WORKetc Reviews

Working Etcetera with WorkETC.com

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.

WORK[etc] connected our disconnected teams

Expected More, Received Less!

The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue.

From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW!
Little did I know that this does not filter down to support!

The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though!

Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming.

Support! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business?

2 starts for the product- would have been higher if I could actually have gotten to use it.

0 starts for support

5 stars for sales and marketing.

Does this seem a little off balance to anyone? Not recommended!

It just makes day-to-day things easier!

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.

You will not find a more supportive platform.

I'll apologize for the lengthy review in advance, but hear me out. My company is small...7 employees, but growing. We rely on technology to help us serve our clients better while managing a very complex set of compliance requirements (on a daily basis) to meet regulatory demands.

We needed a system that wouldn't force us to change our work flows to conform to theirs. We've found that with WORKetc.

On the CRM and Project modules, we use them extensively for lead management, regulatory filings and then annual management of our accounts. I just can't explain the ease and natural progression of the Projects/Sub-projects/Tasks that support each of our processes...you just have to experience it. Recently, I thought I had...I'll call her "Susan" (Queen of WORKetc New Client Onboarding) on the "auto-progressing" when it came to moving on to the next sub-project after completing the previous one. Not going to happen, I'm thinking. Know what she said? "Yes, it will do that, but I think you might want to think about a different method that will be better for your process". She then launched into a series of questions about our business and how we worked as a team. What?

Truthfully, customer service is what I want to finish with. As you can gather, I'm a huge supporter of this platform. I'm not paid to do this, not an employee, just a small business person trying to improve on what we do. To help with that, I really needed a system that was backed with superb customer service so they could help us identify the best way to use the system. Know of any platforms that provide that? Incredibly rare, but I found one. I've NEVER experienced the level of support that I've found here, and I've tried multiple platforms.

WORKetc offers something called, "Quick Start". Let me save you some time...do it. The cost is offset against the subscription, so it's a no-brainer!

Save yourself a tremendous amount of headache...experience their service firsthand. I promise you won't regret it. If you'd like, reach out to me directly with questions or comments and I'll respond as soon as I can and share our best practices. Maybe it will help you, maybe it won't, but I'm a believer in WORKetc and want to encourage other creative users to join in and make it even stronger.

WORKetc, More Than a CRM

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.

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

Smooth workflow requiring fewer people. Greater accountability and greater accuracy. High standards are much more achievable. Knowledge Base (KB) allows for sharing the "why" of our standard operating procedures, not just the how. Project Templates are custom for us, and allow us to consistently do the job right, while not having to 're-invent the wheel.'

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

Staff Accountability and customisation to suit the processes of our company

WORK[etc] does everything, etc.

I like having everything we need in one system. We have to-dos, we have time sheets, we have project details, we have knowledge bases (for storing our company-.wide information, important details, etc), and we have a CRM to store contact details, lead information and support emails.
We use WORK[etc] for these main benefits:
1) We store all our timesheets in an easy to view place
2) We store client contact information in an searchable way
3) We use the support/email system as a way of keeping track of client responses to us

For example, in our software development company, we (obviously) develop software that has been released to various clients. But we're not perfect, so sometimes there's a bug, or a user expects functionality B instead of A. They write to our support email address, which is linked to WORK[etc] and a support case is automatically generated and forwarded to the appropriate team members. That record keeps track of response emails from our staff as well as the client, helping us to monitor the time it takes us to solve a problem (useful for SLA analytics).

Keeping our timesheets in WORK[etc] has also been a real boost for our efficiency. First off, everything is online, so there's no digging around for paperwork. Secondly, they can be sorted by project, so if I want to see how much time I spent on Client A's latest update, I can go to the project page and view the associated timesheets or print a summary report. And, importantly, the timesheets can have comments on them, so I can go more specific (not just 'redesigning GUI' but 'redesigning layout on form 2').

WorkETC saved us time!

Great Business Management Solution

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.

Flexible, easy to learn and awesome user guides

I am the office manager of an IT company. During the past year our company started growing and with that the need to have a way of keeping track of everything that happens within the business from a customer database, support tickets, invoices, time spent at each job. We looked for months at many other solutions, some that were a nice but out of our price range and some that were lower priced, but didn't really solve any problems we currently had. We wanted a place that could do it all and could integrate well with Gmail and google environment. We also wanted the ability to access the system via mobile devices (cell phones). We found our answer in worketc.

CRM? or life saver?

As a business development and technology company, we were looking for something awesome that would help us track expenses specifically to a job, manage projects no matter the size, and help us stay organized, while billing appropriately, too. Work[etc] did all of that, and more, for us. It’s a very comprehensive and in-depth CRM and business saving software that tracks your subscriptions, gives financial overviews, and tracks a myriad of other data.

We own several restaurants and do the bookkeeping for several more on top of the business development and technology side of our company, so the accounting features in Work[etc] aren’t quite for what we do, even on the technology stuff. But, Work[etc] was never really meant to be an accounting software, either! It integrates pretty well with Quickbooks Online, however, and what doesn’t integrate, takes me mere minutes to enter and track. The relationship between the two has definitely revolutionized the way we track our financial data, and has significantly cut down on the time we spend working.

One of the best features of Work[etc], in my opinion, is it’s ability to send emails, track attachments and time sheets, and remind you of tasks that need to be done! It has, quite literally, saved us a ton of money when we thought we had lost client release forms or information. This feature, in itself, is worth the cost. Work[etc] is both a CRM and a lifesaver.

Finally - A CRM that works for us!

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.

Easy, simple, and straightforward.

Best CRM and all in one solution

We use Work Etc for our CRM, project management, time tracking, billing and customer login - when I have a problem, they respond right away and believe it or not - they actually correct the problem!

I'm serious here, we had an issue with using paypal to process payments - it was very important to our business that it be corrected imediately - their cusomter support got right on it and within a day they had adjusted the coding and correct the issue. If you're tired of sitting on the phone with companies like intuit who have no interest in making your pain go away - make the switch to Work Etc. you will not regret it. Also Xero integration works great!

One unique app to organice my business flow

The best part of Worketc is that, in one app the whole business process of our engineering company can be integrated. Pre-sales (newsletters) and web forms, sales, service production, billing and after sales service. We've been using WorkEtc for 5 years now, I've been looking during this period other tools, just to make sure it was the right selection, but I couldn't find any other tool that does what Work etc does at such a price. And even more interesting, everything is already integrated, we don't have third parties to adapt the tool to our needs, Work Etc is already adapted to most business processes. Instead, if we ever needed some help to better understand how to integrate our busines flow in Work Etc we just set up a 15 or 30 minutes meeting with support people and they answer our questions with out any extra billing.

Worketc Cloud Management

"working in the financial sector, contact details and social media content is not always readily available. Trying to locate a direct contact or even more important an indirect contact who is a decision maker is key to our up front marketing. Once we have the introduction and develop the relationship, staying in contact is vital given the movement from institution to institution that can take place. For us, the ability to find a contact or stay in contact no matter where they are working at a point in time is key and vital to our long term growth and success. In addition, having access to enhanced CRM tools is something that might make us stand out from our competition."

Good option if integrating various apps is your main pain point

This is a very comprehensive suite of must have services that include CRM, collaboration and billing. Each individual service offer a comprehensive set of features.
It compares well to other integrated solutions such as Zoho or Salesforce.com and offers more than single function products that only do invoicing, time tracking or CRM.

The best and only management tool to use!

WorkETC is a great tool! It helps with project management, and the things you can do to manage your projects are excellent. It's helped with keeping up with leads, invoicing and account management. The team is great, and are always improving. I've been with them since they pretty much started and the support has been just wonderful.

All in one CRM

I've been using Work ETC for years, and it has a lot of functionality all in one, since begining of the sale to the customer service. When I learn to use a new feature of Work ETC my productivity increses.

Best CRM System out there

Work[etc] has been the best change our company has ever made! We love the efficiency of the system, the ease of use, and the ability to manage all our client data in one place making us more effective and helping us maximize our profit!

So Thorough

We really love WorkEtc. We are relatively new to it. We did a TON of research before committing. We have grown to a staff of 9 and wanted to get with a program that would allow us to grow to 100. WorkEtc can easily handle that. It's also worth the expense. Every month we stop things from falling through the cracks that otherwise would have.

Useful

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.

Undeniably the best

I have seen many different CRM tools. They all have fancy features that are supposed to help manage your day to day operations, but the fact is, there are no applications that have the complete package like WORK[etc].