- Project management features.
- View all sub projects, to-dos, and related tasks in gantt view. Collaborate on projects with employees and customers. Ensure all projects are finished on time.
- Sales management software.
- Assign & collaborate on leads, view sales pipelines, set sales actions & alerts, and generate detailed reports. Put clients on your email marketing lists and keep them coming back.
- Invoice your customers.
- Automatically capture all expenses and payments across your business. Generate reminders for overdue payments automatically. Get expected cashflow estimates.
- Efficient customer support.
- Send out canned responses for common questions. Create a FAQ or publish knowledge base articles for internal or external use. Turn a support case into a public article with a single click.
No more missing opportunities.
WORKetc combines key business management features to help with all business processes. Organize all contacts throughout your business with the use of tags, and all sales leads. Assign sales leads to others, and collaborate on them as a group. Qualify leads, view sales pipelines, set sales actions & alerts, and generate reminders. Close in on sales, and keep customers coming back via email marketing campaigns.
From lead to returning customer.
Because WORKetc is an all in one business management system, you can manage the entire client life cycle in one contact management software. Manage a client from the lead stage, and close in on the sale with sales actions. Then manage projects for a client, and collaborate on them as a group - even invite your client to collaborate with you. Then invoice your client, and manage all billing. Every aspect of your relationship through WORKetc.
Easy and insightful customer support.
Every form of communication you've made with a client, as well as all items worked on relevant to that client, will be seen under a client's profile because of WORKetc's detailed contact histories. Keeping up to date on the specifics of a client relationship is easy when every aspect of your relationship is right in front of you, and contact histories integrate with our helpdesk software to save time on inquiries. Clients will think you never stopped thinking about them.
--------------------