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Amazing and Respected CRM
February 20, 2017

Amazing and Respected CRM

Jaymes Baker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Foundations

Overall Satisfaction with WORK[etc]

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.
  • 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.
  • 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.
  • Customers complement us on how organized we are
  • Employees aren't criticizing each others work load
  • If somone is out, somone else can easily pick up where they left off
  • User-friendly mobile apps, easy to define customization features.
  • The reputation of the company is also a big plus. A lot of people we deal with have heard of the software and are impressed that we use it.
  • There is a great online presence when looking for solutions and feature building.
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.

WORKetc Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
10.0
Case management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9