Great Product
June 05, 2017

Great Product

Ross Hendy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

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.
Work[Etc] is great for managing client/customer communications. All incoming and outgoing emails are linked nicely to the CRM person or company record. Each member of the team has access to the communications - no more cc'ing, bcc'ing, long email chains etc. As a manager I can see how my staff are communicating with customers and clients.

WORKetc Feature Ratings

Customer data management / contact management
8
Workflow management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
6
Case management
8
Help desk management
6
Lead management
8
Email marketing
5
Task management
8
Billing and invoicing management
7
Reporting
7
Pipeline visualization
5
Customizable reports
5
Custom fields
7
API for custom integration
5
Role-based user permissions
8
Mobile access
6

Using WORK[etc]

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Consistent
Quick to learn
Feel confident using
None