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.
Real WORKetc users once again drop some productivity tips on running, managing, & growing your small business to bring you to the head of the pack.
It's easy to drown in the torrent of emails that flood your inbox everyday. Fortunately for Gmail users, Gmail Labs has a few features that, coupled with the WORKetc Gmail gadget, not only make your inbox more efficient but make you more productive as well.
You can't grow your business successfully without the right apps and tools. Here's a look at the new apps and tools that you need in your small business toolbox to win big in 2018.
Multitasking is a myth—and it's a lethal one for your small business. Here’s how you can keep it from killing your productivity.
We know using a mobile CRM can benefit a small business, but how exactly can it do that? We went and asked real WORKetc customers how they use our Android and iOS apps to work, run, and manage their businesses efficiently and effectively, anytime they need to, wherever they may be.
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.