Overall Satisfaction with WORKetc CRM
This is a much better tool than others, it takes some process label revision (i.e. the labels), in your head but it really works.
Support has been very good, and the customization was done quickly and without much effort.
Worketc, will grow with your business, which is unique. It is not a vertical product (only doing one thing) it addresses the entire business process. We need recurring charges (i.e. monthly charges) the program does it as "subscriptions" - many of the others do not do this at all.
From our perspective Worketc needs to grow in the invoicing area, we need sub totals by service (product) and summaries on the bottom so costing can be done quickly by our clients. When we requested the change they were open to hearing about our needs which is unusual.
Support has been very good, and the customization was done quickly and without much effort.
Worketc, will grow with your business, which is unique. It is not a vertical product (only doing one thing) it addresses the entire business process. We need recurring charges (i.e. monthly charges) the program does it as "subscriptions" - many of the others do not do this at all.
From our perspective Worketc needs to grow in the invoicing area, we need sub totals by service (product) and summaries on the bottom so costing can be done quickly by our clients. When we requested the change they were open to hearing about our needs which is unusual.
- Time tracking
- Job Costing
- To do's
- Recurring charges - done simpler
- Invoice layout - sub total by type, summaries at bottom of invoices for costing
- Faster document upload / easier
- Batch invoice creation - presently need to generate invoices one at a time
- To-do's with follow-up increase efficiency
- Re-current charges (subscriptions) increase revenue by not missing revenue opportunities
- We cant run the business with out a tool that converts tasks (to-do) to hours to bill able time... This does!
We don't use the CRM parts - only the Time & Billing - can't really comment!
Using WORKetc CRM
7 - Admin, accounting, project management, and expenses
Internal staff supports it, they just hate it's lack of certain features. This is probably a love it or hate it solution
- Time Billing
- Task to Time
- Billing
Using WORKetc CRM
Pros | Cons |
---|---|
Like to use Technical support not required | Unnecessarily complex Not well integrated Inconsistent Slow to learn Cumbersome Lots to learn |
- It's not elegant - it's complex
- Very hard to take a task to a bill or a time slip to a bill
- Notes are not pre-defined so you are constantly adding repetitive details to time charges
- Generating invoices for 42 clients takes the bulk of a day.. It's completely through but way to complex
Yes, but I don't use it