WORKetc for small companies
December 14, 2017

WORKetc for small companies

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Team

Overall Satisfaction with WORK[etc]

The sales and marketing use WORK[etc]. We use it to share information with our team and keep track of who is working on which accounts. Having this CRM software keeps us organized and improves our communication. We also use it to create weekly and monthly sales reports that we review to improve our sales strategy.
  • WORK[etc] is very user-friendly. It takes no time to learn how to use it.
  • It has the basics of a CRM software, so it is a good tool for a small company.
  • The price is very reasonable compared to others CRMs.
  • WORK[etc] is still a young company so it does not have all the features as bigger CRM company
  • Sometimes it is hard to find a report that fit our needs
  • Lack of customization to fit your own business
  • We could keep track of how many companies we contacted a day
  • Helped us to work the pipeline
  • Helped us to see where there were issues
We decided to go with WORKetc because it was cheaper than what was offered from the other companies. We liked that the interface was very user-friendly and customer service is very easy to get in contact with. Our company was just starting so it was a good way for us to be organized from the beginning.
I think WORK[etc] is well suited for a small business, a young company with not much experience with CRM software. WORK[etc] is good to use as a first CRM but can be hard to implement if people in the company are used to other CRM software. WORK[etc] would not work well for big companies.

WORKetc Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
3
Quote & order management
Not Rated
Case management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
5
Pipeline visualization
7
Customizable reports
3
Custom fields
7
API for custom integration
4
Role-based user permissions
10
Mobile access
4