Whether the task is related to sales, projects, finances, or someone just needs to pick up some supplies from the store, task lists contain bits and pieces interrelated with every aspect of your business.
Having task management software in the same place you keep the rest of your business data keeps all work and collaboration centrally organized. With WORK[etc] task lists can be attached to projects, leads, support cases, and other items. Expenses can be tracked directly on tasks and projects, and dependent tasks can be setup making the completion of certain tasks trigger other tasks to start.
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.
Spreadsheets are great at what they do, but when you're using them in place of a real business management software, you can actually end up crippling your business—or worse.
Automating the lead capture process may be the most obvious use for WORKetc's custom web forms, but their sheer customizability actually lets you use them for far more than that.
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.
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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