Many businesses live and breathe email. Keeping everything organized with a string of email chains and attachments leaves critical information unorganized and inaccessible to others.
With WORK[etc] you track all business data and communication centrally. View contact correspondence and make detailed responses from inside WORK[etc] and track conversations between your business and a client on their profile. Use our Gmail Gadgets to view WORK[etc] context from the email sender and create or update activities using information contained inside an email.
Using WORK[etc]’s Gmail Gadgets, you can communicate with your team
and manage your business from anywhere. The gadget fits neatly inside
Gmail and loads WORK[etc] contact data in context with the email sender.
It gives you the option of using an email to create or update a new
task, sales lead, project, support case, or other activity. You can also
attach emails to objects directly, and all updates you make sync into
WORK[etc] within seconds.
Bring in leads through web forms, by email, or by phone. Collaborate
or assign leads to team members and create custom sales stages to
qualify them to a close. Use visual pipelines to see the monetary value
of your expected sales and see which stages your leads are at. When a
lead has been turned into a sale, convert it into a project, quote, or
invoice directly. Collaborate on projects and track time spent using
timesheets. Attach billable items such as expenses, milestones, and
timesheets onto an invoice.
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.
If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.
No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.
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.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
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matched to your company needs.