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28Jun '17

The 5 Project Management with CRM Skills You Must Master for Success

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 | 28-06-2017

27Jun '17

Could Your Business Help 5x the Clients Without Adding Staff? This Company Did.

By Daniel Barnett | 27-06-2017

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.

20Jun '17

Outlook vs. Gmail: How to Manage Projects, Contacts, Leads, and Tasks Better

By Karl Bautista | 20-06-2017 | 2 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.

26May '17

Tools of the Trade: What Makes a Good Business Management Platform?

By Karl Bautista | 26-05-2017 | 9 comments

Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.

11May '17

CRM with Billing: Big Efficiencies That Mean Money

By Daniel Barnett | 11-05-2017 | 6 comments

A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.

26Apr '17

Managing the Messes and Insanity of IT Support

By Karl Bautista | 26-04-2017 | 9 comments

IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.

29Mar '17

Running Four Brands on One Business Management App? Here’s How

By Karl Bautista | 29-03-2017 | 4 comments

How do you run multiple different brands and still have time to host a podcast and regularly speak at conferences? Donna Grindle of the Kardon Group tells us how WORKetc business management app lets her do just that.

28Mar '17

Be Faster, More Efficient, More Effective With Mobile CRM

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.

15Mar '17

Email Needs to Do More or Die

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.

27Feb '17

The Hidden Price You Pay for Using Multiple Apps

By Daniel Barnett | 27-02-2017 | 4 comments

More and more small and medium enterprises are turning to the cloud to power business growth. With every new app added to the mix, however, the risk of losing track of critical business data increases. Fortunately, there's a one-app solution.

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Featured Posts

Tools of the Trade: What Makes a Good Business Management Platform?

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 […]

4 Time-Saving WORKetc Tricks for Power Users

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 […]

CRM with Billing: Big Efficiencies That Mean Money

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 […]

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]

Running Four Brands on One Business Management App? Here’s How

Entrepreneur, consultant, speaker, podcast host—Donna Grindle wears many hats in her day to day life. Add to that the fact that she owns and runs multiple brands and you have one busy business owner. “I’m a serial entrepreneur,” she proudly proclaims. “I just can’t help myself.” She traces the origins of her entrepreneurial streak to […]