Sellsy vs. WORKetc

We like sellsy. Its not perfect and as other users have pointed out, there is and always will be, room for improvement.

If you require deep integration with Google apps and Microsoft Office 365, then Sellsy may not be for you. Sellsy just about manages to work with google in so far that it can sync contacts, calendar, sales docs and incoming email with google. There is currently no way to make sent email appear in the sent items section of sellsy unless you compose the email within the sellsy app. The O365 integration is not nearly as powerful as sellsy does not sync sellsy contacts or calendar with microsoft (in its current form).

I believe that one of the primary functions of any business management app should be the capability to centrally manage all of a company's business clients, contacts etc. and sync this data to all employee accounts with the 2 biggest players for business email (Microsoft and Google) as a minimum. This data should never be an island stored only on 1 application. The Discovery that sellsy does not currently sync contacts and calendars with O365 was a disappointment. If Sellsy started supporting exchange sync for Microsoft Office 365 we would immediately dump google and switch over. In fact Sellsy is the only reason we continue to use Gapps as we need our contacts and calendars synced to our mobile devices.

We have built up a list of small little things that do not work as expected since we started using sellsy and continually pass them on to the development team. Many are small trivial things from an engineering perspective but are still annoying nonetheless, especially to users who wish to get the job done. Employees are easily frustrated if they have to fight with software to do certain tasks. Annoyances in the user experience (no matter how small) can lead to lost productivity which in turn costs money in the business world. However based on our experience with Sellsy support we believe that they do listen carefully to their customers concerns and are on the path to deliver a quality experience to their customers through the process of frequent updates to the software. You can easily establish how good a SAAS provider is by measuring their ability to fix problems soon after they are initially reported.

In simple terms Sellsy is an incredibly feature rich application and is way ahead of the competition. It represents good value for money and is backed up by free support.

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.

Incentivized

• Appealing Design
• Easy to prepare invoices and send them
• Good tracking system
• Friendly support staff

• 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.

• Training. The only real issue I have with Sellsy is that its got so many features its hard to understand them all. I looked for training videos and they are all in French. Thats a big problem for a guy who grew up in NJ.
• I would embed training videos directly into the software. This way as you add services, you get a full tutorial immediately.

• The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
• One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
• Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.

Sellsy ticks the most boxes for us. While it could still do a lot of things better there is no other single app that offers the same spectrum of features at a comparable price for SMEs.

We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.

There is room for improvement.

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.

We have not yet experienced any down time with sellsy.

It never let me down. The support team never let me down.

Incentivized

Sellsy is slow to load pages for us. Sometimes waiting a few seconds. This could be due to our geographical location.

WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more

Based on our experience. We have submitted a large amount of tickets and they have proven the Sellsy development team have the ability to respond fast and implement changes reasonably quickly. (Updated July 2015)
It took sellsy a number of weeks to solve an issue with the billable hours section of their application. This delayed us from being able to invoice our client for completed works. Lots of small things like email tracking timestamps have never been fixed even though we highlighted this issue months ago. Though small it is growing more and more frustrating to be reminded every time we try to see what time a client read or opened an email from us.

WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled

They know their stuff. They listen to your use cases. They get back to you.

Incentivized

If you are importing data from a CSV, Sellsy recommends you use OpenOffice. OpenOffice is an absolute disaster on Windows 8 and crashes every few mins. While no fault of Sellsy they should not recommend software which makes an already challenging task even more difficult. A small gripe in hindsight but during the process was deeply frustrating. For any users looking to format your CSV Google, try importing CSV data into Excel and your life will be much more easy.

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.

For me it is close to what Salesforce did. I do not use all the options they both offer so I mostly judge on the customer / contact tool.

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.

The license model once you understand it is very flexible allowing you to select from the modules within sellsy. This gives small companies control of the cost facilitating them with the option to only pay for the features they use.

Everything is related. You can scale up your team rapidly.

Incentivized

• It helped us look and operate professionally even though we had started out of our homes. That's huge.

• Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.

Incentivized