TrustRadius Insights for WORKetc are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Integration with Google Apps: Users have found the integration of WORKetc with Google Apps to be of tremendous value, allowing for seamless navigation between WORKetc tools and Google Apps. This feature has been praised by numerous reviewers for its ability to enhance productivity and streamline workflows.
Continuous improvement: Reviewers appreciate that WORKetc is committed to continuous improvement, regularly unveiling new features and improvements. Many users have expressed their satisfaction with the company's dedication to enhancing the software based on customer feedback, making it a popular choice for those who value ongoing development.
Time tracking and job costing: The time tracking and job costing features of WORKetc are highly praised by users. These tools allow users to track their tasks accurately and budget appropriately, ensuring efficiency in project management. Several reviewers have specifically highlighted these features as valuable additions that contribute to their overall positive experience with WORKetc.
We use this program across our whole organization. This allows all of our projects to be in on place that is easily accessible to everyone dealing with the same client or region. My favorite part of the program is the retention projects. They allow us to show our worth to our clients and in turn give them a better understanding of the work we provide.
Pros
Email tracking
Retention Projects
Tracking phone calls and visits
Cons
Sometimes I have difficulties filtering out some items
Likelihood to Recommend
It works well in tracking and keeping information on our touch points with the clients. We have found many uses in where we were not sure of material that had been produced for a client and with the tracking that we were able to keep, we in turned allowed the client to see what we were able to produce.
WORK [etc's] CRM has been implemented across the organization. We have customized it to work exactly how we need it to. It has addressed a number of problems in the business or us, such as:
<ul><li>scheduling</li><li>time management </li><li>finding and</li><li>reviewing customers data </li><li>staff management</li></ul>
Pros
Technical support with issues that arise for us - we have had a few glitches with the software as to how we want to use it and the WORK etc team have been on the ball with helping us and getting back to us with a resolution to the issue.
Setup and configuration - we needed a CRM that was built for us and WORK etc was able to deliver for us.
Super easy to work with and get to grips with.
Our staff have had no problems with getting up to speed
Cons
More personal customization - making each users profile/dashboard unique, EG colors
Likelihood to Recommend
It has been brilliant for our company. The ability to see exactly what is happening at the click of a button is perfect.
We use WorkEtc across our company for nearly everything. CRM. Project Management. Customer Support / Support Ticket System. Knowledge Base. Sales & Marketing.
We replaced about 9 distinct "silos of information" that were cumbersome and *not* interoperable with one uniform, highly-customizable, easy-to-use source for documentation and management. WorkETC enhances accountability and accuracy.
Pros
Self-created custom fields and custom tags make it easy to categorize clients by services delivered. Custom tags also allow you to build Smart Lists to easily show progress on jobs being done across all clients that match the 'tag category' you're working on.
The program syncs with Google Apps effortlessly, and nearly transparently. Particularly useful for Google Mail and Google Calendars, our most-used Google Apps. I understand it does the same for Microsoft Outlook users.
Self-created Project Templates ensure *all* nuances of every project are addressed. Why re-invent the wheel? Project Templates are enhanced regularly and easily. Project Templates include simple, succinct 'To-Dos.' For more background and where applicable, the To-Dos include a link to a corresponding Knowledge Base (KB) article detailing our SOPs (Standard Operating Procedures), including the "why" behind them. Knowledge Base articles can be private (staff only, by permission), public, or semi-private (e.g., staff and clients, or a particular client only).
Cons
A little thing I'd like to see (haven't suggested it to WORK[etc] yet) is a bit more granularity in assigning new support tickets. It's very easy to assign one, or dozens. of new support tickets to a category and/or individual without having to open the tickets. I'd like to see that be a bit more granular, being able to assign a priority, deadline and/or client to each ticket without having to open the ticket. For all I know, that can be done now...as powerful as this program is, and as much as we customize it and use it daily, I believe we're only harnessing 2 or 3% of its capabilities.
Likelihood to Recommend
WORK[etc] seems to have a preponderance of IT firms, online design, and marketing firms and the like. Makes perfect sense. We tend to be early adopters.
I'd strongly recommend WORK[etc] for virtually any company of any size. (WORK[etc] has a 2-user minimum base pricing, but I'd even recommend it for a company of one who plans to increase in the foreseeable future. They'd do well to establish excellent routines that can be performed by any hire, whether a full-time employee or a virtual assistant.)
The sales and marketing use WORK[etc]. We use it to share information with our team and keep track of who is working on which accounts. Having this CRM software keeps us organized and improves our communication. We also use it to create weekly and monthly sales reports that we review to improve our sales strategy.
Pros
WORK[etc] is very user-friendly. It takes no time to learn how to use it.
It has the basics of a CRM software, so it is a good tool for a small company.
The price is very reasonable compared to others CRMs.
Cons
WORK[etc] is still a young company so it does not have all the features as bigger CRM company
Sometimes it is hard to find a report that fit our needs
Lack of customization to fit your own business
Likelihood to Recommend
I think WORK[etc] is well suited for a small business, a young company with not much experience with CRM software. WORK[etc] is good to use as a first CRM but can be hard to implement if people in the company are used to other CRM software. WORK[etc] would not work well for big companies.
Currently we use WORK[etc] in 50% of our business and will be integrating more into our business as we become more comfortable with using the entire platform. The program has helped us with work flow projects and keeping all relevant information in one location, consistent with the project. Our team members use the software and have been able to adapt to small tweaks or changes that we made.
Some features we choose not to use, not because they don't work, but because we don't want to add more work for our partners. There are a few applications that we haven't utilized yet. Such as the sales pipeline portion. I am a little hesitant to switch from the prospecting software I am using now.
Pros
Easy to use
Seamless communication in the project work flow
Email integration
Cons
Incorporating a mail merge print feature inside the system similar to MS Word or Google Docs.
Likelihood to Recommend
Project management, big or small. We do a high volume of small projects and it's awesome to have a pre-developed template in place. We can then just duplicate it each time and enter a brief amount of information to successfully create a project.
Currently, we are using WORK[etc] to manage implementation of new contracts and then the transition into ongoing operations and support. We are a service based company so our clients rely on us for day-to-day support throughout the life of the contract. We needed a system that would give us detailed account history, provide a platform for virtual support and enable us to produce robust annual business reviews to showcase why we are the best partner (and will continue to be) for our clients. With a 50/50 workforce of both remote and corporate based employees, WORK[etc] connects our regional support teams to corporate to ensure our clients are being consistently targeted and touched.
Pros
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.
Cons
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.
Likelihood to Recommend
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.
We are a small team (maybe a micro-business) and use Work[Etc] as our main CRM and user support system. Each employee has access to the Work[Etc] and we use it on a daily basis. It integrates our customer (B2C) and business (B2B) communication channels. We use the Project feature to manage routine business activities.
Pros
Group email management and business-wide communication. All of our B2B and some B2C communications are managed through Work[Etc].
Gmail widget works EXTREMELY perfectly for connecting emails sent to personal email accounts with the CRM.
Customer service is fantastic and responsive.
Cons
Product development is a little slow.
GUI is clunky.
Poor support for multi-currency purchases and sales.
Likelihood to Recommend
Work[Etc] is great for managing client/customer communications. All incoming and outgoing emails are linked nicely to the CRM person or company record. Each member of the team has access to the communications - no more cc'ing, bcc'ing, long email chains etc. As a manager I can see how my staff are communicating with customers and clients.
Our entire company uses WORK[etc] as our CRM. It's a central location for all of our customers' info that we can access from all of our devices. Our IT department also uses WORK[etc] for support tickets, time tracking, and invoicing. We can add time spent on each support ticket and then we can create the invoice directly from that.
Pros
Support Tickets - the Support Tickets module is highly customizable and you can make it fit exactly to your needs. Every customer request goes into a ticket.
CRM - the CRM is highly customizable and you can make it fit exactly to your needs.
Invoicing - This is an awesome feature because we can bill directly from time spent and expenses of a job. Reminders are automatic also.
Cons
Third party Integration - WORK[etc] is awesome but it REALLY needs third party integration with ZAPIER. There are some hardcoded integrations but it really needs the flexibility of Zapier.
Likelihood to Recommend
It's more suited for small businesses of 50 and fewer employees. It just seems like the flexibility and customizability are perfect for most small businesses. I am not sure where it would be less suited though. I think a business would need to look into it and see if the features fit what their business needs.
We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work.
Pros
Mobile app is great, very responsive, I have yet to have it crash on me.
Timesheets are an amazing organizational tool.
The customer portal allows us to support a private market without giving away trade secrets online.
Cons
Some aspects of the mobile app feel crowded.
The timesheets will randomly jump ahead 24 hrs sometimes.
The customer portal is slow to add knowledgeable articles, you have to do it one by one.
Likelihood to Recommend
When I am on a support call I can easily take down the contact information when creating a ticket when the customer is already in a list of contacts. However, every email sent to the support department email gets sent to all employees on a list, rather than focusing on just employee assigned to the project.
<div><div>I'm an independent trainer, businesscoach and producer of memorable online events..As I am self employed, I needed a solid, cost effective system to run my projects. I tried a lot of online systems, but gave WORKetc a try 7years ago. Here are the results so far.
</div></div><div>
Being a project manager with over 10 simultaneous projects for my business, I spend a lot of time communicating with my clients, suppliers and my network. One of the problems I had before I started with WORKetc was, how to just quickly add a task to my task list? How to make a note on a possible lead, when I receive an important email from within a network? How to just start a new project when I receive a now project request or someone reacts on my offer through an email?
Now I have WORKetc, I can just continue doing what I was doing, reading and processing my emails. But now with an extremely efficient workflow. After receiving an interesting email, I just add a new lead and add a new client to it, from my gmail in Google apps. The lead goes right to my WORKetc. Also I add possible projects right from my email. And also I archive important emails to an existing project.
I have been using many project management tools within Google apps so far, but this beats everything. For a busy project manager / program director working with many projects this is an incredible upgrade of my day to day workflow. I just started with this and within two weeks this has saved me a lot of time and money.
The last thing I want to tell is that there are real people at WORKetc!
The only 3 things they need are:
1) Integration with Zapier (I need this as my business model is moving from manual based to automation). I want to run automated processes from lead capture to product delivery.
2) Maybe a process automation engine (heck I'm demanding).
3) A mobile app that is a little bit more intuitive. Just the Apple standards. I'm used to my conventions.
Otherwise you will not regret buying this subscription.
PS: I'm so unhappy that they do not have this... it is costing me money... an AFFILIATE SYSTEM. PLEASE GUYS LET ME MAKE MONEY WITH WORKetc. Give me my affiliate link PLEASE!!! I can sell this to ALL MY CLIENTS. I won't do that if I don't have an affiliate.
There you have it.. I want to get a piece of their business. Lucky you.</div>
Pros
Link everything with everything
Timesheets
Reports
Offers and invoices in flexible templates
Cons
Zapier integration
Automated process management
User interface in the Ipad/iphone convention
Likelihood to Recommend
If you have many projects simultaneously where you work with a team around the globe and people need to fill in time sheets per project you are in heaven. If you need to process a lot of emails and relate them to projects so you can easily find all correspondence with your clients this is great. If all your processes are integrated with zapier, webinarjam, clickfunnels, activecampaigns and you need to integrate invoices, and send data from a system to the other, you are in hell.
