WorkWeb CRM – Customer Relationship Management

  • Interacts with all WorkWeb Modules & Features
  • Customizable Fields
  • Contact / Prospect / Account Management
  • Track Customer Interaction History
  • Problem Ticket / Micro-Project / Campaign / Opportunity Management
  • Calendar & Task Management
  • Import and Export Wizards
  • Workflow Automation & Email Templates
  • Business Intelligence Key Performance Indicators
  • Personal & Public Blog
  • Customer Access Portal
  • Price Included

Your business revolves around your customers- shouldn’t your business management software do the same? We agree! The WorkWeb CRM is revolutionary in that it is the core system that the rest of the WorkWeb platform revolves around!  Everything starts with the initial customer interaction, and therefore everything on our platform revolves around the CRM.  Other solutions see things backwards, requiring you to convert everything to their financial platform before you can use the simplest functionality- making it slower to adopt, and more expensive to use. WorkWeb looks at it differently.  We are customer-centric and allow you to integrate WorkWeb with the General Ledger software that you like best- whether Quickbooks or Sage or another tool.

In the WorkWeb CRM you have the ability to create client interaction histories on a variety of levels, and customize multiple fields to track the exact data that you need to manage the customer’s positive experience from lead to ink to upsell and renewals.

The WorkWeb CRM has everything you would expect in a traditional CRM as well as a full ticketing (helpdesk) system.  You also have the ability to provide your clients access into their account to help manage and track data, as well as open problem tickets for service related issues with the providers.

The WorkWeb CRM is the ideal CRM for any client, of any size, and ties in seamlessly with the rest of the WorkWeb platform.

To find out more contact us at 888-982-8126 or sales@workweb.io.

Take a Tour
What do you wish your CRM did today? Let us know.

  • Contact/Prospect/Account Management
  • Problem Ticket/Micro Project/Campaign Management/Opportunities
  • Calendar and Task Management
  • Import & Export Wizards
  • Workflow Triggers & Email Templates
  • Business Intelligence Key Performance Indicators
  • Work Flow Automation  – send email and/or set task
  • Business Rules Engines – Create the work rules in a step by step wizard, and watch your employees excel.
  • Personal Log
  • Customer Portal

WorkWeb.io base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm WorkWeb.io will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.