When combining project management software with other aspects of your business, you’re bringing collaboration, automation, and efficiency to the core of your businesses operations. Managing projects and collaborating on tasks is much easier when you can reference any information you need without jumping between applications.
Save time and effort by automatically converting sales leads into projects, duplicating existing projects, or using project templates. No need to jump to another application to look up contact information or the necessary project information, it’s all stored centrally and ready for you to reference.
Collaboration goes business wide with our web based project management software, and takes place on everything from sales leads and projects to invoices and support tickets. You can even invite clients and contractors to come in and collaborate with you, while setting the permissions on what they’re able to see and do.
Scenario:You take on a new project for one of your clients. You create a project, and invite employees to collaborate on the project with you. After half-way completion, you invite your client to login via WORK[etc] and check on the progress of the project, allowing him to make additional notes about what they would like. You take note of the changes, finish the project accordingly, and invoice them for compensation.
Handle the most complex of projects in our web based project management software, with the help of features like gantt charts, project dependencies, and nested sub projects. Track all your time through our project tracking software, and have timesheets automatically converted into invoices with a single click.
Keep everyone in sync with the help of shared calendars, reminders, and to-do lists. Share documents, add comments to profiles and discussions, and plan meetings from one secure online location. Receive reminders, alerts, and progress updates via email or RSS.
While running a business and managing multiple projects it’s easy to get unorganized. With the help of our online project management tools you can centralize all information by attaching anything to a project. This means any timesheets, invoices, support tickets, tasks, to-dos, discussions, and much more.
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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.
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