When using multiple applications to manage your business, critical project data is spread throughout your CRM, billing, and project management software, resulting in users having to jump back and fourth to do simple tasks.
By consolidating multiple programs into one platform, WORK[etc] allows you to do more with projects. Upon the completion of a sale a lead can be converted directly into a project with all client information coming with. Set a project bduget, manage task lists, and track time spent working on a project using timesheet, milestone, and expense data to create an invoice.
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.
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.
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.
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.
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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