Overall Satisfaction with WORK[etc]
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.
- 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.
- Product development is a little slow.
- GUI is clunky.
- Poor support for multi-currency purchases and sales.
- Streamlined email communications
- Centralised project and task management for routine business activities (e.g. licensing)
- Streamlined lead management
- Integration with Xero Accounting
We came across Work[Etc] at the beginning of our CRM search and found it to have greater variety and functionality than other products.
WORKetc Feature Ratings
Using WORK[etc]
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Consistent Quick to learn Feel confident using | None |
Yes - It's a little clunky