Smart Practical Business Advice
XERO Accounting Sotware Beta Release.
The WORK[etc] to Xero Accounting Software integration is ready to go. Grab the beta here to get even more productive in your business.
By Daniel Barnett - WORKetc | 10-04-2012
LAUNCHED: Permissions, Smart Lists, Custom Fields and about 100 other things
By Daniel Barnett - WORKetc | 04-03-2012
This huge release is focused on making WORK[etc] even more customized for your company. Smart lists to slice and dice your data, granular permissions to control access and custom fields to show the information you need.
Sales Pipeline Preview * Progress Update * More Jobs
By Daniel Barnett - WORKetc | 26-02-2012
This latest release lets business managers take a birds-eye view of every sales activity across their entire organization.
Get your beta invite. Hardware upgrades.
By Daniel Barnett - WORKetc | 11-02-2012
Get your exclusive beta invite for this next major release, including design-your-own tables, CRM custom fields and more.
Xero & Quickbooks Desktop Updates
By Daniel Barnett - WORKetc | 05-02-2012
Our 2012 Roadmap has the public beta release for Quickbooks Desktop and Xero integrations slated as the last week in January. UPDATE: New beta invites for XERO accounced. The bad news is that we’re running a few weeks behind, the good news is that we’ve opted for a whole lot more integration fidelity than originally […]
New: Custom Field Groups Explained. Plus we’re hiring.
By Daniel Barnett - WORKetc | 16-01-2012
An incredibly powerful inclusion in this mammoth release we’re working up to is the new custom fields tool. WORK[etc] has had custom fields for a long time, but their heritage was hack-like; they just always felt like they’ve been tacked onto the main the product. Daniel Barnett [2012-02-13]UPDATE: We’re now taking registrations for the beta […]
2012 Roadmap – huge leaps forward
By Daniel Barnett - WORKetc | 07-01-2012
This will the third product road map we’ve made public. The first two roadmaps (January 2011 and September 2011) give some interesting insight into just how far we’ve actually come these last 12 months. Our roadmap is public because we believe in transparency. It is, what it is. For the hundreds of customers that have […]
Sneak Preview: New Table Tools and Layout
By Daniel Barnett - WORKetc | 03-12-2011
Daniel Barnett [2012-02-13]UPDATE:We’re now taking registrations for the beta A really cool part of this mammoth update we’re prepping is the new data grid (table) tool. Currently WORK[etc] dictates how you see your data. Do a contact search and WORK[etc] forces you to view the results in a certain way with only the information it […]
Xero Beta – Coming Soon
By Daniel Barnett - WORKetc | 23-11-2011
Someone smart once told me that the first place business owners go to for advice is either their accountant or lawyer – ironically it was actually my accountant that told me this. It was this bit of advice ultimately behind the decision to draw a line in the sand as to how far we’d take […]
Quickbooks (Desktop) Beta
By Daniel Barnett - WORKetc | 16-11-2011
Early next week we’ll be making available the WORK[etc] Add-in for Quickbooks Desktop (beta!). This will be a QuickBooks plug-in that installs itself under QuickBooks menu items with support for Windows Vista/Windows 7 and Quickbooks USA 2005 and above. The first release of the plugin will grab invoices, expenses and payments from WORK[etc] and make […]
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 […]