No matter what kind of business you have, customers are always the most important part. You constantly have to reference contact information while managing other aspects of your business, such as leads, projects, and invoices. Putting all of this into one CRM web means these aspects work directly with one another, and this allows you to save oodles of time.
Through the use of #tags in our contact management software, you can organize contacts in any way you would like, while always being able to reference them in a few seconds. Organize by #customers and #suppliers, #unpaid and #latetopay, and perhaps even by #priority customers. Tags let you take control.
Bring in bulk lists of contacts to our business contact manager with ease. Import contacts from Outlook, Gmail, Thunderbird, Yahoo!, Hotmail, Vcard, and many other applications. And if you ever need your WORKetc contacts somewhere else or decide to stop using our online contact management, exporting contact lists is just a few clicks.
Our business contact manager stores everything you’ve ever done with a contact, and this becomes especially useful when you’re referencing contacts for other aspects of your business, such as projects and billing. Past transactions, support tickets, inquiries, sales actions, all get stored under the contact’s history – basically any form of communication you have ever made.
With our all-in-one application, our customer relationship management software is shared with other aspects of WORKetc, to help users save time. Easily reference contact information when finishing a project or creating an invoice. Attach employees to companies, and get directions to their address using Google maps.