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3 Ratings
Top Rated
46 Ratings
3 Ratings
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Score 9.1 out of 101
Top Rated
46 Ratings
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Score 7.8 out of 101

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Likelihood to Recommend

Actionspace

When you have many projects with different people on them Actionspace is well suited to handle that
No photo available

WORKetc

If you really do a lot of retainer type billing it may be an issue for you. But, if you bill time and materials or flat fees for products and services it should be fine.If you use Google Apps fully WORKetc is a great tool. I know it works with other email solutions but the GApps integration is outstanding.If your team is spread out in multiple locations, the management tools keep things moving. It works fine if you are all in one room but it really shines if you don't work in the same physical location.If you don't like working in the cloud and what that entails you will have a problem with it. But, if you fine with the cloud it has virtually no management required. If you can't be patient waiting for new features and handle the transparency they share on why things take time, you shouldn't use the tool.
Donna Grindle, CHPSE, CHPC profile photo

Feature Rating Comparison

Project Management

Actionspace
6.9
WORKetc
Task Management
Actionspace
8.0
WORKetc
Resource Management
Actionspace
4.0
WORKetc
Gantt Charts
Actionspace
7.0
WORKetc
Scheduling
Actionspace
5.0
WORKetc
Workflow Automation
Actionspace
6.0
WORKetc
Team Collaboration
Actionspace
6.0
WORKetc
Support for Agile Methodology
Actionspace
6.0
WORKetc
Support for Waterfall Methodology
Actionspace
7.0
WORKetc
Document Management
Actionspace
7.0
WORKetc
Email integration
Actionspace
7.0
WORKetc
Mobile Access
Actionspace
8.0
WORKetc
Timesheet Tracking
Actionspace
9.0
WORKetc
Change request and Case Management
Actionspace
8.0
WORKetc
Budget and Expense Management
Actionspace
8.0
WORKetc

Professional Services Automation

Actionspace
8.0
WORKetc
Quotes/estimates
Actionspace
8.0
WORKetc
Invoicing
Actionspace
8.0
WORKetc
Project & financial reporting
Actionspace
8.0
WORKetc
Integration with accounting software
Actionspace
8.0
WORKetc

Sales Force Automation

Actionspace
WORKetc
7.9
Customer data management / contact management
Actionspace
WORKetc
8.6
Workflow management
Actionspace
WORKetc
8.2
Opportunity management
Actionspace
WORKetc
7.9
Integration with email client (e.g., Outlook or Gmail)
Actionspace
WORKetc
7.9
Contract management
Actionspace
WORKetc
7.3
Quote & order management
Actionspace
WORKetc
8.0
Interaction tracking
Actionspace
WORKetc
7.8
Channel / partner relationship management
Actionspace
WORKetc
7.3

Customer Service & Support

Actionspace
WORKetc
8.3
Case management
Actionspace
WORKetc
8.9
Call center management
Actionspace
WORKetc
7.3
Help desk management
Actionspace
WORKetc
8.6

Marketing Automation

Actionspace
WORKetc
7.2
Lead management
Actionspace
WORKetc
7.6
Email marketing
Actionspace
WORKetc
6.8

CRM Project Management

Actionspace
WORKetc
8.2
Task management
Actionspace
WORKetc
8.8
Billing and invoicing management
Actionspace
WORKetc
8.0
Reporting
Actionspace
WORKetc
7.8

CRM Reporting & Analytics

Actionspace
WORKetc
7.3
Pipeline visualization
Actionspace
WORKetc
7.5
Customizable reports
Actionspace
WORKetc
7.2

Customization

Actionspace
WORKetc
8.0
Custom fields
Actionspace
WORKetc
8.4
Custom objects
Actionspace
WORKetc
8.2
API for custom integration
Actionspace
WORKetc
7.4

Security

Actionspace
WORKetc
9.0
Single sign-on capability
Actionspace
WORKetc
9.1
Role-based user permissions
Actionspace
WORKetc
8.8

Social CRM

Actionspace
WORKetc
7.3
Social data
Actionspace
WORKetc
7.3

Platform

Actionspace
WORKetc
7.5
Mobile access
Actionspace
WORKetc
7.5

Pros

  • User customization for each individual and their responsibilities
  • Great support staff and update capabilities
  • You can see the early stages of the project and see it through in a clean and organized way
No photo available
  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Donna Grindle, CHPSE, CHPC profile photo

Cons

  • Sometimes anyone who has touched a project still receive notification even if they don't need it
  • Having to manually enter information from other areas
No photo available
  • Better integration with Quickbooks Online. It works, but not great.
  • The widget in Gmail doesn't work on delegated inboxes. If this could be fixed, it be a life-changer in our company.
  • Cleaner menus. I feel like I have to dig through piles to get places sometimes, and it's a little annoying, but manageable.
Michal Brenneman-Wahli profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 30 answers
Once you've used it, you'll understand! It's a game-changer. It's like putting in your fourth batter with bases loaded. WORKetc knocks CRMs out of the park, and will revolutionize the way you run your company. We've used it for 3 or 4 years now, and we can't imagine going without it.
Michal Brenneman-Wahli profile photo

Usability

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 5 answers
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Marc Korody profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
WORKetc9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera profile photo

Performance

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 4 answers
They load quickly. Recently I have had an issue ( I still have) where when I click on the WE logo in Google mail there is a step between. That is an error. Needs to be picked up. Will report to support.
Runy Calmera profile photo

Support

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 5 answers
While I have not had much trouble at all with the product, the only time I have had questions, they were available and answered my question quickly and accurately.
Jonathan Hickman profile photo

Online Training

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera profile photo

Implementation

No score
No answers yet
No answers on this topic
WORKetc9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman profile photo

Alternatives Considered

No answers on this topic
We came across Work[Etc] at the beginning of our CRM search and found it to have greater variety and functionality than other products.
Ross Hendy profile photo

Scalability

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera profile photo

Return on Investment

  • ROI
  • tracking
No photo available
  • Streamlined email communications
  • Centralised project and task management for routine business activities (e.g. licensing)
  • Streamlined lead management
  • Integration with Xero Accounting
Ross Hendy profile photo

Pricing Details

Actionspace

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Actionspace Editions & Modules
Actionspace
Additional Pricing Details

WORKetc

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
WORKetc Editions & Modules
WORKetc
Edition
Starter Edition
$781
Team
$1952
Foundations
$3953
1. Per Month for up to 2 Users
2. Per month for up to 3 Users (Each extra user + $49/month)
3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details