By combining all of the tools you need to manage your business in one collaboration software, WORK[etc] helps support sales relationships, project management, and business finances all at the same time.
WORK[etc] provides your sales team with the tools it needs to manage opportunities and close sales with efficiency. Bring in leads through web forms, by email, or another source, and have them filter into a lead pool. Assign leads to others or collaborate as a group using discussion threads, custom sales stages, visual pipelines, and Gmail integration. Once a lead has been won, convert it into a project, quote, or invoice.
WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.
Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
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matched to your company needs.