WORK[etc] puts CRM, project management, billing, collaboration, support, time tracking, and other tools into one app, making it the only G Suite CRM that can manage every aspect of your business.
Clients will think you never stopped thinking about them when they communicate with you and you already know everything about them. This is thanks to WORK[etc]’s detailed client histories, listing every item ever worked on related to a client as well as all correspondence at a single glance. Remember, with WORK[etc] you track the entire lifecycle in one system; from lead, to project collaborator, through to billing.
Use emails to create new WORK[etc] activities, attach emails to existing activities, and make changes to existing activities, all from Gmail – using the WORK[etc] Gmail gadget. Collaborate on documents via our two-way Google Docs sync. Share your contact base with WORK[etc] using our two-way Google contacts sync.
Kyle, a one-man design service uses WORK[etc] + G Suite to organize his business. His website inquiries auto-filter into WORK[etc] as leads, where he tracks them until they’re won. Then he converts leads into projects & uses Google Docs to communicate changes to his clients. From here he simply creates an invoice based on his timesheet data and sends it off to the client.
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.
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.
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.
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.
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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