Not quite ready for prime time.
Updated April 09, 2015

Not quite ready for prime time.

Oscar Correa | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Starter

Modules Used

  • All of then except projects

Overall Satisfaction with WORK[etc]

We're using Worketc across all modules. We're not using CRM all that much. Mostly Tasks. ToDo's billing,Contacts and knowledge base and time sheets. Were struggling with the projects modules. It's pretty good but a bit pricy now. We actually purchased it and subscribed to it for almost 2 years. We were lured with the promise of a collaborative project client portal but we never got anything useful on that end. They developed or are developing one now, but you have to pay way more to have access to it. The original reason we licensed is pretty much a bust.

The reporting is pretty much next to useless and for projects especially. If you don't need to create complex reports or to do serious project management the version we are using are a 6.5 out of ten. Were having to use another app in the Google marketplace for useful project management. Were still using it because we integrated it with quickbooks. I'm feeling kind of trapped right now as opposed to fully satisfied.
  • Time and Billing
  • Contacts
  • Help Desk
  • Knowledge Base
  • Projects
  • Reporting
  • Portals
  • Reporting, Projects, Reporting, Projects.
  • Faster processing of time and material expenses
  • Centralized knowledge base
It's got everyone beat with billing for time and materials but is severely lacking in reporting, projects and client portals and pricing.
It's not bad for tracking adhoc services or management time and management billing. Terrible for reporting and projects.

Using WORK[etc]

Really fed up with trying to make the reporting work and projects and still not a decent client portal. I just reviewed the pricing and to have what I thought I was paying for "project management", "client portal", reporting I have to switch from my legacy plan to 255 a month plan.

WORKetc Implementation