Quickbooks is one of the most popular accounting software systems for small businesses. Integrating your small business CRM with Quickbooks allows you to easily share your accounting and financial information with your sales team. This enables you to better track expenses and generate more detailed reporting to show you where you can improve on costs. Check out the video below to learn more.
Instead of managing your business between multiple poorly integrated web apps, WORK[etc] integrates all the tools you need to manage your business into one platform.
Centrally manage contacts, sales, projects, support cases, time tracking, and billing. Log expenses related to an activity, track time spent working on projects, and create billable milestones. Manage a list of products within a product catalog, along with quotes and estimates. Then, instantly turn any of these charges into an invoice and have the specific data sync with Quickbooks online.
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.
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.
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.
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
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