BLOG. SMART PRACTICAL BUSINESS ADVICE

iPhone App & New Features Released. Top Secret Project Revealed.

Match your exact business processes to WORK[etc]'s business management platform with customized sales processes and project stages. Read how here...!

Yes, this week is a new release week.  We have a bunch of updates and changes going live for Friday including Sales Stages and Saved Filters.  Read below for more…

New Mobile Apps Are Live

If you haven’t heard already, our new mobile apps are now available on iTunes and Google Play.  Here is a quick recap on what is new:,
★ brand new interface
★ local caching for massive speed improvement
★ 100% native interface for zippy user-experience
★ expanded activity stream
★ addition of Sales Lead module (Sales leads for Android will be Nov 14)
★ optimized for larger screens iOS6 and iPhone 5

If you really do love what we do, then we’d love you right back if you post a quick review:5 x ★ us @ Apple iTunes5 x ★ us @ Google: Play

Sales Stages (and an Insider Reveal)

Earlier this year we introduced Project Types; the ability to store a template of project types and progress stages and use that structure to better manage the different types of projects your business might do.

<
With this release we introduce Sales Processes.  This lets you set up and create different sales processes for the different products and services you sell or to run a different sales process for each market or territory you operate in.  Cool right?

Top Secret Reveal:  Smart readers quickly identified that Project Types was the first fundamental step in building resource allocation and utilization.  These same smart readers have also, just this second, realised that Sales Processes is the first critical step to building out our Marketing Automation module.

This is what the new Sales Process feature looks like:

Create unlimited Sales Processes

Saved Filters

Next up we have saved filters.  Any place in WORK[etc] where you can filter your data, you can now also save that filter for instant access in the future.

For example, lets say you are the manager of your support team and you’ve just hired a new support agent.  You want to keep a close eye on the new recruit’s progress, so you would simple create a filter with these variables:

  • All support cases
  • Within the last 7 days
  • Assigned to Mr New Recruit.

Then simply hit the save button and that filter is hitched to your menu bar for next time.

Saved Filters for Future Access

Centralized Apps and Integrations

All of the WORK[etc] apps and integrations can now be accessed from the single Settings Menu.  Also note that the Outlook Add-in is now out of beta and readily available.

WORK[etc] Apps and Add-ins

Other Improvements

There are also a heap of minor tweaks and improvements going live, including:

  • improved table layout when viewing projects
  • improved Web Form -> Sales Lead or Support options
  • context when viewing the activity history of a contact
  • about 100 additional help glyphs through out the inteface
  • new framework for new dashboard widgets (this needs a separate blog post!)

Hiring a Journalist

We’re looking to hire a business and technology journalist, with 5+ yrs of experience to help us tell all the amazing stories that our customers have to share.  This is a full time position, with the option to work from an office (New York) or possibly remotely for exceptional candidates.  Top pay is on offer – journalists should read more here.

What we’re coding up right now…

Right onto the next batch of projects:

Plus-one, Tweet or Like Us below if these projects are important for your business.

See all

Featured Posts

The Underperforming 10% of Your Team Can Burn Your Small Business

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 […]

Unlock Your Site’s Potential With Automated CRM Web Forms

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 […]

Still Using Spreadsheets? Here’s Why It’s Time to Graduate to a CRM

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 […]

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 […]