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.
IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.
Every business owner wants to be paid on time. Here's how WORKetc can help you make sure the invoices you're sending out are paid promptly.
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.
How do you run multiple different brands and still have time to host a podcast and regularly speak at conferences? Donna Grindle of the Kardon Group tells us how WORKetc business management app lets her do just that.
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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