Customer relationship management (CRM) software, in case you’re not using it, can help you find new clients and keep the ones you already have by automating business processes involved in functions such as sales, marketing and customer support. While there are scads of CRM solutions on the market, WORKetc is one that recently caught my eye.
WORKetc lets you actually get work done inside e-mail–an appealing concept considering that, for me, dealing with my inbox every day is a huge time suck. With WORKetc, however, you can install a Google Apps Gmail Gadget that can turn any e-mail into a sales lead, a new support case, or an update to a project.
So let’s say I had a writing business (eh hem) and I was working on a project called “Big Research Project” and my client e-mailed me a review of a draft report. The WORKetc Gmail gadget loads into the bottom of my Gmail and automatically shows my recent work history with my client and gives me the option to create a number of new activities from that e-mail. For example, without leaving Gmail I could create a deadline reminder, record a timesheet entry, update a project and a range of other activities.
Here’s an example:
You can try WORKetc free for 14 days. After that it starts at $39 a month per user. For more information, visit WORKetc.