Using the email drop box, integrate WORK[etc] with your related company emails for two way functionality. Users can not only send emails from within WORK[etc], but can also set up WORK[etc] to capture all incoming emails to company addresses and parse them to their relevant functions/users within the application automatically. Not to mention users can use the email drop box to create and update items while not using WORK[etc].
Sending an email to any contact from within WORK[etc] is as simple as the click of a button. Our G Suite CRM can also be set up to automatically capture general correspondence, and will parse emails out to specific users within the system, or make necessary changes, based on what address an email is sent too. For example, if an inquiring lead sends an email to a sales email, WORK[etc] will automatically use the information given to create a lead within the system.
Using the E-mail drop box, users can create and update projects, contacts, leads, and other items all through email. Create and update new items on the fly, through a desktop email client or perhaps a mobile cell phone. Think purchasing company supplies and updating your expenses right then and there, or closing in on a sale during a meeting and making the necessary changes immediately!
We've always made it a point to share tips and tricks, both those we learn in the course of us actually using WORKetc the app to run WORKetc the company and those we gather from real users. Today we're turning the spotlight on how clever users use WORKetc to grow their businesses.
Need a quick productivity boost? Do more work in less time with WORKetc’s deep G Suite integration.
When it comes to growing your business, "free" CRMs can end up costing you more than you think.
This former IT consultant traded the uncertainty of contractual work with even more uncertainty when he switched to IT disposals, but he had a pair of aces up his sleeve: a solid, process-oriented approach and WORKetc.
One post wasn't enough to cover all the tips WORKetc users shared about how they use our business management software to grow their business. Here's part two.
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