WORKetc

Not my favorite CRM

Pros

I found this software quite easy to understand like how to input data. It was also highly customizable, which was essential for our needs.

Cons

The email integration was not in a way I expected. As it is the main reason I switched to this software. It should improve.

Just alright

Pros

It fulfills the primary functions of any CRM as it keeps track of contacts, companies and sales.

Cons

During the time I use this, it had poor email service integration and numerous bugs. Moreover, customization was not good.

Fully integrated CRM package for all facets of our business from Leads through to Service delivery

Pros

We can track leads all the way through to sales and even automate support ticketing when emails are sent to our Service inbox. We have created work groups for different teams in our organization and use the built-in discussion feature in WORKetc to keep everyone informed about what is happening. The timesheets, which can be allocated to various activities, have been a game-changer for us. We can now accurately report billable hours and effectively cost our maintenance packages.

Cons

Initially, there was a slight delay in data entry due to the servers being located overseas. However, after the implementation of country specific servers, we haven't encountered any issues at all!

WorkETC saved us time!

Pros

Our team has become more efficient because we can quickly input and provide feedback within the CRM. We no longer waste time repeatedly entering data when we have a spare moment. Instead, we can add them on the go, especially with the mobile app. It has also helped us track our sales progress, from initial sales to pitches and quotes.

Cons

While I like the existence of a mobile app, it falls short of meeting all my requirements. Although we can track and input data on the go, the app lacks certain features available on the website. I understand the inherent differences, but having more feature availability on the app would be beneficial.

A good cloud base CRM for project management

Pros

It is easy to use and update records within a specific project. I can also access the CRM using my smartphone. Having all my leads in one place and being able to track them is also quite beneficial.

Cons

There should be an opportunity to implement an automation process. For instance, if I want an automatic email to be sent once a specific milestone is achieved, it would be beneficial for the system to handle it based on a pre-established process.

Easy, simple, and straightforward.

Pros

I like the ability to customize how I use the system. I can experiment with different approaches and find the most efficient one for our company.

Cons

There might be too many options available, particularly in document filing, which can make it challenging to locate specific files.

Used daily by the whole team, making us more accountable and accurate.

Pros

It is highly customizable and multifunctional. It now takes fewer people and less time to complete tasks than before using Work[ETC] and the results are better. Work[ETC] replaced several separate "information silos" with one comprehensive system which provides improved documentation and accuracy.

Cons

To fully maximize the value of Work[ETC], it requires genuine effort and a dedicated professional owner or manager. That's alright because the return on time invested is at least 20 times, sometimes even 40 or 50 times, in the long run to yield better results.

Excellent. The team at WORK etc have gone above and beyond to get this up and running for us.

Pros

The customization options are excellent and tailored to our business needs. The team was able to deliver everything we requested.

Cons

We regret not upgrading earlier. As otherwise our staff members would like the option to personalize colors for each user.

WORK[etc] connected our disconnected teams

Pros

The project management feature of WORKetc has been invaluable for our work in the healthcare industry. We manage outpatient programs in hospitals, and with WORKetc, we can organize new contracts and create historical data while focusing on long term value and support. The discussions feature within WORKetc is also helpful. Instead of using separate tools, we can now discuss specific client issues seamlessly within the system, as it's connected to the respective account. The integration with Google Drive is also smooth which eliminates the need for duplicate document storage. Additionally, the API functionality allows us to post data from WORKetc to another proprietary platform within our organization. It keeps our customers updated on implementation status and support ticket progress.

Cons

The integration with Gmail is not extraordinary. While it functions, you need to have precise knowledge of what you are looking for within WORKetc to connect the email with the right customer. The system can become costly if you have corporate-based users who don't frequently interact with clients which makes it unnecessary for them to maintain an account. For example, our media team creates customized videos irregularly for clients, so having them in WORKetc all the time doesn't make sense. It would be beneficial to have tiered user levels to accommodate irregular users.

Amazing all in one tool for small teams

Pros

This software has revolutionized how we organize our small business. We love the CRM, ticketing, time tracking and invoicing features. They are all very much important to our business flow.

Cons

The only aspect I didn't rate five stars is the "ease of use." However, it's not really worketc's fault but the abundance of features makes it a complex system to master. The tutorials and help provided are excellent, and customer service is top-notch. There is just a lot to learn. The positive aspect is that it's easy to get started. It takes a minute to learn but a lifetime to master.