WORKetc Reviews

Verified User in Human ResourcesSmall-Business(50 or fewer emp.)

5.0

Makes preparing eblasts simple. I also save important info about leads and potential leads in the notes. Sometimes we hear from someone who has communicated with us in the past. My client is always so happy (and I think surprised) when I can remind her about details I have saved from the past. WorkEtc has a robust search engine so it's easy to find content you know is in there. Review collected by and hosted on G2.com.

Randy B.Owner

5.0

I have three favorite areas of Worketc. First, it is an excellent CRM database which lets us keep track of our customer info. We can drill down to a customer record and see all of their tickets, invoices, etc in one place. Second we love worketc for the support tickets. Attached to customer records we keep track of all support requests with these. Thirdly, we love worketc for the billing. We can keep track of time our techs spend right inside of worketc, attached to the ticket. When its time to bill, its jsut click a couple of buttons and boom... customer billed! Review collected by and hosted on G2.com.

Sam G.President of HOCOA San Diego

5.0

I like having the ability to track my income, project task and leads all in one place. When using projects I am able to keep all the information in once place and access it from any computer that is connected to the internet. Review collected by and hosted on G2.com.

Will C.IT Projects Officer

1.0

That is only one example of a myriad of questionable design decisions that have made the product have steep learning curve and a pain for us to use. Review collected by and hosted on G2.com.

Verified User in Hospital & Health CareSmall-Business(50 or fewer emp.)

3.0

Oh man, it is not an intuitive product at all. Review collected by and hosted on G2.com.

Oscar C.CTO

3.5

Lack of reports exports and limited report filters and a not so great client portal. Review collected by and hosted on G2.com.

Christina L.Hospital & Health Care

5.0

Our team has been able to improve on efficiently because we are able to retain and provide quick feedback into the CRM. We no longer are wasting time in repetitively inputting data when we have a spare moment instead we can quickly add them as we go especially with the mobile app. I think it has allowed us to track our sales as well because we can easily do all the follow up from sales, to the pitch, to the quote.

Dave T.

5.0

From being able to track leads into sales, through to automated Support ticketing when emails are sent to our Service inbox. We have created work groups comprising of the different teams in our organisation and then use the discussion feature built into WORKetc to be able to keep the whole team abreast of what is happening in their neck of the woods. The Timesheets that can be allocated to pretty much any activity have also been a game changer for us as we can now accurately report on billable hours to make sure that we are costing our maintenance packages out effectively.

Regan B.

5.0

Great customization to work around our business and how we need it. Th team were able to deliver everything we requested.

Christina F.Verified LinkedIn User

4.0

Overall: We've been on WORK[etc]'s platform for over 2 years now and it's hard to imagine how were keep communications with our clients and employees organized before with just emails and hand written notes! WORK[etc]'s value lies in the cross-integration of all assets, including Contacts/Companies, Support Cases, Tags, Notes, Timekeeping and Discussions. What is great about WORK[etc], is that even if you don't use all of their features, the entire system is very a la carte where you can pick and choose what you need to use, but it all works fluidly together as one. For example, we haven't used the Financing area to bill clients as it's done through our parent company, but we do use the Expense tracker for reimbursements, which is nice to have a digital record of.

Jaymes B.Verified LinkedIn UserLead Application Support Specialist

5.0

Overall: 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.

Dr Ross H.Verified LinkedIn UserManaging Director

4.0

Overall: We've been using WorkEtc now for 2 years. Before WorkEtc we ran Daylite as our central CRM but when I (the boss) needed to spend considerable time out of the office we needed a solution that was quick and efficient via the internet. We looked at a number of different solutions but chose WorkEtc as it was more than just a CRM. One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease.

Rebecca W.Verified LinkedIn User

5.0

Overall: 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.

Gavriella W.Verified LinkedIn UserHead Of Operations

3.0

"Not my favorite CRM"

Keith K.Verified LinkedIn UserFounder, CEO

5.0

"Fewer"