WORKetc Workflows for Collaboration
Whether contributors are inside the business or external, WORKetc was built for collaboration from the ground-up.
Create New Leads
Automate Inbound Leads
Collect Custom CRM Data
Grant Customer Portal Access
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Inbound Email Enquiry
A shared inbox for enquiries centralizes all customer communications.
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Generate New Sales Lead
Email and details attached to new sales lead, which is assigned to a sales team member.
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Response & Call Scheduled
Team member responds and calendar is updated for sales call, along with CRM record of activity.
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Automated Email with Information & Attachments
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Contact Created Automatically
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Webform Captures Contact Information
Custom webforms captures specified customer data.
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Automatic Lead Generation
Custom data from webform populates required fields in new sales lead.
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Automatically Assigned
Custom rules and automations assign new lead to custom sales process and team member.
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Automatically Linked to Project
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Custom Webform Captures New Contact
Webforms capture a range of data, including custom fields.
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Custom Fields Collect Unique Data
Form fields collect data for CRM columns specific to business needs.
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Smart Lists & Reporting
Powerful search and reporting tools assist in understanding your CRM data, including custom fields.
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Auto-Assign Sales Process and Notify Agent
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Webform Registers New Customer
Webforms capture data, including new information for customer login.
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Automatically Creates Customer Portal Login
Custom-branded portal allows logins from clients and collaborators.
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WORKetc Accessible to Customers via Portal
Grants access to WORKetc modules like Projects, Invoices, and more.
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