BLOG. SMART PRACTICAL BUSINESS ADVICE

Customer Project Collaboration

We’re happy to announce that WORK[etc] users can now share projects with customers. If you’re already taking advantage of the other Customer Area features such as invoice payments, support ticketing and knowledge base, all you have to enable this feature is open the Project you want shared, and turn on the new Client Access option.

This feature will allow the client to view descriptions, dates, progress and comments. They can also post comments and upload files and pictures within their comments for quick and easy collaboration.

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Featured Posts

The Secret Way One Small Change Can Save Your Staff 6 Hours/Day

Healthcare firm Wound Care Advantage uses WORKetc CRM to keep track of all client interactions. Many business owners think that getting a new customer is difficult, however, that’s the easy part. The real trick lies in keeping them happy and loyal. Customer retention is a massively important metric when you’re running a business, especially when […]

No Budget, No Problem: 10 Free Sites That Will Improve Your Small Business Marketing Material

Help your business leave a mark for no extra cost The human brain is a grey mystery wrapped in a squishy enigma. We can’t even really say with any certainty how much we know about it. After all, how can we be sure we know 10% about the brain if we have no idea what […]

This Firm Increased Revenue by up to $56K/Tech. Their Secret?

In the past ten years, Queensland-based telecom firm ECO Communications has grown from a handful of techs and sales personnel to a couple of dozen people. It’s now been a year and a half since they signed up for WORKetc Quickstart. In that time, they’ve seen first-hand how an integrated business management system can drastically […]

Exactly How Does A CRM Make Flying Safer?

WORKetc CRM helps ARA-I’s forensic engineers streamline their day-to-day processes. Growing up, Ivan Collins dreamed of working on cars as a race team engineer. That is, until he heard about a job where he could blow them up instead. “I was on a race team at NC State in the engineering department,” he recalls. “One […]

3 Quick Steps to Maximize Your Email Marketing Profits

I’m not the biggest sci-fi fan out there, but even I know at least one thing about Star Wars: Imperial Stormtroopers can’t aim. Their typical tactic seems to be spraying an area with laser fire and praying that maybe someone (hopefully someone from that pesky Rebel Alliance) gets hit. This Stormtrooper tactic is scattershot marketing […]

Could Your Business Manage 100+ Projects a Day 35% More Efficiently? This Company Did.

Forget the sharing economy — becoming a true blue homeowner is still a dream that a lot of people have. There’s precious little that can compare with the feeling of walking into a house that you own, that’s now rightly and truly yours after years of sweating and saving. Unfortunately, it’s not always rainbows and […]