WorkETC is the Business Management Tool to Use
Updated December 04, 2014

WorkETC is the Business Management Tool to Use

Allen Bayless | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Starter

Modules Used

  • Contacts
  • Calendar
  • Projects
  • To-Dos
  • Invoices
  • Account Summary
  • Leads
  • Reports

Overall Satisfaction with WORKetc CRM

Pros

  • Project Management
  • CRM
  • Leads
  • Financial
  • Reports

Cons

  • Integration with Dropbox
  • Integrate invoices into mobile apps
  • Automatic reminder emails in projects to send off to remind clients of special to-do tasks on their end
  • Lead conversion
  • Reports on project timesheets to evaluate time spent on projects
  • Client management
The software tool has been an all-in-one business management tool that we couldn't live without. The support is great, and the constant expansion of the platform has made this a great tool to use. WorkETC is more than a CRM, as it has handled are project and to-do management, invoicing and accounting, lead generation, reporting and more. It is cost-effective and easy to use.
This is the business management tool for anyone. You can use it in many ways for your own business. WorkETC offers great support and can even train your team on how to use their product. Sign up for their trial to see if it can work with your business and make sure to use all of the tools to see how effective it can be for your company.

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