WORKetc CRM

WoteTC is a cloud-based all-in-one platform for small businesses, integrating Customer Relationship Management (CRM), sales and quoting, project management with Gantt charts, time tracking, invoicing, expense tracking, and post-sales helpdesk support. Automatically capture leads from web forms and manage their lifecycle from initial contact, quoting, to closing the sale. Track every product and service purchased by customers, including recurring services and billing. Create project templates to automate your key workflows. Use these templates to effortlessly generate projects for clients or easily set up one-off projects. Manage project budgets, including timesheets and expenses, and bill clients based on flat rates, milestones, or hourly billing. Oversee tasks and assignments. Comprehensive Gantt charts enable easy tracking of project progress and timelines. Support requests can be submitted by customers via email, web forms, or the client portal, automatically creating a new contact or linking to an existing one. Support statuses can be customized and categorized for reporting purposes, with all activities logged against the case until resolution. With WoteTC, you can sell, deliver, and support your customers all from one place. It offers native mobile apps for iOS and Android, along with integrations with services like Google, Outlook, Xero, QuickBooks Online, and Dropbox.

WORKetc CRM is a cloud-based all-in-one platform for small businesses, integrating CRM, sales, project management, time tracking, invoicing, and customer support to manage sales, delivery, and support in one place.