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.
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