Client relationships often consist of much more than just closing a lead. Companies with SaaS apps that don’t accommodate the rest of their relationships are required to do in with costly integrations that become an inefficient hassle.
WORK[etc] supports your entire business lifecycle by including projects, time tracking, support, and billing. Once a lead has been won it can be converted into a project, quote, or invoice – with all relevant lead data coming with. As a relationship progresses, projects, support tickets, and correspondence can be managed centrally, and all billable items relating to your client can be seen on a single screen.
- All data in one place.
One central location for all task lists, sales leads, contacts, projects, finances, and employee permissions. - Product Lists
Manage product catalogs and attach products to invoices and leads. Group custom fields on to any module. - Capture Client Histories
View complete project, sales, purchase, and support history under a contact’s profile. - Custom Sales Stages
Use web forms to bring in leads and create custom sales stages with probability and expected cash values.
Related Reviews
Featured Posts
4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
WORKetc CRM Success: Celebrating Your Big Wins in 2018
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
7 Clever Add-Ons That Supercharge Google Drive Productivity
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
4 Simple Tips For Max WORKetc CRM Efficiency From Real Users
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
3 Must-Know Strategies Your Business Needs For Successful Projects
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
-
step
1 -
step
2 -
step
3