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.
With more than six months in development, WORK[etc]'s new Self-Service Portal is now available. Share tasks with your customers, re-brand the interface, pay invoices and publish web forms and articles for each of your customers.
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.
Recently Google made some changes to their Apps Marketplace to improve security by migrating all access points to Oauth2 and introducing Google+ Sign-in as a method. We took this opportunity to not only upgrade our Google Apps integration but also add some new CRM features.
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.
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