E-mails, phone notes, tickets, appointments, minutes and checklists
E-mails, phone calls, documents, minutes, appointments, tasks. These can be found in order in the digital file of your customer, supplier or in project. This provides a 360° view of business partners and transparency for all employees.
On the go you can conveniently document your appointments using the dictation feature, which is saved in the phone notes. This way, the mobile device even has advantages over the laptop!
Checklists are particularly helpful in project management for organizing the diverse tasks and deadlines systematically. Templates simplify the handling of recurring processes, not least due to the integrated task creation.
Emails and documents can be easily added to work4all via drag & drop. Alternatively, you can write emails directly from work4all, in which case the assignment to the customer, supplier or project is automatic.
Microsoft Office is seamlessly integrated into work4all in many areas. E-mails are sent via Outlook, letters automatically open in Word. Text bookmarks ensure automatic insertion of addresses and senders. Custom or company-wide text modules can quickly and individually enhance templates.
Document templates are also excellent for recurring commercial or contract documents with suppliers!
From prospects to customers — A wide range of marketing features help you identify potential and identify prospects and existing customers.
With the Dispatch Center, prepared email reminders and bulk emails can be sent centrally. Reminders are first created through the dunning process, while bulk emails are created in the CRM and then prepared for sending. In the Dispatch Center, all prepared messages are finally brought together in one central place.
Drag & drop for emails and documents
Your own tasks, appointments and tickets via the daily news
Phone calls, contact reports, appointments, calendars, checklists, tasks, emails and other incoming and outgoing correspondence
Individual security of documents through object protection
Mobile view and editing via work4all app
Automatic synchronization of contacts and appointments
Template management for documents and letters
work4all connects what belongs together: projects, customers, invoices, documents, articles, employees. Everything clearly integrated in one software system.
