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Effortlessly manage relationships with individuals and companies and view every single interaction across your entire organization in real time.
Complete Contact Activity History
Access historical activities for company members or entire companies. Stay informed about recent contacts and updates, aiding in relationship-building and strategic outreach.
Segment Contacts Your Way
Use custom tags and fields to segment contacts. Personalize interactions and target your communications with custom segmentation tailored to your needs.
Import and Export Easily
Manage contacts across platforms with ease by effortlessly exporting and importing contacts. Save time, reduce errors, and sync your connections without breaking a sweat.
How Context Switching Leads to Lost Productivity
Link individuals to companies and branches, add tags and your own custom fields.
Start new tasks, leads, invoices, support cases or meeting invites directly from contact profiles.
See every interaction and activity automatically logged under each contact.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.