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.
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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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.
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