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.
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.
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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.
WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.
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