The importance of philosophy and your company's management.
Updated November 11, 2015

The importance of philosophy and your company's management.

Joe Gilbert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Starter

Modules Used

  • CRM
  • Project Management

Overall Satisfaction with WORK[etc]

Work[etc] is being used by Virtual Resort Manager, Inc. primarily as CRM and project management tools. This products allow us to keep close contact with our clients and manage internal development projects such as websites. I mainly use this for CRM and have used other CRM softwares. I have to say this one is the best yet. The other products did a good job of managing tech support, however they didn't offer other features such as project management in an all in one solution. The software also helps us maintain and centralize company documents making our internal knowledge base available anywhere and to anyone in VRM. I look forward to exploring other features and the continued feature upgrades Work[etc] has to offer!
  • The Dashboard is a great feature that allows you plenty of space to organize work queue, support cases. They leave this area open to move windows around, resize, and organize to your liking. As a result, this provides a quick look at the features important to your needs.
  • Work[etc] allows for an indirect way to sync its calendar. This is very important to keep all employees on the same page for a quick look at meetings, out of office vacations, etc.
  • Timesheets allow us to keep a log of our time on CRM support cases, development projects, and any other time oriented activities we need to log. This really helps our management team assess how projects can improve as well as provide proper estimates of the time it will take to complete tasks.
  • These all seem like very basic features in the scope of things. Keep in mind these are what I use on a daily basis and can comment about proficiently. The software really offers so much more.
  • The one thing Work[etc] needs to improve on is speed. We live in an instant world and when I click on something, I expect it to go there right away. The slowness is a matter of milliseconds though, just more of a OCD thing when surfing the net that I have. The good thing about Work[etc] is they are always working on improving their product. Although I say this now, they already have features to speed up their system. Their continues support gives me confidence any concerns I may have will be resolved in the near future, and that is more important to me than a few milliseconds.
  • Faster CRM resolution to support cases.
  • Centralizing documents and important information needed for any given employee task.
I used HelpSTAR when I first started working with Virtual Resort Manager. This was comprehensive CRM software as well, but I found the learning curve was much more difficult. Companies don't have time to catch up on such a key resource. Once we made the switch, Work[etc]'s philosophy "If its not in Work[etc] , it doesn't exist" You can make this statement with trusting fully in what it has to offer.
Some of the key questions to ask are:

How WORK[etc] will work specifically for you business needs?
In particular what kind of learning curve will it take for my employees to learn the product and use it proficiently?

CRM is very easy to use. There is some setup involved (client information, company culture procedures, etc.), but once that is done it is very easy to use. The project management takes a little more time to learn, but is very comprehensive. I wouldn't expect anything different for project management.

Using WORK[etc]

Again the philosophy alone will keep us coming back, we are here to stay!

WORKetc Reliability