WorkEtc. Implementation

We are a small business and have started using WorkEtc. Unfortunately setting everything up - CRM/project/Finance/timesheets/etc. is never a priority, so we are looking for someone who can set it all up; and potentially train our small team how to use it.

We are utilizing various applications such as Harvest, Zendesk, Bid Sketchand High Rise and have a database set up. the key goals are:

- Implement the sales module

- Integrate CRM/Leads into Finance

- Implement Timesheets/Resource Management/Project Management

- Integrate timesheets/projects to create a future forecast of costs.


We have a database of around 1000 contacts. We manage approximately 40 projects at a time, with a resource base of around 30 contributors - some are fully employed, some are contractors.

Evner: CRM, ERP

Se mere: manage contractors, leads to business costs, small business leads, Zendesk, erp projects, erp finance, CRM implementation, time resource management, erp small business, crm applications, looking erp leads, database erp, small project finance management, looking erp, sales leads contacts, sales forecast, crm small business, project module erp, finance project management, finance forecast, someone set crm, erp project leads, setting sales team, small business erp, small project erp

Om arbejdsgiveren:
( 0 bedømmelser ) United States

Projekt ID: #6048392

9 freelancere byder i gennemsnit $1780 på dette job


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$2105 USD in 20 dage
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$1666 USD in 3 dage
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Dear Sir / Madam, Warm Greetings from, Genpex IT Solution. As soon as I saw your posting for a “WorkEtc. Implementation” It is the perfect position for us. Our AIM to give the best solution. Let me explain further. Flere

$1578 USD in 3 dage
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1. Invoicing App We already designed and developed a complete online invoicing application in which currently we are handling these modules 1. Place New Order (phone order page from sample) 2. Pending Orders 3. Shi Flere

$1840 USD in 30 dage
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Hello, Please visit this Cloud based CRM solution developed by our company ([url removed, login to view]). We have reviewed your job description and we are glad to inform you that your desired project comp Flere

$2500 USD in 90 dage
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$1111 USD in 7 dage
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Hi, We have read your requirements and would like to discuss further as we have strong hands in web, desktop & mobile application development & have completed over 150 projects in last 5 years. Please check belo Flere

$1578 USD in 18 dage
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Hello Sri Technocrat will provide fully interactive website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will Flere

$1578 USD in 40 dage
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Dear Employer,I have gone through your project requirements and we have highly skilled and qualified team who own all the right credentials to execute this job in a very proficient manner as per your exact requirement. Flere

$2061 USD in 10 dage
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