WORKetc is a Web-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk and sales and marketing management modules, catering to the business management needs of companies of all sizes.
WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information using live support, Web forms and email, and cases can be managed by custom priority levels and statuses.
The software manages the complete customer life cycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from cloud services and Google apps for business.
The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, payment gateways, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks, Xero and CSV.
Scott from Moore Engineering Services
Since you can access WORKetc anywhere with an internet connection, by phone or computer, your business can travel with you. Whether you need access to contacts, projects, invoices, time sheets, or your calendar, it is all at your fingertips no matter where you are. Within a matter of seconds, everything you need is at your disposal. It gives you the ability to keep all communications with clients in one place, so that you can run your business efficiently. WORKetc is user friendly and easy to learn. They realize that companies rely on them to manage their business. WORKets runs smoothly, however, if an issue does arise, their response time is short. They work on resolving the issue as a matter of priority and provide updates and details of measures that will be taken to prevent the issue from occurring again.
While we are greatly pleased with how WORKetc allows us to run our business activity, we would like to see a few changes in the issue of quotes. Currently, the way it works is if I create a quote with a certain amount of hours of time on it, my next time sheet will show that amount of time. I view a quote as what I provide my client or potential client prior to them hiring us or approving the work, so I don't want it anywhere other than on that quote. Once they hire us I still don't want it anywhere until we've done the work or decided to bill it. Typically, we don't convert quotes to invoices but bill against the project and compare back to the quote when we create the invoice.
I'd also really like to be able to attach a quote to a project, we often provide additional work on a project requiring additional quotes to be created for that specific project - as it is now it becomes cumbersome when multiple projects for one client have multiple quotes.
We believe that this software pays for itself. The best recommendation we can give is to try it out. Get a feel for the software and the ease of use. It takes time to learn and there is some set up involved, but that will be the case for any software. We believe that it is worth the time and effort you put in to learn the system. It takes time and effort to run a business.
William from TechHelp
WORKetc is not just a CRM. It works for us from initial client meeting through sales cycle, proposal, contract, project, invoicing and reporting. Also love how it integrated with Google For Work. The vendor is accessible and easy to work with.
There are SO many features and potential ways of doing things that it takes a while to learn the system and create processes and best practices.
Having tested and trialed most CRM's on the market, I can say that most were too "salesy" for the needs of a professional consulting organization and were scaled to meet the needs of a much larger organization. WORKetc handles ALL aspects of business engagement and works great for our smaller consulting operation.
Deanna from Boomer Consulting, Inc.
The thing that I like best about WORKetc is that it is one place that everyone in our company can go to find information about anything. If they have questions about a specific client or company, they can find the information here...or ask the team through WORKetc and the answers are all captured in a place that we can always go back to. If someone is on the road and wants to know the status of a lead or project, they can check in on these using WORKetc as well. We don't have to search 4-5 different places or send 4-5 e-mails to get our answers any longer...they are all in one place.
I know their new mobile app is going to be amazing and will really help with our team members who are traveling...but it is still very buggy. A couple of us went through the beta testing and when it finally was rolled out to the public, we were really excited to share with our team. We opened it up during our team training and about step 2 into our walk through we found a bug. I have high hopes for the app in the future and the thing that I like least right now, April 2015, will probably become the 2nd best thing I love about WORKetc in the future.
Bring in team members from different areas of your company! This isn't just a CRM system, this is a place to track sales, develop and work through your projects/engagements and it also has invoicing capabilities!! You want to make sure that it works well for everyone on your team, and more importantly, you want people in all areas to be bought in from the beginning! It can be a huge struggle if you're bought in and then you have to convince the other areas of your team that it's a software worth investing in.
Keith from u.s. referrals network
Employees number: 2-10 employees
Reducing the number of "info silos" is the #1 benefit. Get rid of CRM, support ticket management, project management, database entries, notes, untracked email, work timers, and more....because ALL are part of WorkEtc.
Customization tools the #2 benefit. Create 'Smart Lists' (based on info already contained in WorkEtc (instead of separate spreadsheets for everything). Create standard (YOUR 'custom standard' projects, email replies, etc. Do it once and ensure it's done the same way every time.
Steep learning curve. Great tools for learning, including over 100 short videos. Worth the time to learn because of the flexibility and power of the program.
Rick from Aepiphanni
Employees number: 2-10 employees
In the realm of business management solutions for small businesses, Work, Etc., is definitely among the top. A single source for CRM, PM, Financial Management, Sales Force Automation, Marketing Automation, and reporting made Work, Etc., a no brainer. The level and speed of support is excellent, the platform rock-solid and documentation is crystal clear. Comes highly recommended.
All in one solution, great support, excellent documentation, great integrations
With such an all-encompassing solution, it is quite the commitment to learn and move everything. Once up to speed, however, you probably won't want to run without it.
The user interface is quite functional but doesn't seem to meet market standards. Doesn't take away the usability of the product.
Nicole from Integrant Services, LLC
Employees number: 1 employee
We are a 2-person company that needed a single tool to manage both support tickets, a deal pipeline and project management. After trying literally HUNDREDS of so-called 1-stop CRMs, Work[etc] was the ONLY tool that actually delivered on what it advertises. The quality for the price is second to none, and it's pretty easy to use. There are a few things that could be better, but the development team is committed to improving their product over time. We're looking forward to future planned enhancements. Oh, and I should mention that there IS a mobile app, which many CRMs don't have. I don't use it much, but it's pretty good.
It really is a one-stop-shop for managing customers, deals, projects and support tickets. It has great integration with Google (GSuite). We have significantly lowered our individual emails with tickets and inquiries going directly into Work[etc]
The integration to Xero (accounting/financial software) isn't as good as it could be.
Jaymes from Bond-Pro, LLC
Employees number: 11-50 employees
I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service. We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work.
Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys
Pricing options, original mobile app environment felt crowded
Give it a shot, try it out for a few months but make sure you use it at least a little daily.
Jaymes from Bond-Pro
Employees number: 11-50 employees
I never had to work with a CRM until I started at this company. I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service.
It's usability and complex features that have been really thought out
Mobile App feels crowded
More pricing options
Mariza from Molina Advogados Associados
Worketc it is a great tool, with a lot of options to have control about many areas of your company (time-sheet,Finance, projects). Very customizable too, with a great variety of reports.
Mauricio from 4xpert
Employees number: 2-10 employees
Worketc it is a great tool for your company, easy to use, very customizable to attend your needs. I really recommend.
Worketc it is a great tool for your company, easy to use, very customizable to attend your needs.A complete tool, with various modules like, timesheet, service desk, finance, projects, etc.
None that I remember.
Great support team.
Celina from tekRESCUE
Employees number: 2-10 employees
I think one of my favorite things about Worketc is that it's so powerful. You have a CRM that has the ability to contain all your customer data in one place, but then all that customer info can be connected to projects, support cases, invoices, events, appointments. It's easy to modify, you won't need an act of congress to make changes. Then you have the ability of being able to access it through the mobile apps.
Powerful all-in-one web application. Nothing to install or download.
User interface is a bit dated
Take your time learning how it works. Read all the tutorials.
We do not see the world as it is, but we see the world as we are. Worketc allows me to see the situation as it is. When I say situation I mean the project status, stage, etc. I am able to fully access the phases and status of current accounts and customers. It's very important for me to be able to stay on top of a customer because I have hundreds and hundreds of customers and I need to be able to rememeber their dogs' names, diseases, house orientations, etc etc. Hence worketc.
Fully customizable. Very easy to integrate to other programs like quickbooks. We use it for accounting.
You have to exit one section before you edit another.
Make sure that you create a template that is easy to digest. Do it right from day one. Make sure all staff is on board with the workflow you've organized. Don't make any decisions on your own, team effort. There is no I in team.
Ryan from PR Caffeine
Employees number: 51-200 employees
We've been running for years with a pieced together system that involved a billing system, a ticketing system, a bunch of spreadsheets, and a new CRM every few weeks. We tried getting systems to integrate, and play nice. It wasn't until we discovered WorkETC that we found a solution. We have been able to more than double our productivity and bandwidth because the software integrates everything we need in one place. The mobile version of the software is crucial during the times we're meeting with the clients, or are on the road looking for information. It's fast, easy, and it just works.
Ease of use. Fast loading. Information at our fingertips.
This is a tough one. Perhaps the user interface is a little clunky. Trying to make adjustments to projects and tech support cases isn't as easy as we'd like. We find that just leaving notes and making the changes when we've returned to the desktop is a little easier. But means a little more time.
Steven from Lotus Energy, Inc.
Employees number: 2-10 employees
I have used every CRM imaginable from Salesforce to NetSuite and this is by far the most intuitive and easily customizable CRM! I couldn't be happier.
Very easy to customize the workflow chart to make sure that we do each action properly and finish everything on time EVERY time.
No cons! Maybe I wish the price was a bit lower but it's worth every cent.
I say try it out and you'll see why it's so great. The customer service team is excellent. Talk to them and let them know what you want to accomplish with your crm.
Steven from Agilent Technologies
Employees number: 10,000+ employees
At first I was hesitant about installing yet another APP on my iphone. I had heard through the grapevine that this app wasn't great. Boy, was I wrong. This app allows me to QUICKLY and EASILY get contact information on the go. For instance, I can access a lead of mine and call them straight from the app by clicking on the numbers; the API sends the info directly to call the phone number. It is super convenient.
The app is also incredibly useful for staying current on customer correspondence, which is CRUCIAL to my business. I can easily update any notes or discussions in order to keep the whole team in the know when it comes to customer status and updated information.
Communication is key and this app allows me to quickly communicate. What can be better than that? Plus, the buttons are easy and intuitive to click through and understand. This is a great app and I recommend it to anyone using the worketc platform.
It is very intuitive and simple to learn how to use the app. The interface is neat, simple and organized. It does what you need it to do.
The app does what you need it to do, no MORE and no less. It is very simplified.
Corky from Serious Digital Media, LLC
I wanted location independence for my business and this app was the clincher that sold me on using WorkETC for my entire business operations. VERY well done, and I'm in the mobile app manufacturing business myself! The learning curve for the entire system is rough, but worth the pain. The Support from this company is over the top amazing. (But you will need them to get started...)
I first encountered this product when it was barely a brand new company many years ago. At the time I was seeking a comprehensive business management solution for a small tech services business. At that time in history, there was nothing like this on the market at all, and I was enthusiastic about finding it. I tried hard to make it work, but back then, the company was very small and they were literally trying to tackle every possible business need with a very small team. I admit that all those years ago, the product wasn't ready yet for prime time, and I abandoned it for other options.
Now, many years later (like 7 or 8 years?) I am starting a new business and once again on the hunt for the optimal toolset for my administrative, sales, project and accounting requirements. I remembered how comprehensive WorkETC was and came back to give them another look. I am now building my entire business process and workflow from CRM-Sales Lead -Conversion to Quote-Conversion to Sale-Project management-Billing-Support around the way this tool works. They have added mobile apps to the mix since my first experience with them and they look very solid so far.
Overall, this product is the only toolset of it's kind that is this comprehensive in all facets of running a services and products based business. I strongly believe that it can work for almost any kind of requirements for any type of services. I am a fan and promote the tool to my own clients every chance I get. But there are some pros and cons which I will elaborate on in the following sections of this review.
This is the most comprehensive and complete sales/project management/support/billing tool I have found anywhere online. I literally tried over 2 dozen competitors and combos of integrated CRM/PM/Acct/Support tools and cannot find a single competitor that does it all in one single unified system.
The level of support from this company is nothing short of astounding and amazing and I use them a LOT to work through usage and bug issues when they arise but that leads to the cons. Read on.
In trying to use this system, you will need to realize that a tool set of this scope is going to need a lot of set up and configuration to be ready for use in your company. You need to be willing to spend some time on a learning curve, a slightly outdated interface (Im told a new release with a better UI/UX experience is coming very very soon) and you need to be willing to adapt to some of its quirks where it cannot be made to adapt to your needs in some cases. Most of these are not critical enough to deter usage, but it's not always perfect for everything.
I find a lot of interface bugs and problems in using the software. Support is amazing when I report these bugs, and in general they continue to restore my confidence in the product every time I get frustrated with it. But there are bugs. Again, I'm told a huge overhaul update is imminent but it's clear that this platform has been evolving over the past half dozen years and that growth, as is typical for legacy systems has caused some inherent glitches. I strongly believe the company is trying as hard as they can to resolve every issue that the users report, and I will continue to try and use it for my company, because once again, there is nothing else at all on the market that compares in scope and completeness for my business needs.
Colin from ECi Software Solutions
Employees number: 11-50 employees
WORK[etc] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses. The detail tracked by WORK[etc] in terms of support is outstanding, with a DETAILED audit trail being the one key missing feature. Project management is solid, although the GANTT chart could use a few more features, in my opinion. That said, it works very well. Sub-projects are a great feature under project management as well. Time sheets are easy to use. Wish recurring invoices could automatically become billable, but not the end of the world. The package is great for getting everyone on one system. Not necessarily best of breed across the board, but gets everyone in the company on the same page.
-Solid project management.
-Great support system.
-Awesome support staff who is always there to help. They will truly get to know your business.
-Missing small features here or there that aren't make or break.
-Has no resource allocation, which is huge for project managers.
William from TechHelp Idaho - Solutions for Manufacturers
Employees number: 11-50 employees
As Idaho's Manufacturing Extension Partnership, TechHelp has team members and consultants work our of each of our three state universities. For years we struggled to work, communicate and manage our business across the different systems used by each university. With the advent of cloud based CRM systems, we began experimenting with all of the top tools but found them lacking. Most were too "salesy" and focused on the front end sales cycle. They lacked integrated modules for project and account management. It turned out that we were looking for more than a CRM. We really wanted an integrated Business Management System that could track and manage a client engagement from first meeting, through the sales cycle, project management, expense tracking, invoicing, reporting and more. We also wanted a system that would play nice with the Google for Work system we had adopted. We found all of this and more in WORKetc.
WORKetc is more than a CRM; it is an integrated Business Management System that can be used to manage a business end to end.
WORKetc has THE BEST customer support system & team that I have seem in the software/cloud industry. I can get a real WORKetc person on the line for a web based conference on any issue almost instantaneously.
WORKetc has a nearly infinite capacity for customization.
We have used WORKetc "Web Forms" to greatly enhance our consulting work. A client can complete a Web Form that automatically creates a contact and a lead. The form is automatically routed to the correct consulting team that has all info at their fingertips to follow up with the client.
Some users are at first intimidated by the user interface. There are so many features and ways of doing things that they can be overwhelmed.
We use WorkEtc in a CPA firm for tracking customers, projects, support requests, and discussion among staff. The combination of a singular customer database among functional areas is a big productivity boost for our firm. We have yet to use some of the marketing and sales features but what we have been able to use is great.
Customer portal is useful for getting customer information
Customizable forms are great for capturing data from the portal and on our company sites.
Customer Support functionality is excellent for getting the customer needs cataloged to be address and measured.
Portal needs more development.
Has so many features it can be overwhelming
Mike from Permit Place
WorkETC is great for a CRM tool. It's' easy to use and has some great features that the team just knows how to work with. They have a great onboarding program. There is a long line to get support though after the initial onboarding process. It's frustrating to commit to getting trained and have to wait a month to get on to the training process. you forget what your original questions were.
Kevin from InterWorks
We used this to manage the entire business workflow from end to end. Through lead management, opps, bookings and billings.
The latest interface version makes the application easy to use and find information rapidly, integration with other apps is excellent.
Another great feature is the ability to backup and export all of your organisations data, we used this to provide deeper analytics using the Tableau software platform.
Cyntia from i2m
I like this software because it is very easy to use and you can do many things with. It's like many software integrated in one.
My favorite feature is project management. It's kind of like using MS project but in more simple. I think this software is good value for money and awesome for small start ups that don't have a big budget to spend in software.
Moreover, there are many videos to train you and to help you understanding every feature of work[etc].