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WORK[etc] CRM + Projects

By WORK[etc] CRM + Projects
4.73 out of 5 stars
Free trial available
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All-in-one business management including CRM, Projects, Billing & more. Link with Xero & for end-to-end management of your business.
Rated
4.7
out of 5
Reviewed by
41
Xero users
Try this app
Free trial
available
Listed for
9 years
April 2014

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

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Most recent reviews

DO
Depo Ogunruku
Posted 19 Nov 2019
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
One person found this review helpful.
JF
jack ford
Posted 11 Dec 2018
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 26 Feb 2018
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

Functions

Invoicing and jobsCRM

Industries

FranchiseProfessional servicesAccounting

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

TwitterLinkedIn

Try WORK[etc] CRM + Projects for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.