- A new kind of CRM system.
- Bring in leads from a variety of sources including web forms, collaborate on them, view sales pipelines, set sales actions & alerts, and view real time reports across your business.
- Add projects to the mix.
- Create project templates or duplicate previous projects. Create associated sub projects, to-dos, and set deadlines. Track time spent with integrated timesheets.
- Finances & Products.
- Manage a list of products and attach products to invoices. Set recurring & subscription billing. Generate overdue reminders automatically. Get paid on time.
- Easy help desk support.
- Capture support inquiries from your website, assign and collaborate on them, and integrate live chat. Instantly turn an issue into a knowledgebase article or canned response.
How to simplify your CRM:
Many businesses use multiple applications to run their business. This can be more problematic than helpful; a lack of integration and high monthly costs can ruin communication and efficiency. By going with a CRM system that combines other aspects of business management, you don't have to deal with integration related issues or high monthly costs. You manage your entire business from one simple, intuitive platform.
Simplify your business, save time & money.
By combining hosted CRM with other aspects of business software, users can increase the efficiency of all operations in their business. No longer do users have to deal with jumping back and fourth between applications, trying to find information for a lead or project, nor do they have to deal with double entry error and other issues from multiple applications.
Streamline all aspects of your business.
Manage all leads, projects, billing, support, expenses, and more from one web based CRM. Numerous benefits arise when using WORKetc, such as the ability to collaborate on all aspects of your business, as well as the workflow efficiency. Turn leads into projects with all information auto-populating over, with just a few clicks.
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