Compare WORKetc vs Dolibarr ERP CRM

Summary

WORKetc is a cloud-based customer relationship management (CRM) software that includes integrated CRM, project management, invoicing, help desk, sales, and marketing management modules to meet the demands of businesses of all sizes. For enhanced customer visibility, WORKetc encourages collaboration between sales, support, project finance, and management teams. Customer information can be collected via live chat, Web forms, and email, and cases can be managed using configurable priority levels and statuses. From lead to sale to billing and support, the program manages the entire client lifecycle. Every action and conversation is recorded online, with capabilities such as the ability to search and filter customer activity history by keyword, activity, and employee engagement. Cloud services and Google apps for business can also be used to sync contacts. With company-wide billing, tracking overdue accounts, subscription billing, payment gateways, taxes, and discount management, the program keeps track of every chargeable event across the firm. WORKetc also provides accounting software integration, including Quickbooks, Xero, and CSV. Using WORKetc dismantle the obstacles that exist between sales, support, project management, and management teams. Every aspect of your company will be able to operate on the same platform. ..show more

Dolibarr ERP and CRM is a free and open-source ERP and CRM management software package, developed specifically to cater to the needs of freelancers, companies, and foundations. This open-source framework enables users to freely manage all of their business requirements from Customer Relationship, Human Resource, Foundation Management, Accounting, Surveys, to Invoicing that befits their needs and meets their requirements. Dolibarr ERP CRM is designed with simplicity, right from installation to utilization to custom development in order to ensure the best user experience to the customers. With its user-friendly design, users can begin with features they require and then additionally include more features on a LAMP, WAMP, OR MAMP server according to their change of needs and their business developments. It comprises multiple modules easily accessible to the users according to their requirements. Undoubtedly, Dolibar is the ideal solution for comprehensive business management from invoicing, sales, stock, emailing purchase, accounting, orders, leave requests, and expense reports. ..show more

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

CRM Handles your contact database, follows up with potential customers and keeps them engaged

Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Financial Management Handles functions like management of cash and utilisation of funds

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing Acquiring goods or services required for the business at minimal cost

Scheduling Manages and helps to prepare schedules in an appropriate and timely manner

Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions

Vendor Management Helps to manage necessary data concerning vendors and allows easy access

• Evernote
• Google Drive
• Box
• Xero

• MailChimp

Top alternatives to WORKetc

Bitrix24

HoneyBook

Scoro

vCita

BQE Core Suite

Top alternatives to Dolibarr ERP CRM

Bitrix24

HoneyBook

Scoro

vCita

BQE Core Suite