Building Better Businesses With WORKetc
Updated May 02, 2015
Building Better Businesses With WORKetc
Score 9 out of 10
Vetted Review
Verified User
Software Version
Foundations
Modules Used
- CRM, Project Management, Marketin, Support Desk, Finance
Overall Satisfaction with WORK[etc]
I use WORKetc to run my consulting business (Invoke Results) and Dementia Journeys a website I run.
WORKetc provides me with CRM, Project Management, Marketing, Customer Support, Finance tools that I use everyday, from wherever I need to use them. Without it, my business would not run.
WORKetc provides me with CRM, Project Management, Marketing, Customer Support, Finance tools that I use everyday, from wherever I need to use them. Without it, my business would not run.
Pros
- The CRM is excellent at keeping records of my interactions with individual contacts and companies and tracking all activities I have with them.
- I provide a wide range of services and products and WORKetc helps me manage the inventory, pricing and invoicing of these.
- The project management tools ensure that I keep projects on track in terms of timing and budget and allow em to give access to customers to review progress and pay invoices as well.
- Integration with Google Apps, Dropbox and other tools mean that I can access WORKetc from anywhere and send send emails from anywhere and know they will be available in Worketc
Cons
- Whilst there are now integrations with contact records and Social Media these are still in Beta formate and have a way to go before they are as good as many other applications. However, having seen the tools evolve over 4 years, I have confidence that they will get there.
- I often send emails from other applications outside of WORKetc and whilst I know that any email I receive and/or send will be recorded in WORKetc, I have to mark emails in WORKLetc as read again which can be annoying sometimes.
- I'd like to see the e-mail marketing linked to Mailchimp by API. WHilst the WORKetc email marketing tool is very usable, it doesn't have all of the features that Mailchimp offers.
- Better customer/prospect relationship building which is critical as a consultant who lives by relationships
- Fast invoicing and expense tracking which has lowered my debtor days and made tax time so much easier
- Increased profitability by better management of my time and project expenses.
Salesforce and Goldmine may offer more features but for a small business they were many times more expensive.
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