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!
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A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.
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