Customer Relationship Management (CRM) with help desk, projects and billing.

Customer Relationship Management (CRM) for small businesses relies on the integration of intuitive tools such as help desk software, time tracking, project management and lead management.

WORKetc brings together a number of key tools to provide an integrated approach to CRM.  Examples of small business CRM with WORKetc include:

• Capturing sales leads through  web site forms or  by telephone and placing them into a lead pool.
• Capturing customer support requests by web form or telephone and either auto assigning to agents or placing in a help request pool for assignment.
  
• Matching all requests to existing company or contacts and recording a contact history.
  
• Creating sales or support events such as sales calls or project deadlines.
• Creating knowledge base articles from support requests to quickly answer common issues.
• Creating projects or tasks from support requests and following the development of these via RSS
• Actioning a billable item and ensuring that item is invoiced to the customer at the correct amount.
  

How integrated Time Tracking Software works.

The WORKetc time tracking software records all your employee and contractors time spent on projects or activities, all through a simple, online time sheet template.

The time sheet keeps track of how much time is spent on activities (ie writing proposals, graphic design, phoning customers), projects (eg new company brochure, hire new staff) and clients or customers.

Employees simply log into the time-tracking section of WORKetc, click on a client name, select a project and activity and mark off time spent.  If your business requires detailed reporting, tracking or invoicing, the time sheet software can force the employee or subcontractor to also write a brief description of work completed.

Time tracking data is viewable on a calendar, attached to projects, rated against project milestones and used to create detailed invoices.

Time Tracking Software and your business.

• Never miss out on revenue again because employees and subcontractors haven't accurately recorded their time.  All billable time is accurately recorded straight into the billing system. 
• Minimize revenue lost through common recording methods such as traditional, paper-based double entry recording.
• Eliminate the dual entry of timesheet information.  The Veetro timesheet software is both a recording and billing tool.  Save time and reduce errors by not having to manually enter paper records or import between two different systems.
• Allow your employees and contractors record information from any work location.  As WORKetc is a web application, it can be accessed from any internet-enabled devices.  This means your staff can work on-site with a customer, at home or even squeeze in an hour between flights.
• Employees become more accountable for their activities during the work day. Productivity is maximized.
  Historical reporting can be viewed to better estimate how long future projects will take to complete, resulting in more accurate income and time forecasting.
• Improve productivity through elimination of administration burdens