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.
Need a quick productivity boost? Do more work in less time with WORKetc’s deep G Suite integration.
We've always made it a point to share tips and tricks, both those we learn in the course of us actually using WORKetc the app to run WORKetc the company and those we gather from real users. Today we're turning the spotlight on how clever users use WORKetc to grow their businesses.
One post wasn't enough to cover all the tips WORKetc users shared about how they use our business management software to grow their business. Here's part two.
When it comes to growing your business, "free" CRMs can end up costing you more than you think.
This former IT consultant traded the uncertainty of contractual work with even more uncertainty when he switched to IT disposals, but he had a pair of aces up his sleeve: a solid, process-oriented approach and WORKetc.
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