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Need it if you are a professional service company!
Updated June 28, 2014

Need it if you are a professional service company!

Marc Korody | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Team

Modules Used

  • Calendar, Contacts, Finance, Sales, Work

Overall Satisfaction with WORKetc CRM

This is a much better tool than others, it takes some process label revision (i.e. the labels), in your head but it really works.
Support has been very good, and the customization was done quickly and without much effort.

Worketc, will grow with your business, which is unique. It is not a vertical product (only doing one thing) it addresses the entire business process. We need recurring charges (i.e. monthly charges) the program does it as "subscriptions" - many of the others do not do this at all.

From our perspective Worketc needs to grow in the invoicing area, we need sub totals by service (product) and summaries on the bottom so costing can be done quickly by our clients. When we requested the change they were open to hearing about our needs which is unusual.
  • Time tracking
  • Job Costing
  • To do's
  • Recurring charges - done simpler
  • Invoice layout - sub total by type, summaries at bottom of invoices for costing
  • Faster document upload / easier
  • Batch invoice creation - presently need to generate invoices one at a time
  • To-do's with follow-up increase efficiency
  • Re-current charges (subscriptions) increase revenue by not missing revenue opportunities
  • We cant run the business with out a tool that converts tasks (to-do) to hours to bill able time... This does!
We don't use the CRM parts - only the Time & Billing - can't really comment!
It works, the support is decent and it is not a vertical product (you will spend more using vertical products and trying to get them to interface then paying for a turn key solution like Worketc).

We used Open Air NetSuite product since 2000 - post acquisition of Open Air by NetSuite they re-designed the product UI and it became horrific (and inaccurate). Worketc. does more and does it more efficiently, but has a definite learning cycle.

We would have never left Open Air but you can't have inaccurate data - we went on to a host of vertical products (unfortunately you can not run a business with vertical products), after great frustration we gave up on Harvest, Asana (which is great product) and moved to Worketc.. Why because everything is in one place. This is so invaluable!

Using WORKetc CRM

7 - Admin, accounting, project management, and expenses
Internal staff supports it, they just hate it's lack of certain features. This is probably a love it or hate it solution
  • Time Billing
  • Task to Time
  • Billing

Using WORKetc CRM

My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
ProsCons
Like to use
Technical support not required
Unnecessarily complex
Not well integrated
Inconsistent
Slow to learn
Cumbersome
Lots to learn
  • It's not elegant - it's complex
  • Very hard to take a task to a bill or a time slip to a bill
  • Notes are not pre-defined so you are constantly adding repetitive details to time charges
  • Generating invoices for 42 clients takes the bulk of a day.. It's completely through but way to complex
Yes, but I don't use it