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.
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.
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.
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.
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.
A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.
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