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.
What would a customer want to see everyday: a cookie-cutter login screen without any character or a good-looking custom screen that lets them know you mean business? Hint: the answer is the latter. Read on for a few awesome resources that you can use to stamp your own personal brand on your WORK[etc] customer portal login screen.
Businesses can bleed money in so many ways. Fortunately, you can still keep the bleeding from turning into a full on cash hemorrhage. QuickBooks queen Stacy Kildal tells us how.
Earlier this week, we sent out a call for beta testers for the WORK[etc] Android CRM app. Well, we're not done yet with the mobile love -- not by a long shot! WORK[etc]'s first major mobile release of the year is finally here: the WORK[etc] iPhone CRM app is now out and available on the iTunes App Store. Download it now!
Our very own Jason Thayer headed out to this year's SXSW festival in Austin to spread some WORK[etc]-style love, and we've got the pictures to prove it.
Best of breed apps are great at what they do, but their single-function nature can make them cost-prohibitive for small businesses who want to build their own CRM ecosystem. That's where an integrated CRM system comes in — by handling a large chunk of the CRM ecosystem, it enables small businesses to use the time and resources they save on more pressing matters.
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