Overview
What is WORKetc?
WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks…
WorkETC Review
WORK etc is the best thing around
WORK[etc] - a great four-letter word ending in k[etc]
WORKetc for small companies
Cool project management software that has more!
The perfect CRM for connecting a disconnected workforce with their clients
Great Product
WORK[etc] - Streamline your Cloud Based Tools
Amazing and Respected CRM
Wow this WORKetc turned my world upside down and now I'm playing at another level
WORK[etc] is a one-stop shop!
The importance of philosophy and your company's management.
WORKetc simply works!
Great tool!
WORKetc - Bringing all our moving pieces together from client communication to project management
Awards
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Popular Features
- Task management (13)8.787%
- Customer data management / contact management (13)8.686%
- Custom fields (13)8.484%
- Integration with email client (e.g., Outlook or Gmail) (13)7.979%
Pricing
Starter Edition
$78
Team
$195
Foundations
$395
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $78 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.6Customer data management / contact management(13) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(12) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.8Opportunity management(10) Ratings
Users can track deals and create quotes.
- 7.9Integration with email client (e.g., Outlook or Gmail)(13) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.3Contract management(1) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.1Quote & order management(8) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.8Interaction tracking(2) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.3Channel / partner relationship management(1) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 9Case management(11) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.3Call center management(1) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.5Help desk management(12) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 7.7Lead management(10) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.1Email marketing(9) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.7Task management(13) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.8Billing and invoicing management(10) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(12) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.5Pipeline visualization(9) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.2Customizable reports(11) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.4Custom fields(13) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.2Custom objects(2) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 7.3API for custom integration(10) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.1Single sign-on capability(1) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.8Role-based user permissions(11) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.3Social data(1) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Platform
- 7.5Mobile access(13) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is WORKetc?
WORKetc Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
Customer Service & Support Features
- Supported: Case management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
WORKetc Screenshots
WORKetc Video
WORKetc Integrations
WORKetc Competitors
WORKetc Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | Worldwide |
Supported Languages | Afrikaans, Czech, Monenegrin, Welsh, Danish, German, English, Spanish, French, Hindi, Italian, Lithuanian, Hungarian, Dutch, Norwegian, Polish, Portuguese, Romanian, Finnish, Swedish, Vietnamese, Greek, Russian, Tamil, Sinhala, Korean, Japanese, Chinese Traditional, Chinese Simplified |
Frequently Asked Questions
WORKetc Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 75% |
Mid-Size Companies (51-500 employees) | 25% |
Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(47)Community Insights
- Business Problems Solved
- Pros
- Cons
Users find that WORKetc allows them to conveniently store and access all their information in one place. They appreciate the integration of WORKetc with other systems, which helps consolidate data from multiple applications into a single source. This has proven useful for addressing various business problems such as scheduling, time management, customer data management, and staff oversight. By replacing multiple information silos, WORKetc has improved accountability and accuracy. The software is versatile, serving as a central hub for CRM, project management, customer support, knowledge base, sales, and marketing. Its cloud-based nature makes it suitable for companies with remote teams. Users value features like Gantt charts for managing project timelines and customization options that allow them to tailor the software to their specific needs.
WORKetc streamlines project management and enables effective communication with clients. It is relied upon by users across different departments including IT, support, product development, and more. They use it for tasks like support ticket management, time tracking, invoicing, and meeting project deadlines. The software also assists in tracking potential and current clients, scheduling regular contact, and managing internal development projects. Users highlight the intuitive and convenient nature of WORKetc, particularly its ability to attach email chains to projects or to-do lists. They appreciate the customization options that enable them to personalize the software according to their requirements.
Regular updates and responsiveness to user feedback are among the praised qualities of WORKetc. The software has gained widespread adoption within organizations as it provides a centralized location for managing enterprise communication, leads, customers, projects, and employee time, expenses, and support tickets. Its seamless functionality has streamlined various business processes such as sales, marketing, CRM, quotes generation, and invoicing. Users value the support and project management features offered by WORKetc as they make their daily tasks as business managers easier.
Additionally, WORKetc integrates well with Google Apps/Gmail which enhances accessibility to important information when on the go. Reviewers also express satisfaction with the customer support provided, citing prompt and friendly assistance. The software's versatility to handle the entire business process rather than being limited to a specific function is another aspect that users appreciate. They find value in the ability to set up recurring charges for easy monthly management. Some reviewers mention areas for improvement such as the invoicing module, requesting subtotals by service and summaries for quicker costing by clients.
WORKetc has successfully served different organizations across various industries, including Boomer Consulting, restaurant development companies, service-based companies, small medical industry companies, SMEs, independent trainers, and business coaches, assisting them in managing different aspects of their business processes. WORKetc is utilized across the entire organization for keeping track of billable time, generating invoices, and managing support tickets. The software's reporting services are also valued for tracking important statistics.
WORKetc finds application in various departments such as IT, Marketing, Sales, Management, Support, and Engineering, bringing transparency and collaboration to these teams. It captures sales leads, generates quotations, manages projects and billing items. Users also rely on it for tasks, to-do lists, contacts, knowledge base management, and time sheets. While some users have faced challenges with the project management module and found the reporting feature ineffective, the integration with QuickBooks has provided convenience for users. Its ability to consolidate all projects into one accessible location for everyone involved with the same client or region is highly appreciated.
Users appreciate features like retention projects which allow them to showcase their work to clients. Sales and marketing teams utilize WORKetc to share information, track accounts, and improve communication. Moreover, users create weekly and monthly sales reports to enhance their sales strategy. The software continues to evolve based on user feedback with regular updates that address user needs and requirements effectively.
Overall, WORKetc proves to be a versatile tool that streamlines business processes across organizations and addresses a wide range of needs such as project management, CRM, customer support, sales, and marketing. Users appreciate its intuitive interface, customization options tailored to their requirements, and the centralization of information that enhances accessibility and collaboration.
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.
Syncing Feature Confusing: Some users have found the syncing feature between Gapps and WORKetc to be confusing and not intuitive. They have mentioned that it was difficult to understand how to sync their Google apps with the software, resulting in frustration and wasted time.
Improvements Needed in Recurring Charges: Several users have requested a simpler and more intuitive recurring charges feature. They have expressed that the current process for setting up recurring charges is complicated and cumbersome, requiring extra steps and causing confusion.
Invoice Layout Could Be Improved: Users have mentioned that the invoice layout could be improved, specifically with subtotals by type and summaries at the bottom for costing. Many reviewers feel that the current invoice layout lacks clarity and organization, making it difficult to understand the breakdown of costs. They believe that adding subtotals by type would provide better visibility into expenses, while summaries at the bottom would give a clearer overview of total costs.
Attribute Ratings
- 8.2Likelihood to Renew30 ratings
- 9.1Availability3 ratings
- 8.2Performance4 ratings
- 8.2Usability5 ratings
- 8.2Support Rating5 ratings
- 8.2Online Training2 ratings
- 9.1Implementation Rating2 ratings
- 9.1Configurability1 rating
- 8.2Product Scalability2 ratings
- 4.5Ease of integration1 rating
- 8.2Vendor pre-sale1 rating
- 8.2Vendor post-sale1 rating
Reviews
(1-23 of 23)WORK[etc] - a great four-letter word ending in k[etc]
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.
- 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).
- 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.
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.)
Cool project management software that has more!
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.
- Easy to use
- Seamless communication in the project work flow
- Email integration
- Incorporating a mail merge print feature inside the system similar to MS Word or Google Docs.
- 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.
- 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.
WORK[etc] - Streamline your Cloud Based Tools
- 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.
- 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.
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.
- Link everything with everything
- Timesheets
- Reports
- Offers and invoices in flexible templates
- Zapier integration
- Automated process management
- User interface in the Ipad/iphone convention
WORK[etc] is a one-stop shop!
- It does timesheets quite well. Filter by day, week, or month. View totals for everything or just totals for a specific project.
- CRM is another big plus for WORK[etc]. Search by any field and find all the matches. Add people to companies (or to specific locations of a company). View phone numbers, emails, etc. All just a quick search away.
- Project management is very useful for us. All the graphs and charts you'll need to visualise your progress. View costings and see what tasks are still outstanding.
- Being able to lock down timesheets would be helpful (i.e. after a month, you can't go back and edit so the boss can officially use your numbers for submitting invoices).
- Some improved efficiency would be nice. While everything always loads, it feels like there can be a bit of a delay sometimes.
WORKetc simply works!
- One Word...Efficiency! Everything I need to know is just a click away if I don't already have it on my screen.
- Easy to use and understand.
- Web-based allows me to access it anywhere I am, including my mobile devices.
- The knowledge base and blog functionality in WORK[etc] allows us to easily create the documentation and get new and important news out to our clients.
- The Projects module is functional - but it's not quite there yet. The biggest things is being able to recognize that weekends and holidays are not necessarily working days.
WORKetc - Bringing all our moving pieces together from client communication to project management
- They are continually updating and improving their product. They listen to the feedback that their users give and start working to implement them.
- WORKetc is very fast at responding to any type of questions that you might have. Even if someone doesn't have the answer, they get back to you right away and let you know that they are working to find you a solution/answer. Such amazing customer service!
- Their product is great at helping us organize all areas of our company. For sales, we are able to pull lists for various leads and contacts quickly and accurately. We are also able to see all of our leads, where they are at in the sales process, if they are high risk and also keep them updated with their features of "last contacted" and "follow up" dates. For our project managers they are able to create a project for each of our engagements and communities that keeps them on track, creates the proper todo's and they are available to be duplicated so we don't have to start from scratch for each engagement or community.
- I'd like to see them change the look for the project overall. Right now it's basically white and grey which makes it feel out dated and not as crisp (even though they are updated and forward thinking).
- Their Smart List section is very helpful to pull lists based on certain criteria. It would be nice if we could select multiple criteria in certain sections so that the list can be even more lazer focused then we can get it right now. Sometimes we want to be very specific with the lists that we see, but we can't get there just yet.
Building Better Businesses With WORKetc
WORKetc provides me with CRM, Project Management, Marketing, Customer Support, Finance tools that I use everyday, from wherever I need to use them. Without it, my business would not run.
- The CRM is excellent at keeping records of my interactions with individual contacts and companies and tracking all activities I have with them.
- I provide a wide range of services and products and WORKetc helps me manage the inventory, pricing and invoicing of these.
- The project management tools ensure that I keep projects on track in terms of timing and budget and allow em to give access to customers to review progress and pay invoices as well.
- Integration with Google Apps, Dropbox and other tools mean that I can access WORKetc from anywhere and send send emails from anywhere and know they will be available in Worketc
- Whilst there are now integrations with contact records and Social Media these are still in Beta formate and have a way to go before they are as good as many other applications. However, having seen the tools evolve over 4 years, I have confidence that they will get there.
- I often send emails from other applications outside of WORKetc and whilst I know that any email I receive and/or send will be recorded in WORKetc, I have to mark emails in WORKLetc as read again which can be annoying sometimes.
- I'd like to see the e-mail marketing linked to Mailchimp by API. WHilst the WORKetc email marketing tool is very usable, it doesn't have all of the features that Mailchimp offers.
I strongly suggest that you test and compare other tools first. I spent 12 months looking for an affordable solution that had the features I wanted before starting with WORKetc 4 years ago.
WORKetc - More than CRM
Finally, good luck finding better product support. I know my WORKetc support people by FIRST NAME!! It's not that I need them that often, but when I do, I know that Craig or Steve or Laurie are there for me via email or 15 or 30 min support call.
- WORKetc integration with Google Apps and ability to attach anything to anything is of tremendous value to our consultants.
- Support - WORKetc support people are accessible, knowledgeable and helpful.
- The integrated nature of WORKetc gives us the ability to manage our business end to end.
- WORKetc is committed to continuous improvement and is always unveiling new features and improvements.
- I am hesitant to sync contacts between Gapps and WORKetc. I played with it a bit and found it confusing. I can see what the intent is but think the feature could be a bit more intuitive.
Change is hard for any organization event if they are changing from a total crap system to WORKetc. I'd encourage WORKetc to add to their stellar product support by developing field consultants who could help with onsite implementation.
We actually do all our work, etc in WORK[etc] every day.
- 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.
- We really want to be able to control subscription billing better. We sell tech support contracts with a set number of hours in the contract. We have a work around for doing it within the invoicing system but it would be much better if we could handle it properly.
- Reporting tools are not as flexible and capable as we really need. There are lots of things we have to dump to a spreadsheet and attempt to pull the data we need there instead of directly from the application tools. This is especially important when it comes to the financials.
- Mobile app for iOS is a long time coming. We have seen videos for months with no product yet but if it does work like they say this would be solved. The current iOS app is completely useless to us.
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.
WorkETC - More Than A Simple CMS
- WORKetc is an excellent customer management system that makes maintaining customer information a breeze.
- The simple to use interface offers advantages not found in similar products I have tried.
- The system offers detailed information, custom fields, and reporting services.
- Tickets for support can easily be shared and sent to where needed. After each person handles the ticket, discussions allow our employees to share valuable information to each other before passing it along.
- The system accomplishes everything I want, but it would be nice if the interface for some of the advanced features were simplified.
- The end user knowledgebase does not have a search feature.
- The search feature within WorkEtc makes it difficult to find previously closed tickets. It is unnecessarily complicated.
Game changer
- Time tracking - track everything to specific tasks, clients, or projects, and know exactly how much time you've spent on it. The time-tracking also allows you to budget for a similar to job, so you can quote prospects appropriately.
- Project management - have discussions across your departments regarding projects, leave notes for Clients to see through their online portal, develop a timeline and tasks that pop up automatically during that timeline.
- Expenses - attach receipts or invoices in the expense window and track each expense to a specific task, job, or client. This also helps tremendously when billing your clients, as well, because, if it's been entered, everything is all together under the company you're billing.
- 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.
WorkETC is the Business Management Tool to Use
- Project Management
- CRM
- Leads
- Financial
- Reports
- Integration with Dropbox
- Integrate invoices into mobile apps
- Automatic reminder emails in projects to send off to remind clients of special to-do tasks on their end
WORKetc - a solid foundation for your business
- It is most useable through a full web browser on your computer. but it also has great smartphone app which is just having a major upgrade. I am currently beta testing it and it will transform my ability to keep things up to date while on the go.
- It has a great sales leads modules which makes it really easy to see the volume and value of leads at each stage of the sales process.
- It gives simple visibility on project progress, both percentage completion and financially.
- 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.
Work[etc] from a web developer stand point
- Project management
- Help desk
- Client management
- Time sheet chart
- On the time sheet sometimes the time sheet boxes will overlay each other.
- Being able to merge contact / clients
- More widgets to be able to add to your dashboard
Excellent Cloud Based CRM/PM System - Highly recommended.
As a lot of our usage is remote - the cloud based PM/CRM system is ideal for our company.
- Cloud access - including mobile devices
- Gantt Charts for managing timelines of projects - including templated projects
- Its great for delivery of emails and files to clients - very streamlined.
- I think the billing/invoicing system can be improved further - as well as integration to Freshbooks - currently Xero and QuickBooks are supported.
- I think the email marketing system with autoresponders could add another string to the bow of WorkETC - currently it's reasonably basic
- Tags management for contacts and projects could be explained and done a bit better.
Overall its an excellent system with mutliple client access and being cloud based - security and availability is paramount - and that's handled really well.
WORKetc makes work less 'work'!
- Timesheet management is slick and simple.
- Integration with email systems (Outlook, Gmail) is comprehensive.
- The company is constantly improving the product, listens and responds to customer concerns.
- Mobile apps.
- Android apps could be improved (which I believe they are currently under development)
Need it if you are a professional service company!
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
We would have never left Open Air but you can't have inaccurate data - we went on to a host of vertical products (unfortunately you can not run a business with vertical products), after great frustration we gave up on Harvest, Asana (which is great product) and moved to Worketc.. Why because everything is in one place. This is so invaluable!
WORKetc: All in one solution
- Google apps integration - We use Google docs and Gmail heavily within our organization and having a tight integration between Gmail and Google docs has been very handy.
- Expense reporting - Now we can create projects to track employee hours and expenses to a customer and easily export into our accounting software. Being able to set up reoccurring expenses is a nice feature as well.
- Support Tickets - Having the support system integrated with the CRM is great sales tool as well as a support tool. Account managers can now easily get a snapshot of what is going on with their accounts and avoid getting blindsided by unknown customer issues.
- I would like to see some more functionality in the mobile app but I know thy will get there. The core is there.
- WORKetc has made some great improvements to UI over the past 2 years which is where I would say they were weakest. They have improved drastically but sometimes the UI can get confusing to certain users because there is so much flexibility in the way it can be used. It seems they have gotten the point and have been making the UI simpler over time.
Love is not a strong enough word for Work Etc.
- Work etc makes it very easy to collaborate on projects.
- Work Etc makes CRM a breeze.
- Work Etc. is a great tool for help desk.
- I love the project feature but I wish it was easier to adjust timelines.
Worketc. is an incredible CRM with tons of great features that other solutions don't have.
- Easy to Learn and Customize
- Cloud Based
- Manage calendars
- Project Management
- Invoicing & Accounting
- Leads
- Expenses
- Billable Items
- Invoicing
- Reports
- Awesome Support
- Continued growth of the software
- Has a mobile app
- Integration with Gmail Apps
- Highly recommended for businesses that need to manage client contacts, accounting, service or project management and lead generation.
- The main business problem solved was finding an all-in-one business management tool. There are other tools out there but mainly for one primary reason. Whether if it's invoicing, project management or CRM. WorkETC provides all the tools you need that almost any business can use. WorkETC provides a great team and client/contact interaction. Another problem that WorkETC has solved is finding a tool that can be used anywhere, with of course internet connection.
- Better quoting system which is under developmen
- A more robust mobile platform would be a plus.
Great CRM!
- Manage support
- Manage employee communication with customers
- Handle project management, CRM, task work, knowledgebase
- Track financial transactions
- Purchase order tracking