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.
What we learnt about small business from spending 12 months writing 20 business plans. The key to keeping your business, in business, could be as simple as tracking three or four key numbers every single day.
This consulting firm's old systems were straining to cope with rapidly growing business. The alternatives they tried were complicated, expensive, and involved multiple apps. The solution?
We’re in the final week of finalizing the features and changes that will be included in the next WORK[etc] release, so if you have any suggestions now's the time to tell us. While you're at it, check out this sneak peak at how the update is shaping up.
Version 2 of the WORK[etc] iOS app was a huge improvement over Version 1. Version 3 is set to blow it out of the water, however, as this release takes the app's speed and usability to a whole new level. Keep reading for a sneak preview of the features we’re adding.
Bringing a checklist when you shop around for a CRM is a good idea, but not when the checklist is too short and vague. The devil, as they say, is in the detail. To help out, we've compiled a list of important features that you should look for in a CRM system.
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