Building Better Businesses With WORKetc
John Belchamber | TrustRadius Reviewer
Updated May 01, 2015

Building Better Businesses With WORKetc

Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
  • 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
  • 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.
I would highly recommend WORKetc and do.
I strongly suggest that you test and compare other tools first. I spent 12 months looking for an affordable solution that had the features I wanted before starting with WORKetc 4 years ago.

Using WORK[etc]

I have been using the tool for 4+ years and seen it evolve over that time, providing many features requested by users. This focus on providing affordable tools and great customer support keeps me using WORKetc

Using WORKetc

I've now been using Worketc to run my consultancy for over 6 years and have watched it grow from strength to strength in that time.
Worketc allows me to do everything from sales and marketing through project management to invoicing and finance. For me, it's an affordable one-stop-shop.