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!
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
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.
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.