- CRM Service plus more.
- Do more than customer relationship management when you combine with projects, help desk, billing, and more.
- Project Management CRM.
- Manage customer relationships and participate in project management collaborations, assign tasks, and keep your clients up to date by inviting them to use WORKetc's customer portal.
- Project Billing CRM.
- Get detailed billing information on all your customers. Instantly. Get reports in real time on virtually every aspect of your business.
- Customer management software.
- Track customer support, assign issues, send canned responses and publish a knowledgebase, or a blog - all from within WORKetc.
CRM Service software is easier for everyone.
Many smart small business owners are realizing the power of a CRM (Customer Relationship Management) service. With budgets tightening, they are realizing the highest ROI is on making sure that the leads they already have get converted to sales and customers. And then of course there is the old saying that it is always easier to keep a current customer happy than to find a new one. A CRM service is a perfect tool for making sure that customers get the highest level of attention with all of their case data in one place.
Pursue every sales lead.
Create web forms to capture sales leads directly into our CRM web. Assign and qualify leads, issue quotes, close in on sales, and set follow-ups - without using any other applications.
A bird's eye view of operations, in real time.
A powerful, web-based CRM service should incorporate all functions of a business crm, not just client management. It should provide real-time insight into how your business is tracking at any given time.
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