And does your project management software do billing?
WORK[etc] combines sales management software, project management, and billing into one intuitive application. Manage your entire business through one system, and no longer worry about huge monthly costs and integration issues.
WORK[etc] combines key business management features to help with all business processes. Organize all contacts throughout your business with the use of tags, and all sales leads. Assign sales leads to others, and collaborate on them as a group. Qualify leads, view sales pipelines, set sales actions & alerts, and generate reminders. Close in on sales, and keep customers coming back via email marketing campaigns.
Because WORK[etc] is an all in one business management system, you can manage the entire client life cycle in one contact management software. Manage a client from the lead stage, and close in on the sale with sales actions. Then manage projects for a client, and collaborate on them as a group – even invite your client to collaborate with you. Then invoice your client, and manage all billing. Every aspect of your relationship through WORK[etc].
Every form of communication you’ve made with a client, as well as all items worked on relevant to that client, will be seen under a client’s profile because of WORK[etc]’s detailed contact histories. Keeping up to date on the specifics of a client relationship is easy when every aspect of your relationship is right in front of you, and contact histories integrate with our helpdesk software to save time on inquiries. Clients will think you never stopped thinking about them.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.
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.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.
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