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WorkETC Review
January 12, 2018

WorkETC Review

Christina Le, BSN, RN, CWS, WCC, OMS, DAPWCA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Platform

Overall Satisfaction with WORK[etc]

We use this program across our whole organization. This allows all of our projects to be in on place that is easily accessible to everyone dealing with the same client or region. My favorite part of the program is the retention projects. They allow us to show our worth to our clients and in turn give them a better understanding of the work we provide.
  • Email tracking
  • Retention Projects
  • Tracking phone calls and visits
  • Sometimes I have difficulties filtering out some items
  • We have shown our growth
  • We have shown our value
It works well in tracking and keeping information on our touch points with the clients. We have found many uses in where we were not sure of material that had been produced for a client and with the tracking that we were able to keep, we in turned allowed the client to see what we were able to produce.

WORKetc Feature Ratings

8.6
Customer data management / contact management
8
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
8.0
Case management
8
Help desk management
8
7.0
Lead management
7
Email marketing
7
7.3
Task management
7
Billing and invoicing management
7
Reporting
8
7.0
Pipeline visualization
7
Customizable reports
7
7.5
Custom fields
8
API for custom integration
7
7.0
Role-based user permissions
7
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7