Cool project management software that has more!
October 03, 2017

Cool project management software that has more!

Sam Goodwin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Starter

Overall Satisfaction with WORK[etc]

Currently we use WORK[etc] in 50% of our business and will be integrating more into our business as we become more comfortable with using the entire platform. The program has helped us with work flow projects and keeping all relevant information in one location, consistent with the project. Our team members use the software and have been able to adapt to small tweaks or changes that we made.
Some features we choose not to use, not because they don't work, but because we don't want to add more work for our partners. There are a few applications that we haven't utilized yet. Such as the sales pipeline portion. I am a little hesitant to switch from the prospecting software I am using now.
  • Easy to use
  • Seamless communication in the project work flow
  • Email integration
  • Incorporating a mail merge print feature inside the system similar to MS Word or Google Docs.
  • Positive ROI, being cloud based and simple to use. Work{etc} has saved us 10-20% in time versus our old CRM
Project management, big or small. We do a high volume of small projects and it's awesome to have a pre-developed template in place. We can then just duplicate it each time and enter a brief amount of information to successfully create a project.

WORKetc Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Case management
9
Help desk management
10
Lead management
5
Email marketing
5
Task management
10
Billing and invoicing management
10
Reporting
8
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
9
API for custom integration
9
Role-based user permissions
9
Mobile access
6