Take control of your service business with WORK[etc] CRM and Project Management software.
Don't keep your CRM separate from your project management and billing. Smart business owners use WORK[etc] to combine CRM Project Management with billing and more.
Create folder templates for clients. Set permissions and allow remote access over the web. Make document sharing simple and efficient. Integrated documents and help desk software allows for use of documents across your business, whether for support, project management, internal use, or other options. Work[etc] is a complete CRM with project management, billing, help desk and more.
Create web forms to capture all relevant sales leads, and create new contacts within our CRM software. Assign and qualify leads, issue quotes, close in on important sales, and set follow-ups. Update the state of a lead from anywhere, even through email.
Successful teamwork is behind every successful business, big and small. But how can a modern business, relying on a mixture of full-time employees, contractors and remote staff encourage a culture of team work? The new breed of All-in-One CRM platforms may well just hold the answer.
Listen to popular business advice and they'll tell you the only way to relax is to go cold turkey and disconnect from your work. But for entrepreneurs this approach is often the cause of even more stress. Find out how we manage to stay connected yet still come back from a vacation refreshed.
Are you finding that there just aren’t enough hours in the day? Do you get the feeling you're treading water rather than building your business and doing the work that excites you? There are warning signs that it’s time to delegate and some simple steps to get you started.
Is your company CRM starting to go stale? Has the excitement of managing all your customers with the one system faded? Our six steps will help you refocus efforts on not only getting more value from your web-based CRM, but also how to position for long-term success.
Get in on the new customer self-service portal beta release. The new portals include a fresh new design, contractor access and a heap of new and improved functionality.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.