Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
By Daniel Barnett | 25-07-2017 | 3 comments
By Daniel Barnett | 28-06-2017 | 4 comments
Not just anybody can be a project manager. Here are 5 must-have skills for project managers and how you can use project management with CRM to sharpen and master them.
By Daniel Barnett | 27-06-2017 | 4 comments
This company has grown seven times larger in the past six years, but even without hiring new staff, they've managed to serve more clients in less than half the time it used to take them with the help of their CRM and project management app.
By Karl Bautista | 20-06-2017 | 4 comments
I've been using Outlook for years, but since integrating it with WORKetc it has become more than just an email client. It's now my go-to app for managing everything I have on my plate. Here's why—and how.
By Daniel Barnett | 25-05-2017 | 11 comments
WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.
By Daniel Barnett | 25-04-2017 | 6 comments
Every business owner wants to be paid on time. Here's how WORKetc can help you make sure the invoices you're sending out are paid promptly.
By Daniel Barnett | 28-03-2017 | 3 comments
Businesses have largely embraced the widespread availability of mobile devices, and for good reason. Here's why—and how you can use WORKetc mobile CRM to do the same.
By Daniel Barnett | 15-03-2017 | 3 comments
Email has changed communication as we know it, but not always for the better. It needs to do more to be truly effective, but until that happens, the WORKetc add-ins for Gmail and Outlook will pick up the slack.
By Daniel Barnett | 08-02-2017 | 7 comments
One post wasn't enough to cover all the tips WORKetc users shared about how they use our business management software to grow their business. Here's part two.
By Daniel Barnett | 03-02-2017 | 2 comments
We've always made it a point to share tips and tricks, both those we learn in the course of us actually using WORKetc the app to run WORKetc the company and those we gather from real users. Today we're turning the spotlight on how clever users use WORKetc to grow their businesses.
WORKetc is a small business. Tiny, really, compared to others in the CRM industry. But still—we’re able to provide our services to over a thousand companies, big and small, all over the world. How? Well, by using a complete business management solution to run day-to-day operations, for one, but also by obsessively making sure that […]
Don’t believe what the “gurus” tell you: lead generation is hard. It costs money, time, and a whole lot of effort. So it stands to reason that business should do everything they can to at least make the process of actually capturing the leads they generate be much smoother and easier. That’s where WORKetc’s web […]
One of the most mind-blowing conversations I’ve ever had was with a potential client whose support team used spreadsheets to track everything. They had one guy list down every support ticket and conversation he had during the day, and then another person would add those daily lists to one big spreadsheet. That left me speechless […]
When I started my first content marketing business I had a very basic idea of what I needed to do: find a customer, do work for them, get paid. That was it. Once I was busy and in business, I realized that I had missed a few important steps. I had to come to grips […]
Every minute and second you save, every dollar and cent that you bill—everything counts when you’re running a small business. This is a lesson every entrepreneur needs to learn quickly if they want to stay in business. WORKetc already helps streamline business processes and workflows by integrating CRM, projects, billing, support, and more into one […]
The growing use of customer relationship management (CRM) tools by businesses big and small has created a cliche for the digital age: if you want your business to succeed, you’re going to need a CRM. As banal as it is, that statement rings true. Relationships with your customers are crucial, and the tool you use […]