BLOG. SMART PRACTICAL BUSINESS ADVICE

New Web Forms – *UPDATE: Now Live

**Update – Now Live**

We are close (as in this coming week) to making available the new web forms tool for WORK[etc].

Web forms are a critical part of WORK[etc], enabling a link between your web site, getting information into WORK[etc] and then using that information to automatically create a sales lead, a support case, a new contact or capture information and view in a report.

What’s Changed?

A lot of the changes we’ve implimented have come directly from the feature suggestion forum.  In summary:

  • Forms now give you the option of disabling customer look up (requiring your customer to log into your form) and disabling auto-update of customer records
  • Re-arranging questions on your form is now a simple matter of dragging and dropping each individual element
  • Javascript can now be used to insert the form in your web site
  • Documents can now be uploaded via a web form
  • And a whole lot of other suggestions

Previews

Here are some previews – click the image to view full size image with notes.

New Web Forms - Click to Zoom

New Web Forms - Click to Zoom

New Web Forms - Click to Zoom

I’ll update this post when we push it through to beta release; 90% likely before the end of the week.

Where to now…

In order to complete and roll out the new Sales & CRM modules, we needed to complete 3 core modules:

  • Lightning fast searchcompleted!
  • Web Forms – 99% completed!
  • Roles, Permissions & Groups – 50% completed

So this means we can really push on with the new sales and CRM modules including customizable table display, sales workflows (including drip email marketing), new sales leads views and better management of sales leads.

Were also a good way into the Outlook Plugin.  This basically works the same way as our Gmail Plugin, but inside of Outlook.  I’ll post some screen shots shortly.

And we’re about to knock off the Xero integration and Quicken integration with development due to start October 10th and completed inside of 3 – 4 weeks.

Customer Support / Product Specialists

I’m hiring more customer support people, preferably in the East Coast of USA timezone.  Email me (daniel at worketc) if you’re interested – I do have a preference for hiring existing WORK[etc] users!

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 […]