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.
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.
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.
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.
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.
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matched to your company needs.