We’d like to think you’re not still managing documents through email, but that’s the reality for many small businesses. We know of the frustrations of version control and not being able to access the right documents when you need them. Our all-in-one software allows online document management to all take place from one secure online location. Access documents from anywhere!
Making documents available to your clients and contractors is effortless with our document management software. Invite clients to log in to WORK[etc] and view specific documents, while setting the permissions on what they are able to see and do. Think relevant sales documents or support information. Even collaborate through Google Docs thanks to our crm google apps integration.
There’s some awesome perks when you combine web based document management with CRM, PM, and billing. For example, associate specific documents with certain contacts, projects, invoices, or calendar events. WORK[etc] makes it easy to find the relevant information you’re looking for.
It’s fair to assume you may want to organize your folder structure in a specific manner, or perhaps create the same set of sub-folders for your clients. With our document management software, you can create specific folder directory templates and use them each time you create a new client.
Use our online document management features to create inner-company blogs or knowledge bases. Use these information centers for employees to constantly reference, and store company manuals online. Collaborate on these, and allow your business team to collectively contribute to the IQ of your business overall.
Instead of a web based document management application outside of your business software, you can include everything relevant to your business within our document management software and Google CRM software. Store documents relevant to your CRM, PM, or billing aspects of your business and organize them accordingly.
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
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.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.