Managing your business through multiple web apps results in data being spread out, users inefficiently jumping between systems to look up critical info, and a discouraged sense of collaboration.
Having a central CRM software to manage your entire business brings teams together. Contacts, sales, projects, billing, support issues, task lists, and other important business items stay in one accessible place. Users can group items together for easier referencing and manage the entire lifecycle of their business relationships in one web based system.
- End to End Management
Bring in leads with web forms, qualify leads with custom sales stages, and convert won leads into projects, quotes, and invoices. - Update leads inside Gmail
Create items and update existing items using information contained within an email via WORK[etc]’s Gmail Gadget. - Track Relationships
A single glance at a contact’s profile lists all related leads, projects, tasks, invoices, comments, emails, and more. - Support Your Customers
Bring in support tickets through web forms. Create detailed canned responses. Publish a knowledgebase or FAQ.
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