Manage WORK[etc]’s all in one app through your Outlook connector.
WORK[etc] replaces multiple business apps with one consolidated solution. That way, all data stays central and your team isn’t jumping through hoops to complete simple tasks.
WORK[etc]’s outlook connector brings you the convenience of WORK[etc] inside your Email client. For example, you can convert an email into a new contact entry, lead, or other item. If the email’s sender data doesn’t match up with a WORK[etc] contact automatically, you can create one inside Outlook. Also create new support cases, projects, tasks, invoices, and other activities without leaving your email.
- All Your Data In One Place
One location for contacts, task lists, projects, timesheets, permissions, templates, files, and finances. - G Suite Integrated
Sync with Google Contacts, Calendar, and Docs. Manage from inside Gmail using the Gmail gadget. - Client Histories
View client histories and be immediately informed on every aspect of your relationship; every conversation and activity is saved. - Efficient Management
Convert won sales into projects, quotes, and invoices directly. Track all business finances in one place.
Related:
How It Works:
All of the tools you need to manage your business are now accessible from your email client. Using our outlook connector, you can create new leads, contacts, projects, tasks, and other activities out of an email. Or, attach an email’s information to an existing WORK[etc] activity and notify your team. WORK[etc] then syncs with outlook and the changes update immediately. If you’re a Gmail user, it’s no problem – WORK[etc] offers the same functionality of the Outlook Connector for Gmail. Regardless of your email client, getting important data into WORK[etc] is quick and easy.
WORK[etc] offers multiple convenient ways to manage your business and communicate with your team without even being in the office. Using our outlook connector or Gmail CRM, users have the ability to manage and communicate on any aspect of their business right from their email client. WORK[etc] also has iPhone and Android mobile apps for the road warriors that offer a range of WORK[etc] functionality you can take advantage of from virtually anywhere. If these options aren’t enough, users also have the ability of updating their contacts, events, and docs from G Suite – and all changes sync back with WORK[etc].
Featured Posts
4 Simple Tips For Max WORKetc CRM Efficiency From Real Users
From contact management to getting the info you need with one click, real users are back with tried and tested tips for squeezing even more efficiency and productivity out of WORKetc CRM.
7 Clever Add-Ons That Supercharge Google Drive Productivity
Google Drive is useful as it is, but you can still push it to do more with WORKetc CRM's Google Drive integration plus these 7 clever add-ons.
3 Must-Know Strategies Your Business Needs For Successful Projects
Stop burning through your small business' project budgets more than you need to with these 3 essential pointers from WORKetc CRM.
4 Key Steps to Turn Your Sales Team into a Deal-Closing Juggernaut
Selling is simple, but that doesn't mean it's easy. Here are four key steps on how to use WORKetc CRM to make your sales team a more efficient, more productive lead-closing machine.
WORKetc CRM Success: Celebrating Your Big Wins in 2018
2018 wasn't just a success for us here at WORKetc central—it was also a year of big wins for our customers. We're shining the spotlight on YOU, our customers, with this round-up of your 2018 success stories.
-
step
1 -
step
2 -
step
3