WORKetc - Continually Improving
Updated March 18, 2015

WORKetc - Continually Improving

Ralph Young | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with WORKetc CRM

We use WORKetc for sales and marketing, CRM, quotes and invoices. The next step for us is to start looking at it for project management and timesheeting.

Over the last few years we have seen WORKetc continue to improve, by sorting issues and adding functionality. This commitment to improvement is one of the main reasons we've stuck with it, it just keeps getting better.

  • Customer management - it's simple and straightforward.
  • Updating from outlook - a sales enquiry can be quickly turned into a contact and sales lead without leaving outlook
  • Quotes - quick and simple to produce a quote for products and services
  • Project management, I don't think it's quite there yet especially on the side of resource management.
  • Speed, it can be a tad slow but this is being addressed. More of an annoyance than a huge problem.
  • Reports - while there are a number of reports having the ability to build your own or edit existing ones would be great
  • It's speeded up the time we take to respond to information requests.
  • Stopped sales actions slipping through the cracks.
  • Gives us a much clearer view on leads and value of sales pipeline
It's great for sales and marketing and general CRM. It's weak on project management but I think it's getting there.The recently redeveloped Customer Portal looks very good. Support from WORKetc staff is pretty good, they are responsive.

Using WORKetc CRM

It does 80% of what we want from it and hopefully will do 100% in the future. It's also cost effective and in terms of actual cost and overhead of managing it.