WORKetc - a solid foundation for your business
November 20, 2014

WORKetc - a solid foundation for your business

Ian Nicholson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Client database, project management, timesheets, expenses, invoices, communications

Overall Satisfaction with WORKetc CRM

As an SME we use WORKetc across the whole business. We use it primarily for client database, project management financial management and communications. For us it makes us more efficient because it puts all the data in one place, both for employees entering data and managers in reviewing progress and making decisions.In particularly it gives me great visibility of project progress, our future order book and our sales pipeline. For other members of the team it puts all the data (time, expenses and sub-contractors) all in one place so makes it very simple to raise invoices.
  • It is most useable through a full web browser on your computer. but it also has great smartphone app which is just having a major upgrade. I am currently beta testing it and it will transform my ability to keep things up to date while on the go.
  • It has a great sales leads modules which makes it really easy to see the volume and value of leads at each stage of the sales process.
  • It gives simple visibility on project progress, both percentage completion and financially.
  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
  • It has made us more efficient by giving us a strong foundation to build and grow our business.
  • By having all the information in one place it makes processes much quicker. For instance it used to take me one day/month to raise invoices from our manual process. We have now doubled in size but we can raise invoices in a maximum of half day/month.
  • Over time as we learn more elements of the system it will give us even more efficiencies. For instance greater use of the communications module over time will give us much more efficient access to project records.
Most CRM systems for SMEs are designed for manufacturers. Worketc is designed for consultancies and support companies so in that respect it is one of only a few systems out there that are suitable. They are transparent on their pricing so before you start evaluating you know how much it will cost. I always interpret the lack of subscription costs/license fees on the website to mean up front it means they will be expensive!!!
The Worketc team were more than willing to give us an extended trial period so that we could fully test whether it was the right system for us and they were always willing to answer our queries too!
It is a major task to change your CRM system and the effort gets more significant the larger your business becomes. Changing is therefore not a decision I would take lightly. The system is working well for us and any problems are relatively minor in context so overall it works well for us. Oh... and the Worketc team will always listen to suggestions on how to improve!
It is very well suited to professional services companies (consultancies, IT support companies etc). Many of the systems available are focussed more on manufacturing businesses so are quite difficult to apply to a consultancy environment. WorkETC was one of the best that we found to suit a consultancy business. When selecting the system it is always a balance between how you operate as a business and how the software does things and you have to find the right balance of changing your own procedures or changing the software. The biggest recommendation during the selection process is to get an extended trial period so that you can really test out how it works in practice in your business.