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.
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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.
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