Small business management software should allow you to follow any project from start to finish with an overview of every aspect along the way. It should encourage you to set deadlines, create project templates, share progress with employees and clients and integrate your CRM (Customer Relationship Management) with your billing and expenses. If it does not include all of these attributes you will find that you must have multiple software packages and repeat entries.
Next to CRM, project management is the most important snapshot of where you are in any project – and where you are going. Look for the following project platform features when you are ready to start your business or upgrade your business software.
Finally, find business project management software that allows you to integrate your entire business with one single web application to give you the confidence necessary to comprehensively manage all the details and put your business in the right perspective.
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.
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
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.
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.
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.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.