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Wow this WORKetc turned my world upside down and now I'm playing at another level
https://www.trustradius.com/crmWORK[etc]Unspecified7.447101
Runy Calmera profile photo
Updated December 16, 2016

Wow this WORKetc turned my world upside down and now I'm playing at another level

Score 9 out of 101
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Overall Satisfaction with WORK[etc]

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.

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
  • Labour productivity sky rocketed. We are playing the game of project management at another level now.
  • They are really helpful and the team is growing but they stay personal.
  • The founder is a visionary. They are a micro multinational themselves.
  • The really use their own system. They don't sell you CRM and use it from other people.
  • They need to be a little more responsive to coaches, writers, webinar organizers. I'm moving to this market and there I want to run productions instead of projects. So they need to move and let me integrate all other apps with Zapier. this is a big miss right now. But overall if you are in the project management this is the best.
[WORKetc is] More flexible. More solid. Way more options. Better customization. WORKetc wins.
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.

WORKetc Feature Ratings

Customer data management / contact management
9
Workflow management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
7
Case management
8
Help desk management
8
Email marketing
4
Task management
10
Billing and invoicing management
7
Reporting
8
Pipeline visualization
6
Customizable reports
7
Custom fields
9
API for custom integration
3
Role-based user permissions
9
Mobile access
6

Using WORK[etc]

2 - project management
timesheet
lead management
design
video production
story telling
Owner is senior project manager
Virtual marketing manager is junior manager

We have social media skills. We have video production skills, and marketing skills.
  • From lead capture to delivery
  • Time managment
  • Invoicing
  • to produce memorable online events -- videos and short films
  • to craft a launch plan for our events
  • to transition from a fixed price project based company to an online launch based company
  • turning from consultant into a micro multinational, YEAAAH
  • Process automation... if they got an engine they could compete with acitivecampaign
  • ontraport is the target and leadpages.... if they get page management we could deliver the experience through the system.
  • Payment processor. If they provide payment processing after your customer buys in a webinar we could drop a specialized cart.
Because they are solid. The only thing I want is integration with Zapier and an api to hook them to an external reporting system online.

Evaluating WORKetc and Competitors

Yes - Microsoft Excel and Microsoft Project offline, because I wanted to move to the cloud.
  • Price
  • Product Features
  • Product Usability
Investment /Benefits are great balance. For below 99 dollars you got a whole project management suit and CRM that would cost me 50,000 dollars to build? Are you kidding me? Where is the buy button?
I would do it right now. Only I would ask about their plans for zapier and for process automation. I would also ask if they are building a connection with an external reporting system for dimensional analysis.

WORKetc Implementation

Yes - Testing 1 4 days then launch
Change management was a major issue with the implementation - It was a relief in mindset. My mind got at ease. I also implemented the Getting Things Done framework of Daniel Allen into Work[etc] myself. So I have special features.. Don't mind contact me and you can get a subscription on my formula. mydreambusinesscoach.com
  • none
  • none
  • none maybe now that would be importing existing projects and clients and correspondance.

WORKetc Training

  • Online training
  • Self-taught
They know their stuff. They listen to your use cases. They get back to you.
Very easy. Just sell your service, create the project and start delivering it. If you know project management you will start very easily with WE.

Configuring WORKetc

This system lets you link everything with everything. If you are a seasoned business and macro modeler like me than this is the cookie next to your coffee. The cherry on the cake. Darn: I need to buy this system. That is the only thing that you cannot configure. I want to buy equity before they grow further..; o )
Yes,
you need to follow a standard project management methodology like Prince II. I'm Prince II certified professional. You need to have some basic understanding of project management before you begin. Eg. milestones, tasks, mini projects, general program Gantt chart. Because otherwise the system gives you too much options. This is like driving a helicopter. If you cannot even ride a bike you won't appreciate it. If you are used to drive the ferarri in projectmanagement, you will be ready to fly and you will really love this system.

You need a method for task management. There are many but we used the proven Getting Projects Done Right in all our projects. This is owned by David Allen. Although we are not the certified in the Caribbean area to use this methodology we can help you with the Dream Things Done method. It is completely different and universal and I have been improving this during the last 20 years. My first job was a project manager in the Caribbean. If you are a business owner that also wants to own our SFS- formula for launching big projects online (we call them launching memorable experiences and campaigns and no project) contact us at mydreambusinesscoach.com/contact. You can also sign up for our free webinars at sign-up.mydreambusinesscoach.com so you get up to speed right away. Finally go to your mydreambusinesscoach.com/services page to see how we launch our services. This is all done with worketc.com.

Yes - we have customized the interface extensively - Yes we integrated the Dream Projects Done Right formula into our user interface. Each task gets features of this formula. And these features are used in the system for reporting.
We have also invested in the style of invoices to fit our brand.
We are currently working on building customized progress reports and risk logs out of the system in our brands. And in the future we want to work on the integration with Google Docs. To get them right from WE.


Some - we have added small pieces of custom code - We have worked on the stylesheets and analyzed the coding system that WE uses. We have many integrations planned but need to invest in the api of Worketc. The api is well documented. However we know that you cannot get all the data right from one api call. WE can better explain their data model and the methods of their api. It is very difficult to get zapier integration. They are not delivering it. This is the only thing that misses.
Style sheets to brand your invoices would be great.
Extending the documentation / knowledge area so you can chat with your team live like with skype would be great. Now we have to copy all chats and paste them into the description of the task at hand or project at hand.
When you add a task below a project assigned to John the task needs to be added to John by default. This is not happening now.
Process automation can be improved. ActiveCampaign beats WE with automatisation. If AC gets project management capabilities WE could be in trouble.

WORKetc Support

They are good. Only thing see above.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Because they have to eat. I cannot ask for premium support to invest in my business and pay nothing. By paying I invest in their business so they invest in mine. If you want to know more get to mydreambusinesscoach.com
Yes - Yes they dive right away in it.
When I started 7 years ago something magical happened. They were big then. But the founder Dan, personally answered my message where I described my business. I was in project management of economic models. Starting a big 2 year project in the Caribbean. This was like: Are you kidding? I felt really special.
Dan, thanks for the illusion that I was special. ; o )
No, just kidding: they treat you like you are part of their business.

Using WORKetc

They let you do your work.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • gmail plugin
  • timesheet
  • gantt chart
  • iphone layout and user interface
  • working from an iphone
  • I want to be able to key in a list of actions without entering all the details. On an iphone I'm in a hurry. It needs to be task based. Now it is the same features as the desktop version.
Yes - Yes but that is badly designed. Too many options. They try to replicate the features in the cloud. You need to use the ipad and Iphone conventions. Do not give too many details.

WORKetc Reliability

Everything is related. You can scale up your team rapidly.
It never let me down. The support team never let me down.
They load quickly. Recently I have had an issue ( I still have) where when I click on the WE logo in Google mail there is a step between. That is an error. Needs to be picked up. Will report to support.

Integrating WORKetc

Here they fail. Because they are a system where everything is related to everything they tend to not look at the outside world. I have seen Zapier build an ecosystem during the last 7 years. And I said Dan what are you doing. They are building their businesses I think targeting the upper small business sector. 10 plus. I am in the lower small business sector in people. The single entrepreneur or the single entrepreneur + 1-7 virtual assistants is an interesting business niche.
gmail and Google Drive was easy.
Wanted an integration for zapier for about 6 months now. That one is really really difficult to get. They are working on other priorities. Maybe I'm the only one asking for this. And I understand that.
  • ZAPIER
  • ZAPIER
  • ZAPIER
  • WEBINARJAM
  • SWEETPROCESS
  • CLICKFUNNELS
  • SAMCART
  • Google analytics
  • HOOTSUITE
  • FACEBOOK PAGES
  • FACEBOOK ADDS
  • FACEBOOK GROUPS
These systems are used in the SFS formula. As an SFS formula owner (see mydreambusinesscoach.com) you need to get these integrations working
  • File import/export
  • Single Signon
  • AppExchange or similar marketplace
Google apps for sure. Evernote. Need to integrate API and also an ETL tool. But WE need to provide a way for an ETL tool to access its database.
They got a lot of data. They need to support us to grab that data and do whatever we want with it. They got great reports. But what we want to chart out is the Customer Journey. ActiveCampaign is giving you awesome reports about your customers.
So the marketing team at WE needs to take a look at what is happening in the market of Personal Business Development and see who is servicing that market online. They are letting other people grab this money. I'm in that market and investing. If you own a small service based business go to mydreambusinesscoach.com/contact to contact and ask your question.
make sure you follow their data model. Do not try to bring data from outside and try to link it dynamically. Yes they can onboard you. But no you cannot set up a CRM system and Project management system that integrates in the cloud and sends data back and forth. If that is your business WE will now fail for you. Other than that they are the best system online for projectmanagement and running your SFS formula owner business.

Relationship with WORKetc

very easy. I was a happy client. However If you want to become an affiliate you won't get it done. That is a pity because I think they can start delivering affiliate opportunities right away tomorrow. There are many affiliate management systems out there. I do not understand their affiliate strategy. It looks like they are growing on autopilot without affiliate. Or that they are happy with their sales. An affiliate system is the natural next step for WE.
No problem. They keep their promises.
no special terms.
nope. Unless you want to scale up and have a big project in multiple countries or global jurisdictions going to be launched then you need to contact me personally.

Upgrading WORKetc

Yes - No down time. Communication of going live was done ahead.
  • user interface
  • mobile user interface
  • user interface
  • history of calls
  • chat like skype and whatsapp
  • better Iphone and ipad UI
Yes - When we grow our staff in 1 year that might be the case.
Yes - After the free period. Change went well.