: +1 (800) 322-7860
    WORKetc CRM Integration with Google Workspaces
    * Situation * A Help Hotspot is a detailed tool-tip offering in-app guidance and links through to more detailed support materials. * UX Challenge * Users rely on help hotspots for in-context guidance. But displaying several hotspot icons on a page results in excessive visual noise. * UX Solution* All hotspot icons are hidden by default. The app instead watches for signals that a user may need help or is becoming frustrated. Immediately a signal is triggered, the app will subtly fade-in only the relevant hotspot icon. * UX Outcomes * ☻ App users are shown the assistance they need at the exact moment in time they need it. ☻ Power users are not distracted and slowed-down by unneccessary visual noise. ☻ Product team has more meaningful metrics to identify other potential UX problems in the app * In the Wild * Intelligent help hotspots are key improvement in the upcoming 2020 release of WORKetc, the all-in-one CRM, project management, billing, sales and help desk platform for fast-growing businesses. Sign up at www.worketc.com
    UX Challenge: Help Hotspots in WORKetc 2020 release
    * UX Situation * Everyday work means dividing your attention between focus tasks and urgent issues. * UX Problem * Normal notifications are a constant distraction and require even more work just to stay on top of them. * Solution * - Context-aware notifications panel that adjusts to the users' work style. - Notifications can be paused, shared and customized. - Notifications are distributed to your other devices and platforms (Slack channels, email client) depending on context. * UX Outcomes * ☻ Be in total control over your own focus and work style. ☻ Confidence that you will never miss something important again. ☻ Immediately start working on an issue from within the notification itself. * Where to find it * Notification management is a key feature in the upcoming WORKetc business management platform release. Find out more at www.worketc.com
    UX Challenge: Notifications in WORKetc 2020 Release
    Events on your WORKetc calendars can be synced over to your Google Calendar and vice versa, letting you stay on top of any upcoming events wherever you may be and whatever gadget you may be using. This full walkthrough shows how WORKetc uses the data we access using the Google Calendar OAuth scopes. ============ JUMP TO ============ General Overview: https://youtu.be/JUlBD2G0QWs?t=25 Integrating with Google Calendar: https://youtu.be/JUlBD2G0QWs?t=92 OAuth Consent Screen: https://youtu.be/JUlBD2G0QWs?t=166 Using Google Calendar Integration: https://youtu.be/JUlBD2G0QWs?t=256 ============ CONTACT US ============ Support Team: support@worketc.com Contact Form: http://tiny.cc/d7cxjz Dev Team: dev@worketc.com Hotline: +1 (800) 322-7860 ============ LEARN MORE ============ Sign up for a free trial here: http://tiny.cc/gzcxjz Learn more about our G-Suite integrations here: http://tiny.cc/o0cxjz
    WORKetc CRM OAuth Verification Demo for Google Calendar Integration
    Make Gmail do more with the WORKetc CRM Add-on for Gmail. With integrated CRM, sales, projects, timesheets, support, and billing, you can manage your entire business without leaving your Gmail inbox. Install now: https://gsuite.google.com/marketplace/app/worketc_crm/989078294453 Features: - Create and assign new sales leads, tasks, and support tickets without leaving Gmail or switching to a separate app. - Create and update projects, record timesheets, and capture expenses from inside your Gmail inbox. - Smart Add-on gives you more contextual information at a glance without having to open a new tab. - Unobtrusive interface lets you create and view WORKetc items without losing sight of the email you’re working on. - Full access to your WORKetc custom fields, giving you more extensive options for creating and attaching WORKetc items. - Attach an email to multiple contacts and activities, and automatically bookmark that email so you don’t have to waste time digging for it. - Sync an email to a contact's record, add a contact to an email list, update a contact’s details, and edit a contact’s tags with just one click. - Contextual Recent Activities list lets you quickly attach an email to a contact’s recent activity on WORKetc. - Work anytime, anywhere, even when you’re on the go with the WORKetc Gmail Add-on for the Gmail Android app. iOS support coming soon. Learn more at https://www.worketc.com & https://www.worketc.com/blog
    The New WORKetc CRM Add-on for Gmail
    Expand Xero’s robust accounting features with WORKetc to turn it into a complete business management solution with everything from CRM and project management to timesheets and customer support. Invoices created in WORKetc can be synced and pushed through to Xero, letting you keep track of every single billable dollar that you earn. You can also consolidate invoices and payments in WORKetc and push them through to Xero with just a few clicks. Automatically capture every billing event across your business and never miss out on even one billable dollar with WORKetc CRM. Learn more here: http://bit.ly/1qmuJsP
    WORKetc CRM & Xero Integration
    Increase your small business' project management productivity with WORKetc, the one business management app that combines CRM, project management, sales, support, and billing in one app. Setting up similar projects from the ground up again and again for different companies is not only cumbersome, it’s very inefficient. It eats up time that would be better spent actually getting the project off the ground; using a project template is a better proposition. By using these WORKetc's project templates for your more common projects, you’re always just a few clicks away from a ready-to-use project as soon as you close a deal. Learn more at https://www.worketc.com & https://www.worketc.com/blog
    WORKetc CRM + Project Management Project Templates
    Increase your small business' efficiency and productivity with WORKetc, the one business management app that combines CRM, project management, sales, support, and billing in one app. It’s a very rare occasion when you come across a CRM that fits your needs perfectly right out of the box, especially if your business is very specialized. WORKetc's custom fields are 100% customizable for each individual customer, business, or industry. You can record any type of data, no matter now niche pr specialized. Learn more at https://www.worketc.com & https://www.worketc.com/blog
    WORKetc CRM + Project Management Custom Fields
    With integrated CRM, project management, billing, help desk, collaboration, time tracking, and more, WORKetc is the one software solution for your entire business. Find, sell to, deliver to, and support your customers using only the one cloud based app. With WORKetc's web and mobile apps, you can manage your business whether you're at the office, at home, or on the road. Forget the multiple costly web apps, painful integrations, and constant switching between apps. Say hello to WORKetc -- it's more than just a CRM. Learn more at https://www.worketc.com
    Introducing WORKetc, the All–in–One Web Based CRM + Projects + Billing App
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