BLOG. SMART PRACTICAL BUSINESS ADVICE

Sign up Now for the WORK[etc] Android CRM App Beta

We've said before that the Android version of the WORK[etc] mobile CRM app was hot on the heels of the iPhone app—and we weren't kidding! As the iPhone app finally breaks out into the wild, we're opening signups for the Android app's beta testing phase. Join Insiders now and be a beta tester!

You read that title right, Android users—the Android version of WORK[etc]‘s CRM app is now finally ready to be put through its paces during the beta testing phase. The beta test will be exclusive to members of WORK[etc] Insiders, so if you aren’t one yet, you should join now by clicking here. Once you’re in, just look for this challenge banner:

Complete this challenge on Insiders to become a WORK[etc] Android CRM app beta tester.

We’ll be rolling out the Android app’s first beta build sometime during the week of March 2. As with the iOS beta, testers are fully encouraged to report every bug and issue that they come across. Plus, we’re publishing a few exclusive challenges and a shiny new badge for Android beta testers on Insiders.

New Features and Improvements

The app’s new and improved Dashboard gives you a quick view of what you’re working on and what you have scheduled. Aside from the “Upcoming Events” and “My Recent Activity” lists, we’ve also added a “New and Updated” list to help you stay on top of every contact, support case, or project. Also, up top, you’ll see familiar icons that let you create new items in WORK[etc] with a simple tap.

You can also create anything from new leads to support tickets from virtually anywhere in the app via the Navigation Drawer. Just swipe from left to right to open the left menu and tap on the “+” buttons beside the module names. The Dashboard and Settings modules are also accessible through the Navigation Drawer.

You’ll also notice in the image below that there’s a Feedback button in the Navigation Drawer; this is only available on the beta build so testers can send bug reports and issues without having to close the app.

WORK[etc] Android CRM AppMain Dashboard and left menu Navigation Drawer. Click to zoom.

The Contacts module has been optimized to allow for faster searching. You can further refine and filter search results using more advanced filtering options. These options are accessible by swiping from the right to the left when searching.

Filtering isn’t limited to contacts; you can filter results on pretty much on any module in the app.

WORK[etc] Android CRM AppContact Screen and Filtering Options. Click to zoom.

The activity history feature has been overhauled. You can now keep track of any contact’s activity, including correspondence.

Speaking of correspondence, the Android app also has the streamlined Discussions module that we built for the iPhone app so you can keep discussions going even when you’re out of the office.

WORK[etc] Android CRM AppContact Activity Stream and Discussions module. Click to zoom.

The new project module includes both the Activity Stream View and Nest Tree View. Custom fields that allow users to add and collect more niche and industry-specific information to objects in WORK[etc] are also included in the beta build.

You can even snap a picture and attach it to a project—very useful for when inspiration strikes while you’re out in the field or when you have to charge a receipt against an expense. You can also upload any image you have saved on your phone.

WORK[etc] Android CRM AppProject Activity Stream and Tree View. Click to zoom.

You can also launch a timesheet from practically any screen. The feature is further enhanced with the new “Start/Stop” timer. Timers have been integrated with Android notifications, so any ongoing timers will be shown in the notification area. In the iPhone app, this is only available to those running iOS 8.1, but Android users running Jellybean and higher can all take advantage of the timers in the notification area.

WORK[etc] Android CRM AppTimesheet module and running timer notifications. Click to zoom.

Remember, the beta is open only to members of WORK[etc] Insiders. If you haven’t done so already, join Insiders by clicking here.

See all

Featured Posts

7 Clever Add-Ons That Supercharge Google Drive Productivity

Do more with WORKetc CRM’s Google Drive integration and these clever add-ons. We rolled out a significant new feature to WORKetc CRM’s Google Drive integration a while back, giving users access to Team Drives from within the WORKetc CRM environment. In the spirit of that update, here’s a curated list of seven add-ons for Google […]

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Using WORKetc CRM for a more efficient, productive sales team. Selling is simple. You get a sales lead, you offer goods and services, the customer picks one and pays you. But just because it’s simple doesn’t mean it’s easy. The idea itself may be simple, but the actual execution is a difficult task requiring a […]

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop wasting money with these 3 must-know project management tips. Ever lost money on a project, even one that you managed to complete? Well, you’re not alone. In their 2018 Pulse of the Profession report, PMI estimates that 9.9% of every dollar is wasted due to poor project performance. For every $1 billion invested, that’s […]

WORKetc CRM Success: Celebrating Your Big Wins in 2018

A brand-spanking new Gmail add-on, an overhauled iPhone app, and much faster search capabilities—these are just a few of the massive changes we introduced to WORKetc in 2018. None of these improvements, however, would be at all possible if not for the continued support and dedication of our loyal WORKetc users. And since there’s no […]

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

WORKetc CRM tips and tricks, tried and tested by real users. A CRM is an investment. And as with every investment, you’ll want to squeeze a much juice as you can out of it. Here’s a new batch of tips on how to do just that, from real WORKetc users running their small businesses on […]

3 Critical Resolutions for Small Business Success in 2019

Keep the fireworks going all throughout 2019 with WORKetc CRM. If you’re anything like me, New Year’s resolutions are never just about your personal life. It’s also about probing deep and seeing what you can do for your business. It’s about identifying changes that have real, tangible, and measurable impacts. Here are a few ideas […]