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.
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Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
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matched to your company needs.