Name: WorksThing
Author: Nettl

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Mobile App Development

PHP Frameworks

Development

Learning Management

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Online Notary

Workflow

Enterprise

Accounting

Accounts Payable

Online Trading

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

API Management

Cloud Migration

Cloud Storage

Configuration Management

Consulting and Advisory Services

Container Management

Custom Software Development Services

Data Center Virtualization

Data Warehouse

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed Private Cloud

Network Performance Monitoring

Sensitive Data Discovery

Technology Scouting Software

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Landing Page

Market Intelligence

Marketing Automation

Press Release Management

Product Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Lead Generation

Point of Sale

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Security

Construction Workforce Management

Dental

Fleet Management

Geographic Information

ID Card

Vertical-Specific

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WorksThing is a suite of business applications designed to streamline and automate various aspects of company operations. According to the vendor, it offers a range of features for lead generation, quotes and proposals, production management, eCommerce, marketing, and more. WorksThing is suitable for businesses of all sizes, from small startups to large enterprises. It caters to various professions and industries, including digital design studios, web, sign, and print superstores, marketing and advertising agencies, printing and signage companies, and eCommerce businesses.

## Key Features

**Web studio bundle**: According to the vendor, this bundle includes tools for creating proposals, building websites, managing client relationships, and tracking projects. It also allows for online acceptance of proposals and offers job tracking, task management, and project management features. This feature is said to be particularly suitable for digital design studios and web development businesses.

**Print shop bundle**: The print shop bundle provides tools specifically designed for managing print orders, checking and fixing client files, and sharing results with clients. According to the vendor, it saves time for printing businesses and ensures efficient workflow by automating manual steps. This feature is said to be ideal for printing and signage companies.

**Sign maker bundle**: The sign maker bundle offers features tailored to the needs of sign making businesses. It includes tools for creating sign proposals, managing sign projects, and tracking progress. The vendor claims that it streamlines the sign-making process and increases efficiency by automating tasks and eliminating manual steps.

**Design studio bundle**: According to the vendor, this bundle is designed for digital design studios and creative agencies. It provides tools for creating proposals, managing client relationships, and tracking projects. With job tracking, task management, and project management features, it offers a comprehensive solution for design studios.

**Live chat website widget**: WorksThing includes a live chat website widget that allows businesses to engage with potential buyers and handle pre-sale inquiries in real-time. According to the vendor, it can be accessed through an iOS or Android app or any browser, providing flexibility and convenience for businesses.

**Stripe online & offline cards**: This feature enables businesses to accept online and offline card payments through Stripe, a secure and convenient payment processing solution. According to the vendor, it is particularly suitable for businesses that require card payment options for their products or services.

**The Geek Channel tech support**: WorksThing offers tech support services for businesses. According to the vendor, The Geek Channel provides assistance with technical issues and troubleshooting, ensuring smooth operations for businesses in need of technical support.

**Search engine console**: This feature allows businesses to submit clients to search engine listings, linking to client reviews and providing a comprehensive view of search engine performance. According to the vendor, it helps businesses improve their online visibility and optimize their search engine rankings.

**Search engine optimization portal**: WorksThing provides a portal for businesses to manage their search engine optimization efforts. It offers tools for keyword research, competitor analysis, and performance tracking, empowering businesses to enhance their search engine rankings and drive more organic traffic.

**Website builder & manager**: This feature enables businesses to easily build and manage their websites. According to the vendor, it offers drag-and-drop editing, customizable templates, and domain and SSL certificate configuration, providing a user-friendly solution for businesses that require a professional online presence.

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PlanPlus Online Professional Edition

PlanPlus Online Business Edition

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WorksThing

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Nettl

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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WorksThing

Overview

What is WorksThing?