Instead of managing your business through multiple online business systems, WORK[etc] integrates all of the tools a business needs into one central app.
Bring in leads through web forms or by email, and qualify leads using custom sales stages. Changing the status of a lead can trigger a follow up email, sales action, or other task. Have won sales automatically converted into projects, quotes, or invoices. Collaborate on projects and create dependent sub projects and tasks that don’t start until others are completed.
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.
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.
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.
WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.
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matched to your company needs.