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WORK[etc] CRM + Projects

By WORK[etc] CRM + Projects
4.73 out of 5 stars
All-in-one business management including CRM, Projects, Billing & more. Link with Xero & for end-to-end management of your business.

Overview

** Everything you Need to Start, Manage and Grow any Small Business **

WORKetc powers over 800 fast growing businesses, saving them time and money by integrating several key business tools into the single online platform.

  • Lower overall cost compared to multiple subscriptions
  • Improved productivity
  • No more endless screen switching just to get the work done.

For a low monthly cost WORKetc's all-in-one CRM enables powerful workflows across your entire organization:

  • CRM, Contacts and Lead Management
  • Projects, Tasks and Time Tracking
  • Billing, Expenses and Quotes
  • Customer Portal to service your own customers
WORK[etc] CRM + Projects
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WORK[etc] CRM + Projects + Xero

(1) -- Boost Xero’s online accounting features with CRM, project management, time tracking, help desk and more.

(2) -- Consolidate invoices in WORK[etc] and push them to Xero with a few clicks.

(3) -- Accurately track all billable hours; never miss a billing event across your entire business.

(4) -- Give your own customers a branded customer-portal to share projects, invoices, documents and manage support tickets.

Reviews & ratings

4.7 out of 5 stars
41 Reviews
5 star(86%)
4 star(8%)
3 star(0%)
2 star(3%)
1 star(3%)
DO
Depo Ogunruku
Posted
4 out of 5 stars
Works well with Xero, the only downfall is that it can not update payment recorded on Invoices on Xero in Worketc
JF
jack ford
Posted
5 out of 5 stars
Great! We Setup all kind of companies, provide all needed support services and follow up their success, by forming LLC companies (https://www.paso.ae/dubai-llc-company-formation/) besides the Free zones and Mainland Business Formation
LY
Louis Yssel
Posted
5 out of 5 stars
Great so far, happy about the fact that one have settings to prevent all history from being synched. Nicely done

Additional info

Shared data

Xero
WORK[etc] CRM + Projects
Accountsshared from Xero to WORK[etc] CRM + Projects
Tax Ratesshared from Xero to WORK[etc] CRM + Projects
Paymentsshared from WORK[etc] CRM + Projects to Xero
Itemsshared from Xero to WORK[etc] CRM + Projects
Invoicesshared from Xero to WORK[etc] CRM + Projects and from WORK[etc] CRM + Projects to Xero
Contactsshared from Xero to WORK[etc] CRM + Projects and from WORK[etc] CRM + Projects to Xero

App details

By WORK[etc] CRM + Projects
Added in 2014

Countries

Australia, Canada, Global, Ireland, New Zealand, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@worketc.com

Contact

+1 800-322-7860

Follow

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