Smart Practical Business Advice
Version 2.5 is on its way.
Just a quick note to let all our customers (and all future customers!) know that version 2.5 is only a few weeks away. As always, every WORK[etc] account will be automatically upgraded (so there’s no reason to delay getting on board with WORK[etc] …). Most of these changes have been suggested by our customers,and in […]
By Daniel Barnett - WORKetc | 25-02-2009
Will WORKetc replace our accounting software?
By Daniel Barnett - WORKetc | 30-11-2008
This is a question we get asked often – I thought I would provide a detailed answer below. WORK[etc] will take care of all of your customer-related finances. What this means is you can generate your invoice. Once a payment has been received by the client you actually get to record the transaction date, # […]
Enhancements to Billing Tools
By Daniel Barnett - WORKetc | 06-08-2008
We’ve changed a few things to help you get those invoices paid a bit faster. Hot off the press are a few changes to the Invoice E-Mailing feature… We’ve made it a little quicker/easier to change the default invoice recipient. Contacts which look to be somewhat related to the company you’ve billed will be displayed […]
PayPal Payments Pro and Express Checkout added
By Daniel Barnett - WORKetc | 04-08-2008
Like the title says, you can now configure your WORK[etc] system to accept payment through PayPal Payments Pro, or Express Checkout. Head on over to Settings > Merchant Integration to configure your Express/Pro PayPal Integration mode. Naturally, Website Payments Standard is still available. Express Checkout is available to any PayPal business, all you have to […]
Lead system enhancements
By Daniel Barnett - WORKetc | 18-07-2008
We’ve received a lot of great feedback from numerous customers with regards to the Lead editor over the past few months, and today we’ve deployed a number of improvements to the Lead Profiles tool based on your comments. Notable changes include; Ability to edit the prospective client’s full contact details, right inside the lead editor. […]
Improved Entry Selector
By Daniel Barnett - WORKetc | 16-07-2008
The ability to quickly filter and select a specific object from an infinitely large pool of many different types of things presents a big design challenge. Today we’ve released an update to the Entry editor. Remember, an Entry is inherited by Tasks, Support Cases, Events, Timesheets, Projects, Disbursements and even Subscription purchases. This is what […]
New Contact Editor Enhancements
By Daniel Barnett - WORKetc | 11-07-2008
Today we’ve deployed a big update the main contact/address book editor. We hope you’ll find the new layout and features a pleasure to work with. Feedback so far has been great, so please keep it coming. Among better readability than the previous version you should find we’ve also grouped together information in a much more […]
Easily Duplicate (template) Projects and Tasks
By Daniel Barnett - WORKetc | 08-07-2008
A number of users have requested the ability to quickly duplicate a set of Projects and/or sub-tasks for reuse against different clients. This feature was released earlier today. If you navigate to the project you want to make a copy of, you’ll find a new link to perform the duplication. As illustrated above, you have […]
Customer Project Collaboration
By Daniel Barnett - WORKetc | 07-07-2008
We’re happy to announce that WORK[etc] users can now share projects with customers. If you’re already taking advantage of the other Customer Area features such as invoice payments, support ticketing and knowledge base, all you have to enable this feature is open the Project you want shared, and turn on the new Client Access option. […]
New Sales History, Authorize.Net integration and Reporting
By Daniel Barnett - WORKetc | 14-05-2008
We’ve been incredibly lucky the last few months to have received a ton of great feedback from many of our customers. Much has improved since WORK[etc] soft-launched a few months ago so I thought I’d post a little news. Simple Sales History Management You can now review every billable Entry (now remember, an Entry is […]
Featured Posts
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 […]