Does your Online Project Management do CRM?

When using multiple applications to manage your business, critical project data is spread throughout your CRM, billing, and project management software, resulting in users having to jump back and fourth to do simple tasks.

By consolidating multiple programs into one platform, WORK[etc] allows you to do more with projects. Upon the completion of a sale a lead can be converted directly into a project with all client information coming with. Set a project bduget, manage task lists, and track time spent working on a project using timesheet, milestone, and expense data to create an invoice.

  • Work Inside Google Apps
    Use the Gmail gadget to create leads, manage projects, and update existing activities using an email’s contents.
  • Easier Organization
    Group relevant items with your projects such as timesheets, invoices, support cases, and Google Docs.
  • Multiple Project Views
    Choose from 8 real time project views including Gantt Charts, Activity Streams, and Project Trees.
  • Smooth Operations
    Create nested project structures and set dependencies to ensure a proper flow of tasks.

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CRM Benefits at Lightspeed with the WORK[etc] QuickStart Onboarding Program

We know that getting your business up and running with new software can be hard work. Let us do some of that heavy lifting for you, all for no additional net cost.

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