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!
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.
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.
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.
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.
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.
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.