WORKetc Reviews

Poor email integration

Pros

It was fairly simple to figure out how to enter data. It was also really customizable which was necessary for us.

Cons

It didn't integrate well with our email system which was a major downside. For something so crucial it was a big letdown.

Basic CRM tool

Pros

It served the main purposes of any CRM for me keeping track of contacts and companies, and managing sales. It helped me stay organized ensuring that all the important information was easily accessible which improved my workflow and sales process.

Cons

When I was using it, it didn't work well with our email service and had a lot of bugs. Customization was also a real challenge.

Efficient tracking

Pros

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 and to the quote.

Cons

I like that they have a mobile app but it doesn't do everything I need. Sure I can track and input data right from the app but it doesn't offer all the features you get on the website. I get that they're different but having more features on the app would be really helpful.

Comprehensive CRM

Pros

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 updated on what is happening in their respective areas. 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.

Cons

The servers were initially based overseas so we experienced some lag with data entry. But ever since they switched to country specific servers, we haven't had any issues at all.

Excellent service

Pros

I find that its customization is great to work around our business and how we need it. The team was able to deliver everything we requested.

Cons

I wish we'd upgraded earlier. The staff would love to be able to customize the colors for each user which would make things more personalized.

Replaced multiple systems

Pros

I have figured out that customizable can be multi-functional. Takes far fewer people to do a job than it did before, in less time with better results. It replaced about nine different types of information with one great system, offering much better documentation of our work as well as accuracy.

Cons

To get the full value of Work, it takes serious time and effort from a dedicated professional or manager. But it's worth it because the return on time invested is at least 20 times sometimes even 40 or 50 times better in the long run, with significantly improved results.

Simple and easy to use

Pros

I liked the options available to personalize how you use the system. You can try different ways and see which works most efficient for your company.

Cons

There may be too many options and ways to file documents. It can get confusing trying to find where something is located especially when there are so many different filing methods available.

Useful for project management

Pros

Ease of use and ability to update records within a given project. Also the fact that I can access the CRM through my smart phone. It's also beneficial to have my leads in one place and too track them as well.

Cons

It would be great if there was an option to add an automation process. For example, if a milestone is reached I'd love for the system to automatically send an email based on a process I set up in advance. That would save a lot of time and effort.

Ideal for managing billing

Pros

It can be effectively used for operations such as billing, project management, helpdesk and support

Cons

I don't have any complaints to mention here. This software is super helpful.

WORKetc unified our teams

Pros

The project management component of WORKetc has been indispensable. I work in the healthcare industry and we manage outpatient programs at hospitals. My team is responsible for implementing new contracts and then we pass them over to the operations team for ongoing retention and support. With WORKetc we've been able to organize our new build and/or transition of programs into our organization well and simultaneously create historical data as we focus on long-term value and support to keep them. I also like the discussions feature within WORKetc. Before, we were utilizing Google Hangouts to talk about client needs but now if we need to discuss a specific client issue, we can utilize the feature within WORKetc which means it's easily connected to that account. It also integrates well with Google Drive negating any duplication of document storage (a problem we've had in the past). The system also has great API functionality that we use to post data from WORKetc across another proprietary platform within our organization. This allows our customers to stay current with things like implementation status, support ticket status, etc.

Cons

The integration with Gmail isn't perfect. It works but you really need to know what you're looking for within WORKetc to connect the email with the correct customer. The system can get expensive especially for corporate users who don't interact with clients often enough to justify having an account. For example our media team creates customized videos for clients occasionally so it doesn't make sense to pay for them to have access to WORKetc all the time. It would be great if there were tiered user levels for occasional users.