Makes preparing eblasts simple. I also save important info about leads and potential leads in the notes. Sometimes we hear from someone who has communicated with us in the past. My client is always so happy (and I think surprised) when I can remind her about details I have saved from the past. WorkEtc has a robust search engine so it's easy to find content you know is in there.

Tenho três áreas favoritas do Worketc. Primeiro, é um excelente banco de dados CRM que nos permite acompanhar as informações dos nossos clientes. Podemos acessar um registro de cliente e ver todos os seus tickets, faturas, etc., em um só lugar. Em segundo lugar, adoramos o Worketc pelos tickets de suporte. Anexados aos registros dos clientes, acompanhamos todas as solicitações de suporte com eles. Em terceiro lugar, adoramos o Worketc pela faturação. Podemos acompanhar o tempo que nossos técnicos gastam diretamente no Worketc, anexado ao ticket. Quando chega a hora de faturar, é só clicar em alguns botões e pronto... cliente faturado!

The ability to track and keep on task with all the events that we have for our clients. I am able to constantly keep track from sales pitches, to quotes, to sending over contacts. You can do all of this from within the site or your gmail track which my company uses in our day to day.