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This financial firm didn’t want to drown in paper reports, so they looked for a cloud-based all-in-one CRM solution

This USA-based company offers business consultancy and financial advice to developing companies in the oil, gas, and real estate industries. The trouble is, their fast growth has led to a surplus of hard-to-track paper reports, emails, and spreadsheets. Learn how WORK[etc]'s cloud-based business management tools can help keep you from drowning in a sea of paper.

The simple, all-in-one solution to this accounting firm’s complicated problems

This California-based accounting firm is having problems getting the entire team to get completely on board the system they are currently using as it’s “a little bit overly complicated”. Learn how WORK[etc]’s intuitive, easy-to-use cloud-based system can break down the barriers to full implementation without sacrificing its powerful suite of business management tools.

How an accounting firm can manage the entire customer life cycle with one cloud-based solution

Each year, you probably dream of sailing through tax season and winning a stream of client accolades and new referrals. Why not make that happen with a simple, powerful solution that redefines the meaning of efficiency?

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WORK[etc] blog

7 Clever Add-Ons That Supercharge Google Drive Productivity

Do more with WORKetc CRM’s Google Drive integration and these clever add-ons. We rolled out a significant new feature to WORKetc CRM’s Google Drive integration a while back, giving users access to Team Drives from within the WORKetc CRM environment. In the spirit of that update, here’s a curated list of seven add-ons for Google […]

4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut

Using WORKetc CRM for a more efficient, productive sales team. Selling is simple. You get a sales lead, you offer goods and services, the customer picks one and pays you. But just because it’s simple doesn’t mean it’s easy. The idea itself may be simple, but the actual execution is a difficult task requiring a […]

3 Must-Know Strategies Your Business Needs For Successful Projects

Stop wasting money with these 3 must-know project management tips. Ever lost money on a project, even one that you managed to complete? Well, you’re not alone. In their 2018 Pulse of the Profession report, PMI estimates that 9.9% of every dollar is wasted due to poor project performance. For every $1 billion invested, that’s […]

WORKetc CRM Success: Celebrating Your Big Wins in 2018

A brand-spanking new Gmail add-on, an overhauled iPhone app, and much faster search capabilities—these are just a few of the massive changes we introduced to WORKetc in 2018. None of these improvements, however, would be at all possible if not for the continued support and dedication of our loyal WORKetc users. And since there’s no […]

4 Simple Tips For Max WORKetc CRM Efficiency From Real Users

WORKetc CRM tips and tricks, tried and tested by real users. A CRM is an investment. And as with every investment, you’ll want to squeeze a much juice as you can out of it. Here’s a new batch of tips on how to do just that, from real WORKetc users running their small businesses on […]

3 Critical Resolutions for Small Business Success in 2019

Keep the fireworks going all throughout 2019 with WORKetc CRM. If you’re anything like me, New Year’s resolutions are never just about your personal life. It’s also about probing deep and seeing what you can do for your business. It’s about identifying changes that have real, tangible, and measurable impacts. Here are a few ideas […]