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.
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.
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.
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.
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.
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.
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matched to your company needs.