Make Gmail do more with the WORKetc CRM + Projects, Help Desk, & Billing Add-on for Gmail.
정보 업데이트:2024년 4월 8일
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Forget the old days of having to constantly copy, switch, paste, and switch again between several different apps just to enter an email into your CRM. 

With the new WORKetc Gmail Add-on, you can turn any email into an actionable item in WORKetc with a couple of clicks.

The WORKetc Gmail Add-on lets you communicate with your team and manage your business from end to end from anywhere, anytime, without leaving your Gmail inbox.

Open any email and turn it into a new contact, task, or project update; assign it to your team as a sales lead or support ticket; or simply attach it to multiple contacts and WORKetc items.

And with the WORKetc Gmail Add-on now available for the Gmail Android app (iOS support coming soon), you can get your work done faster even when you're outside the office.

Features:

- Create and assign new sales leads, tasks, and support tickets without leaving Gmail or switching to a separate app.

- Create and update projects, record timesheets, and capture expenses from inside your Gmail inbox.

- Smart Add-on gives you more contextual information at a glance without having to open a new tab.

- Unobtrusive interface lets you create and view WORKetc items without losing sight of the email you're working on.

- Full access to your WORKetc custom fields, giving you more extensive options for creating and attaching WORKetc items.

- Attach an email to multiple contacts and activities, and automatically bookmark that email so you don't have to waste time digging for it.

- Sync an email to a contact's record, add a contact to an email list, update a contact's details, and edit a contact's tags with just one click.

- Contextual Recent Activities list lets you quickly attach an email to a contact's recent activity on WORKetc.

- Work anytime, anywhere, even when you're on the go with the WORKetc Gmail Add-on for the Gmail Android app. iOS support coming soon.
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WORKetc CRM에서 아래에 표시된 권한을 요청합니다. 자세히 알아보기
WORKetc CRM에서 Google 계정에 액세스해야 함
이렇게 하면 WORKetc CRM에서 다음 작업을 할 수 있습니다.
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