Contact profiles capture all correspondence between your business and a client as well as all activities and updates your business has worked on related to that client – at a glance.
Manage unlimited contacts. Group import/export from services like Outlook, Gmail, Thunderbird, Yahoo!, Hotmail, Vcard, Highrise, and others. Merge contacts, detect duplicates.
Create and manage contacts, as well as other activities through Google Apps, Email, and the WORKetc mobile apps for iPhone and Android.
Why this is good for your business
WORKetc combines contact management with sales, project management, billing, time tracking, email marketing, and support in one cloud based SaaS for your entire business.
Instead of spreading your relationships through multiple apps, WORKetc keeps your contact relationships centrally managed. From picking up leads to collaborating on projects to billing your clients and answering support tickets.
It takes a single glance at a contact’s history to be completely informed on a relationship. Every email you’ve exchanged and all related projects, todos, timesheets, support cases, invoices, and other activities are displayed within a customizable view.
Get access to contact information, create new contacts, clip emails to contacts & other items, and manage other WORKetc activities right from Gmail using our contextual gadget.
WORKetc simplifies how contacts work with the rest of your business operations. View contact details & quick-create contacts from anywhere, and associate contacts with relevant projects, tasks, invoices, support issues, emails, files, and other items.
How it works
Collect contacts from web forms, via email, or group import.
Choose from quick create or detailed contact creation forms, as well as simultaneous lead creation.
Create hierarchical contact relationships, place employees under a parent company.
Create custom tags for contacts, such as #lead, #inactive, or #priorityclient.
Click contact addresses and phone numbers to load Google Maps and Google Talk.
Invite unlimited contacts to use WORKetc through the client portal and set permissions on what they can see and do.
Create new activities, comments, emails from a contact’s profile which then automatically associate with that contact, as well as display in the contact history.
All related activities and correspondence to a client will display as a customizable and filterable list.
Communicate with contacts and keep up to date through WORKetc, WORKetc’s mobile apps, Email, and Google Apps.