WORKSECTION
CRM and project management software
By maintaining a high level of visibility into project progress and enabling transparent reporting and invoicing directly through the software, companies can significantly increase customer trust and satisfaction.
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Harness the power of CRM project management software to build trust, streamline your processes, and improve customer relationships. Our platform makes it faster to manage and easier to organize your projects in a unified system. This level of integration ensures that every customer interaction is tracked and used to improve service delivery and foster stronger business relationships.
Discover the benefits of integrating CRM with project management in one platform. This fusion simplifies your business operations and strengthens client relationships by providing comprehensive oversight and client interaction tracking in one place.
Comprehensive contact base management
Efficiently manage your contact database with our project management CRM. Maintain and build strong relationships by keeping your client information organized and easily accessible for seamless communication and effective management. Assign tasks to persons from the contact list directly in Worksection.
Optimized process organization with CRM
Leverage our CRM for project management to enhance your workflow through automation and optimization tools. These features ensure that your projects proceed without a hitch, maintaining efficiency and productivity throughout the project lifecycle.
Kanban board for tracking and managing projects
Utilize our visual Kanban board within our CRM project management software to monitor project progress, manage tasks, and improve team collaboration. This intuitive tool helps in visually organizing project phases and tasks, enhancing transparency and accountability within teams.
Worksection has significantly helped us grow threefold! Information is never lost, and projects are completed faster. Our clients are also happy because they can see the process, which increases trust and loyalty.
Use CRM for automatic reminders and notifications
Stay informed and never miss a deadline with automated reminders and real-time notifications provided by our CRM project management tool. This feature keeps you and your team alert to important dates and tasks, ensuring you’re always ahead of your schedule.
Configure your daily morning digest to receive fresh news from the team before the business day begins.
Generate reports in CRM for better project managem
Generate detailed reports within our CRM in project management to get insights into project performance and client interactions. These analytics help in making informed decisions, tracking progress, and measuring success effectively.
The resulting report will help you understand the way your team works and the business processes which should be optimized to improve the indicators.
We have been managing projects with Worksection for several years. This product allows us to bring together various specialists to work on a single project.
Efficient regular task management with CRM
Automate and manage regular tasks efficiently using our CRM with project management. This tool ensures that repetitive tasks are handled automatically, saving time and reducing the risk of human error.
For example, you may set a regular task to generate a report which will be repeated every last calendar day of a month.
For example, you may set a regular task to generate a report which will be repeated every last calendar day of a month.
Checklists for task completion and management
Implement customizable checklists to maintain accuracy and thoroughness in your project management and CRM processes. These checklists ensure that every necessary step is accounted for and completed.
Attach checklists to the task description or directly to the comment.
Integrations with other business applications
Worksection offers seamless integration with existing tools. This connectivity increases overall productivity and ease of management by streamlining the flow of information and providing centralized control over all project-related activities.
For example, you can download reports to your financial systems and calculate how much you need to pay. There are many ways you can use the API.
For example, you can download reports to your financial systems and calculate how much you need to pay. There are many ways you can use the API.