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Product Quick Facts


About WORK[etc]

WORK[etc] is the platform to look to if you want to streamline your business. With team collaboration across departments, they created one application to serve many functions – project management, billing, CRM, operations and more. Launching in 2009, over 200 clients have reviewed their system and given it a 5-star rating.

WORK[etc] created a CRM solution that will allow for the client to be at the forefront of the company’s focus.  Import an unlimited number of client contacts from your email, website form, phone contact list or manually enter them. Manage contacts with Smart Lists, social feeds, custom fields and a complete communication history for each. Assign leads to your sales staff to ensure that each potential customer has a dedicated representative. Nurture leads as they follow the sales funnel with email marketing.  Generate quotes and invoices within the app to save time. Foster client relationships across channels, and keep all departments in the loop. The platform allows for staff to coordinate and manage clients’ projects to make sure that the client receives all deliverables. Enterprise Analytics ensures that your company is meeting its goals. WORK[etc] doesn’t require any lengthy integration time to get started, but in case you hit a snag,  they offer product support 24 hours a day, 7 days a week.

One of their success stories from the past year is Moore Engineering Services, who was able to grow their sales by 150% in 2013 with the help of the WORK[etc] CRM software. The president of Moore Engineering Services claimed the platform helped them appear more professional and like a larger company, which in turn translated into revenue.

Not sure if WORK[etc] is the right customer relationship management system for your organization? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation on your unique requirements. 

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