WORKetc Reviews

“Working Etcetera with WorkETC.com

Pros

I haven't come across any other online tool that offers such a comprehensive and complete solution for sales, project management, support and billing. I have tried more than 20 competitors and combinations of integrated CRM, project management, accounting and support tools, but none of them offer features as this software does. They provide everything at one unified platform. The level of support they offer is truly astounding and amazing, and I frequently rely on them to help me with any usage or bug issues that arise. However, there are a few drawbacks which I will explain further.

Cons

When you plan to use this system, it is important to acknowledge that a toolset of this magnitude requires extensive setup and configuration to make it suitable for your company. You must be prepared to invest time in a learning everything, navigate through a somewhat outdated interface (although I've been informed that an improved UI/UX experience will be released very soon) and be adaptable to certain quirks that may arise when it can't fully meet your specific needs. While most of these issues aren't major enough that makes you not to use this software but it is not flawless in every aspect. Personally, I encounter several interface bugs and software usage problems. However, the support provided is exceptional whenever I report these bugs, and their efforts consistently restore my confidence in the product. Nonetheless, the bugs do exist. Once again, I have been informed that a substantial update is forthcoming, but it's evident that this platform has been evolving over the past several years, resulting in some inherent glitches as is common with legacy systems. I firmly believe that the company is exerting maximum effort to resolve every reported issue, and I will persist in utilizing it for my company. After all, there is simply no other solution on the market that matches its breadth and comprehensiveness for my business requirements.

“WORK[etc] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses.

Pros

The project management capabilities are solid, and the support system is excellent. The support staff is awesome and always ready to assist. They take the time to understand my business inside out.

Cons

There are a few minor features missing that aren't deal-breakers. Not having resource allocation, which is important for project managers, is a major drawback.

“WORKetc, More Than a CRM

Pros

WORKetc is more than just a CRM. It is a comprehensive Business Management System that can handle end-to-end business management. The customer support system and team provided by WORKetc are unmatched in the software/cloud industry. I can easily reach a real person from WORKetc to have a web-based conference on any issue almost instantly. WORKetc offers nearly infinite customization options. We have utilized WORKetc "Web Forms" to greatly enhance our consulting work. Clients can complete a Web Form that automatically creates a contact and a lead. The form is then directed to the appropriate consulting team, equipped with all the information they need to follow up with the client.

Cons

Initially, some users may feel intimidated by the user interface. The sheer number of features and various ways of accomplishing tasks can be overwhelming.

“WorkEtc

Pros

The customer portal is highly useful for obtaining customer information and the customizable forms are great for capturing data from the portal and our company websites. The customer support functionality is excellent for cataloging customer needs which ensures they are addressed and measured.

Cons

The portal requires further development. With its extensive range of features, it can be overwhelming.

“Worketc

Pros

This software includes various features in a single package, such as a calendar, sales, contacts and finance.

Cons

It can be a bit challenging to learn initially.

“WORKetc helps create an efficient and effective work day, anywhere

Pros

Since WORKetc can be accessed anywhere with an internet connection, whether through a phone or computer, my business can travel with me. I have instant access to contacts, projects, invoices, time sheets and my calendar, no matter where I am. Everything I need is just a few clicks away which allows me to efficiently run my business. WORKetc has a user-friendly interface that is easy to learn. They understand that companies rely on them to manage their business, and the system runs smoothly. In the rare event of an issue, their response time is quick. They prioritize resolving the issue and provide updates and details on measures taken to prevent future occurrences.

Cons

While I am extremely satisfied with how WORKetc allows me to manage my business operations, there are a few adjustments I would like to see concerning quotes. Currently, when I create a quote with a specific amount of time, it automatically appears on my next timesheet. However, I consider a quote as something I provide to clients or potential clients before they hire or approve our work. Therefore, I prefer it to only be visible on the quote itself. Once they hire us, I still don't want it to appear anywhere until we have completed the work or decided to bill it. Typically, we don't convert quotes to invoices but bill based on the project and compare it to the original quote when creating the invoice. Additionally, it would be really helpful to attach a quote to a project, especially when we provide additional work on a specific project that requires multiple quotes. Currently, it becomes cumbersome when multiple projects for one client have multiple quotes.

“It just makes day-to-day things easier!

Pros

The search feature offered by WORKetc is very useful and powerful. It allows me to quickly find what I am looking for across all departments within the CRM. I also like the integration with third-party apps like Outlook and Evernote, which allows me to track everything through WORKetc without additional effort. The customized web forms and campaign features make it easy to capture information in bulk and communicate with clients without the hassle of regular email.

Cons

A significant feature we would love to have in WORKetc is a client proofing system. As a graphic-based company, we frequently send multiple graphic assets to clients. It becomes tedious to upload attachments to an email in WORKetc, as it only allows one upload at a time. Having a feature that allow us to mass upload assets into a 'ticket' or even the customer portal, where clients can provide live feedback, would be a valuable addition to WORKetc and make it a leading CRM solution for proof-based companies.

“You will not find a more supportive platform.

Pros

The support provided by WORKetc is unmatched. The data fields are seamlessly linked and the system adapts to my workflow, rather than forcing me to conform to its requirements. The range of options for custom fields is also quite amazing.

Cons

The user interface could use a little "feng shui," but I know that it's on the roadmap. Honestly, I haven't come across any significant drawbacks yet, but I am actively looking!

“A myriad of CRM opportunities

Pros

The latest user interface looks great and is definitely more intuitive. The availability of a mobile app is a big plus. The WORKetc Insiders program provides valuable insights into the capabilities of WORKetc. Overall, WORKetc is a comprehensive tool that any serious business should consider.

Cons

It can be quite complex, and it would be beneficial to have a more detailed and easily accessible manual or a simple link like "Get help for this page." When I initially started using WORKetc, I was overwhelmed and thought there was too much to absorb. However, over time I started to get the hang of it.

“WorkETC

Pros

The support provided is excellent, and the system is intuitive to use. It offers great control over information and provides effective marketing tools. Overall, it provides clear access to leads and customers.

Cons

I would prefer more flexibility for customization, and it would be highly beneficial to have integration with a digital signing service.

“Great Saas to connect virtual offices and teams: more than a CRM

Pros

WorkEtc is an ideal solution for virtual teams and offices to keep their data connected. It works very well for employees in different time zones and countries. We have been able to automate some business processes, including support cases, projects, tasks and invoicing.

Cons

We have been disappointed with the complex and time-consuming process of tracking project time and generating invoices. We use another solution to track project time (which lacks invoicing capabilities) and manually enter the time into the invoice. For some reason, the workflow in WorkEtc is not as efficient as the other solution we use. However, their customer support team is highly efficient. Nonetheless, it feels like the product development is slow and often behind schedule. (Sign up because you appreciate the existing features, not just the features they are promising.)

“WORKetc Handles CRM and More

Pros

WORKetc goes beyond being just a CRM for us. It covers every step of our client journey, from the initial meeting to the sales cycle, proposal, contract, project, invoicing and reporting. I also like how it seamlessly integrates with Google For Work. The vendor is easily accessible and cooperative to work with.

Cons

With the abundance of features and numerous ways to accomplish tasks, it takes time to familiarize oneself with the system and establish efficient processes and best practices.

“WORKetc - Breaking down the communication barriers

Pros

The best thing about WORKetc is that it serves as a centralized hub for our entire company. It is the go to place for finding information about clients and companies. If anyone has questions, they can find answers here or communicate with the team through WORKetc which ensures that all the information is captured in one place. Even when someone is on the road, they can check the status of leads or projects using WORKetc. We no longer need to search through multiple sources or send numerous emails to get our answers; everything is conveniently located in one place.

Cons

I am aware that their upcoming mobile app and it will be fantastic and greatly assist our team members who travel. However, it is currently experiencing some bugs. A few of us participated in the beta testing, and when it was finally released to the public, we were thrilled to share it with our team. During our team training, we encountered a bug in the app around the second step of our walk-through. Despite this, I have high hopes for the app's future. The aspect I am least satisfied with currently, in April 2015, will likely become one of the things I love second most about WORKetc in the future.

“WorkETC works!

Pros

It easily organizes all the information very quickly and provide easy access. Additionally, the secure client portal ensures the safety of our clients data.

Cons

Not all of the settings are as easily adjustable to meet our needs as I would prefer.

“Worketc continues to change our business

Pros

The architecture of WORKetc is quite flexible, offering a wide range of capabilities at a reasonable cost.

Cons

It would be beneficial to have decision-making capabilities in the forms. Additionally, greater intelligence in the form creation process, which currently relies heavily on our team, would be advantageous.

“Flexible, easy to learn and awesome user guides

Pros

The user guides provided by WORKetc are awesome and easy to understand. The videos are fantastic which gives a feel like attending a class with a trainer. The interface is fast and intuitive, and everything is seamlessly interconnected. We appreciate the ability to have a ticket queue and track the progress of each ticket. The system's flexibility allows us to customize it according to our needs.

Cons

Interestingly, one of the pros could also be considered a con. The system is incredibly flexible, which sometimes makes it challenging to decide which tags to create and how to best utilize certain features like discussions versus notes. I don't see this as a significant drawback, but it does require some time to determine the most effective way to leverage the system for the company's benefit. The mobile apps are still in an early stage, where improvements can be made. The recently released iPhone app is user-friendly, while the Android app lags behind. However, I am confident that both will soon be excellent.

“Work[etc] uphill baby steps

Pros

The back-end of WORKetc is great a sit provides a solid and agile solution. While the front-end design may be overwhelming at times, it still functions nicely.

Cons

The updates occur at such a rapid pace that I feel overwhelmed with intensity. This app helps me work better, but I sometimes wish there was an "i-need-a-break" function.

“WORK[etc] does everything, etc.

Pros

Everything is very nicely centralized in one site. The project management aspect is simple to handle and timesheets can be easily added or modified. Contact management is exceptionally simple to understand and here a lot of customization options are available.

Cons

The current Android app is below expectations. Fortunately, the new version is currently in beta, and I hope it will make the app more worthwhile. Occasionally, there are visual glitches (such as popups not remembering their size after resizing).

“So Thorough

Pros

It offers thorough support ticket management and efficient invoicing capabilities.

Cons

It is slightly expensive, but the return on investment makes it worthwhile for our company.

“What WorkEtc?

Pros

It is very fast, clean, adaptable and powerful. The system is simple yet advanced, with careful consideration given to every aspect. What sets this company apart is that they genuinely value customer ideas. They time to time focus on the wish lists of clients and make improvements. It is something that shows their dedication to keeping customers satisfied.

Cons

The apps for iPhone and Android are great, but there is always room for improvement. Interestingly, as soon as you think "they could be better," you discover that they are launching a complete overhaul with every imaginable improvement. So, we have to wait for a month, but I can handle it. The user interface is not unattractive; it is easy to navigate and use. However, it could benefit from some refinements and a fresh look. Apparently, V5 is about to be released, and it promises to have an exceptionally clean and simple appearance. I can patiently wait for that.