Examples
We can build pretty much anything you need for your business, but here are some typical examples that others have found helpful.
Managing customers
Lead capturing
You can make it easier for potential customers to get in touch with you, and capture structured information about them, through the use of smart forms. These can be embedded on your website or social media pages and populate a database when someone completes the form.
If they become full customers, click one button to update their status, add them to your CRM and automatically email them a form asking for additional information.
Products used
CRM
You can keep a track of your customers (and potential customers) through a dedicated customers area. This allows you to
track traditional CRM information such as contact details and records of previous interactions
link tasks and projects to your customers
manage billing records at a customer level
build specific pages for your customers that you can share with them to provide visibility of the work
Products used
Managing your work
Task and project management
Get your tasks out of basic to-do lists and your inbox, and see all of your tasks and projects together, across all of your customers.
Create any view you want of the work you need to do, including any tasks you need to do as part of running your business
Link relevant tasks together as projects, with functionality such as progress tracking and task dependencies
Create and manage time tracking entries, and link those to customers, tasks and projects
Collaborate with others on tasks and projects, providing them with secure view/comment/edit access
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Customer portals
For regular customers, you can create live dashboards that you can share with them to provide visibility of the work you are doing for them.
Live dashboards update automatically as you do the work
Customers can give you comments and feedback in the portal
New items can be added there and synced back to your tasks and projects
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Managing your business
Contracting and invoicing
Automate away most of the admin work that comes with running your own business. For example, with one click, you can
Create contracts (or any other document you use) using your existing templates, and email them to the customer from your email account
Create and email invoices, updating the billing status in your workspace and your accounting software
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Social media
If you post content to more than one platform, draft the post in your workspace and cross-post it.
Bring performance data into your workspace so you can see which posts worked best with your audience.
Generate new posting ideas based on your previous content and tone of voice.
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