What users are saying about
47 Ratings
47 Ratings
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Score 7.6 out of 101

Likelihood to Recommend

WORKetc

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.
Melissa Bailey profile photo

Feature Rating Comparison

Sales Force Automation

WORKetc
7.9
Customer data management / contact management
WORKetc
8.6
Workflow management
WORKetc
8.3
Opportunity management
WORKetc
7.9
Integration with email client (e.g., Outlook or Gmail)
WORKetc
7.9
Contract management
WORKetc
7.3
Quote & order management
WORKetc
8.0
Interaction tracking
WORKetc
7.8
Channel / partner relationship management
WORKetc
7.3

Customer Service & Support

WORKetc
8.3
Case management
WORKetc
9.0
Call center management
WORKetc
7.3
Help desk management
WORKetc
8.6

Marketing Automation

WORKetc
7.3
Lead management
WORKetc
7.6
Email marketing
WORKetc
7.0

CRM Project Management

WORKetc
8.2
Task management
WORKetc
8.8
Billing and invoicing management
WORKetc
7.9
Reporting
WORKetc
7.9

CRM Reporting & Analytics

WORKetc
7.3
Pipeline visualization
WORKetc
7.5
Customizable reports
WORKetc
7.2

Customization

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

Security

WORKetc
9.0
Single sign-on capability
WORKetc
9.1
Role-based user permissions
WORKetc
8.9

Social CRM

WORKetc
7.3
Social data
WORKetc
7.3

Platform

WORKetc
7.5
Mobile access
WORKetc
7.5

Pros

WORKetc

  • The project management functionality is done extremely well. They have a high level of integration with other platforms (e.g. Google Drive) that allows our company to seamlessly connect everything we do for a client from inception throughout contract term.
  • Support ticket functionality easily allows for ticket tracking, monitoring and assigning to specific customer service associates who are in charge of accounts. It has also created a detailed support history that we can use during our annual business reviews to showcase ROI of our online support.
  • The system also has the ability for pretty sophisticated tagging and, once you master this feature, you can pull very targeted user lists to assist with upselling and marketing campaigns as needed.
Melissa Bailey profile photo

Cons

WORKetc

  • They have an integration with Gmail to connect emails to specific projects within WORK[etc], however, you cannot filter by customer. So you have to know exactly what the project name is for this functionality to be useful.
  • When any new email address is sensed in the system, it automatically creates a new contact for that email. This can be quite annoying when you have people CC'd on emails that don't need to be there. We have to periodic cleanup work to control the amount of "dead" contacts.
Melissa Bailey profile photo

Likelihood to Renew

WORKetc

WORKetc 8.2
Based on 30 answers
The roll out of the mobile app will be such an improvement for us there won't be a pressing case for any type of change. The other problems we are currently working around already, for now. We can't find a better tool that does all it does well plus handle the few changes we would like for a price we could afford, maybe not at all.
Donna Grindle, CHPSE, CHPC profile photo

Usability

WORKetc

WORKetc 8.2
Based on 5 answers
I've now been using Worketc to run my consultancy for over 6 years and have watched it grow from strength to strength in that time.Worketc allows me to do everything from sales and marketing through project management to invoicing and finance. For me, it's an affordable one-stop-shop.
John Belchamber profile photo

Reliability and Availability

WORKetc

WORKetc 9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera profile photo

Performance

WORKetc

WORKetc 8.2
Based on 4 answers
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
William Mullane profile photo

Support

WORKetc

WORKetc 8.2
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

WORKetc

WORKetc 8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera profile photo

Implementation

WORKetc

WORKetc 9.1
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

WORKetc

Solve360 was our previous tool. It worked fine to capture the information but not for our type of activity where we needed to have one client that may have multiple support issues, training plans, projects, and long term plans all moving at the same time. We tested Salesforce but the costs and integration weren't acceptable for us plus we would have to manage many more parts of the tool to add functionality.
Donna Grindle, CHPSE, CHPC profile photo

Scalability

WORKetc

WORKetc 8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera profile photo

Return on Investment

WORKetc

  • 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.
Keith Klein profile photo

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

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