WORK[etc]

(48)
4.6 out of 5 stars

WORK[etc] allow you to manage your entire business with just one cloud app. Integrated CRM, Projects, Billing, Help Desk & more. Centralize employee and customer communication. Work from anywhere. Bring remote teams together.

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Showing 51 WORK[etc] reviews
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WORK[etc] review by <span>Sam G.</span>
Sam G.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great project management CRM that works for my small business

What do you like best?

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.

What do you dislike?

No email automation based on triggers. Having follow up emails go out automatically based on milestones. That would be a great to have. Especially on projects. After a new project is started, it would be nice to have an automate email go out to the customer asking them for an update.

Recommendations to others considering the product

For those that are looking for a great project management CRM that has other great features including, prospecting management, reports, billing and all around solid CRM this is a great software.

What business problems are you solving with the product? What benefits have you realized?

Efficiency, big time. Being able to keep all relevant notes and task in one place. Inbound contact info, prospecting and project management. The reports are pretty good too.

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WORK[etc] review by <span>Dave T.</span>
Dave T.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Fully customizable CRM with features by the dozen

What do you like best?

We love the Project Template allowing our Implementation staff to create a new project with all associated subprojects and To Do's already setup with timeframes and reminders pre-programmed. This means nothing is ever missed through the project phase anymore as our staff have to complete each stage before the next is opened up for them to complete.

What do you dislike?

I would like the ability to review/audit what has been completed on a particular job and by what user (job Auditing) Would also like other Invoicing integrations but they do have full integrations with some Accounting software like quickbooks already.

Recommendations to others considering the product

Very customizable and fully encompassing software that will grow with your business and in-fact grow your business. Project templates, Workgroup Discussions, Timesheets, Deadlines, email integration, the list of features goes on and on and every one of them will help with productivity within your business.

What business problems are you solving with the product? What benefits have you realized?

Staff Accountability - Timesheets that can be accessed via any part of the CRM allows us to track how much time our staff are taking on every single activity. This also allows us to set targets for things such as billable hours. Since bringing Timesheets into action, our bullable hours have risen over 20% across the board.

What CRM All-in-One solution do you use?

Thanks for letting us know!
WORK[etc] review by <span>Keith K.</span>
Keith K.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Fast, Efficient, Effective and Comprehensive

What do you like best?

Reducing the number of "silos of information" is the #1 benefit of WorkEtc, and the reason we adopted it. Get rid of separate CRM, support ticket management, project management, database entries, notes, spreadsheets, untracked email, work timers, and more....because ALL are part of WorkEtc. Customization tools are the #2 benefit. Create 'Custom Tags and from them, 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.

The third top benefit is easy integration with Google Apps, especially email and calendar apps. I understand the program does the same for Microsoft email and calendars.

What do you dislike?

Weird complaint: As much as we rely on WorkETC, I believe we're only harnessing 2 or 3% of what the program is capable of doing. That's our fault - not theirs. Set aside time to concentrate on the basics when you set it up.

Recommendations to others considering the product

Set aside at least fifty hours to learn the system as an owner or deeply invested manager. That's before implementation. For implementation, I devoted several long weekends (2 or 3 days x 12 hours/day) to set up templates for projects, basic Knowledge Base articles, integration with Google Mail and Google Calendar and more. Project To-Dos are explicit and comprehensive. The time was/is well worth it. That time was paid back five- or ten-fold in the first year, and at least 50-fold per year since, besides greater accountability and accuracy.

What business problems are you solving with the product? What benefits have you realized?

Done once, done right. WorkETC helps you set a strong standard for your work, and provides templates for getting it done right the first time, without reinventing the wheel. Our typical project has 72 steps+, all covered by our project template and reinforced by the WorkETC knowledge base.

WORK[etc] review by <span>Nicole W.</span>
Nicole W.
Validated Reviewer
Organic
Reviewed On

An all-in-one for a reasonable price

What do you like best?

We've finally found a business management tool that works for us! We are a 2-person shop that needed both project management, and support desk tools. This is the only tool we found after 24 months that worked for us - and was priced appropriately! The staff is responsive and was very helpful when we were first setting up our instance. We know that they'll be there if we ever need assistance in the future!

What do you dislike?

There are a few things about the current system that aren't quite "there", such as the integration with Xero accounting software. But, we hear that there is a new, completely revamped version on the way that will be a big improvement.

Recommendations to others considering the product

Give it a test drive and understand all the possibilities to integrations! Take the time to meet with some of the Work[etc] staff to get your questions and specific situation discussed in detail. They'll provide you with great recommendations on how to use the tool to its fullest.

What business problems are you solving with the product? What benefits have you realized?

We use Work[etc] for project management, deal management, incident management and customer management.

WORK[etc] review by <span>Randy B.</span>
Randy B.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Excellent all in one CRM and more

What do you like best?

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!

What do you dislike?

I wish there was an automatic way for tickets to enforce and remind techs and supervisors of compliance with Service Level Agreements, or even just auto reminders of tickets that are outstanding.

Recommendations to others considering the product

take advantage if their awesome customer service to get you all set up.

What business problems are you solving with the product? What benefits have you realized?

Just keeping all of the info together (see above) lets us provide better customer service AND save time and money. 2 techs can do the work of 3, easy.

WORK[etc] review by Administrator in Hospital & Health Care
Administrator in Hospital & Health Care
Validated Reviewer
Verified Current User
Organic
Reviewed On

WorkETC

What do you like best?

The ability to track and keep on task with all the events that we have for our clients. I am able to constantly keep track from sales pitches, to quotes, to sending over contacts. You can do all of this from within the site or your gmail track which my company uses in our day to day.

What do you dislike?

Although I do like the worketc app, it does not have the same functionality. I would like to be able to do more like the website. I am able to track as I am out in the field but we are limited.

What business problems are you solving with the product? What benefits have you realized?

We had issues with not retaining the correct information in an efficient way. Often times we had data all over the place in different areas so it was hard to ensure everything we needed was in one place. This was able to solve that issue for us and keep us accountable with timelines and data entry.

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Kate from G2 Crowd

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