How accessible is your web based CRM? Businesses often juggle 2-3 apps for separate business processes such as projects, time tracking, and billing. This can be costly and ineffective.
WORK[etc] allows you to bring in leads via web forms and then qualify your leads using custom sales stages and a visual pipeline with financial estimates. Get expected cashflows and run sales analysis reports. Then, once a lead has been won it can be converted directly into a project, quote, or invoice. Collaborate on projects with clients, track time, and bill your clients all using WORK[etc].
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.
Is your company CRM starting to go stale? Has the excitement of managing all your customers with the one system faded? Our six steps will help you refocus efforts on not only getting more value from your web-based CRM, but also how to position for long-term success.
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.
Get in on the new customer self-service portal beta release. The new portals include a fresh new design, contractor access and a heap of new and improved functionality.
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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