Gather leads into your lead pool, assign them to others, or collaborate as a group. Have leads automatically assign to specific team members.
Assign a dollar value, probability of success, and visualize the process with pipelines. Set progress status, sales actions, notes, and follow ups. Mark leads as won and convert them into projects, quotes, or invoices.
Use Gmail and WORKetc mobile apps to create new leads, manage existing ones, and attach emails, files, and other items to leads.
Manage your clients through their entire lifecycle in the same app: From lead, to collaborating on projects, to support, to invoicing your client and email marketing.
Why this is good for your business
Simplify your business and reduce overhead by using a single solution to manage sales, projects, billing, time tracking, support, products, files, marketing, and other business operations in one place.
At a glance of their profile view all emails, leads, projects, invoices, tickets, comments, events, & other items related to the contact displayed as a filterable list.
Keep everything centrally managed by attaching relevant notes, files, events, products, emails, expenses, invoices, support issues, and other items to your lead.
Get insight and run reports on all business operations from a single app. Everything from sales metrics and employee productivity to finances and customizable reports – in real time.
Manage leads and other operations without leaving Gmail. Use emails to create new contacts & leads, update existing leads, and reference WORKetc information using our contextual gadget.
How it works
Collect leads from word of mouth, telephone, email, or web forms on your website, and compile them into the lead pool or have them automatically assign to specific employees.
#Tag contacts, assign values for probability and estimates, set the status of the lead, and create quotes/proposals.
Assign & collaborate on leads, visualize the sales process through pipelines, track progress of leads and who’s making changes, create sales actions, and run real time reports.
Group other relevant items with your lead, I.E. documents, invoices, quotes, to-dos, events, tasks, products, support tickets, and other items.
Get updated on leads through email, RSS, and to your phone. Set reminders, sales actions, and alerts. View updates, reminders, and important items through WORKetc dashboards.
Once a lead has been won, mark it as won, convert it into a project or invoice, and add the client to an email marketing list.
Carry the client through the rest of its lifecycle in WORKetc. Client histories will display all relevant activities, comments, files, and communications between you and your client.