WORK etc is the best thing around
Regan Barrett profile photo
December 22, 2017

WORK etc is the best thing around

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Team

Overall Satisfaction with WORK[etc]

WORK [etc's] CRM has been implemented across the organization. We have customized it to work exactly how we need it to. It has addressed a number of problems in the business or us, such as:
  • scheduling
  • time management
  • finding and
  • reviewing customers data
  • staff management
  • Technical support with issues that arise for us - we have had a few glitches with the software as to how we want to use it and the WORK etc team have been on the ball with helping us and getting back to us with a resolution to the issue.
  • Setup and configuration - we needed a CRM that was built for us and WORK etc was able to deliver for us.
  • Super easy to work with and get to grips with.
  • Our staff have had no problems with getting up to speed
  • More personal customization - making each users profile/dashboard unique, EG colors
  • One of the first things we were able to pick up on is the productivity of each staff member. It helped us narrow down issues in the company that we have now addressed.
We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
It has been brilliant for our company. The ability to see exactly what is happening at the click of a button is perfect.

WORKetc Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
8
Case management
10
Help desk management
8
Lead management
9
Email marketing
7
Task management
8
Billing and invoicing management
8
Reporting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
API for custom integration
8
Role-based user permissions
9
Mobile access
10