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.
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
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