WORK[etc] - Streamline your Cloud Based Tools
April 18, 2017

WORK[etc] - Streamline your Cloud Based Tools

Randy Bryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Team

Overall Satisfaction with WORK[etc]

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.
  • 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.
  • Positive ROI - By centralizing and streamlining software my office manager is able to take on more tasks. That means I have had to hire fewer people!
  • Negative ROI - Can't think of any negative ROI scenarios for me.
WORK[etc] beats Google Drive hands down for CRM, time tracking, and tickets. We have used Google Drive for each of these before. We were using Basecamp for support tickets (projects). WORK[etc] beats that one hands down. We now only use Google Drive to keep track of detailed customer info such as network info, passwords, and such.
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.

WORKetc Feature Ratings

Customer data management / contact management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Case management
9
Help desk management
9
Lead management
9
Email marketing
9
Task management
8
Billing and invoicing management
10
Reporting
7
Customizable reports
8
Custom fields
10
Role-based user permissions
10
Mobile access
10