WORKetc Reviews & Insights

Score7 out of 10

47 Reviews and Ratings

Community insights

TrustRadius Insights for WORKetc are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Integration with Google Apps: Users have found the integration of WORKetc with Google Apps to be of tremendous value, allowing for seamless navigation between WORKetc tools and Google Apps. This feature has been praised by numerous reviewers for its ability to enhance productivity and streamline workflows.

Continuous improvement: Reviewers appreciate that WORKetc is committed to continuous improvement, regularly unveiling new features and improvements. Many users have expressed their satisfaction with the company's dedication to enhancing the software based on customer feedback, making it a popular choice for those who value ongoing development.

Time tracking and job costing: The time tracking and job costing features of WORKetc are highly praised by users. These tools allow users to track their tasks accurately and budget appropriately, ensuring efficiency in project management. Several reviewers have specifically highlighted these features as valuable additions that contribute to their overall positive experience with WORKetc.

WORKetc Reviews

5 Reviews

Marketing

WORKetc for small companies

Rating: 5 out of 10

Incentivized

December 14, 2017

Use Cases and Deployment Scope

The sales and marketing use WORK[etc]. We use it to share information with our team and keep track of who is working on which accounts. Having this CRM software keeps us organized and improves our communication. We also use it to create weekly and monthly sales reports that we review to improve our sales strategy.

Pros

WORK[etc] is very user-friendly. It takes no time to learn how to use it.
It has the basics of a CRM software, so it is a good tool for a small company.
The price is very reasonable compared to others CRMs.

Cons

WORK[etc] is still a young company so it does not have all the features as bigger CRM company
Sometimes it is hard to find a report that fit our needs
Lack of customization to fit your own business

Likelihood to Recommend

I think WORK[etc] is well suited for a small business, a young company with not much experience with CRM software. WORK[etc] is good to use as a first CRM but can be hard to implement if people in the company are used to other CRM software. WORK[etc] would not work well for big companies.

Verified User

Manager in Marketing (Environmental Services company, 11-50 employees)

Vetted Review

2 years of experience

Wow this WORKetc turned my world upside down and now I'm playing at another level

Rating: 9 out of 10

Incentivized

December 16, 2016

Use Cases and Deployment Scope

I'm an independent trainer, businesscoach and producer of memorable online events..As I am self employed, I needed a solid, cost effective system to run my projects. I tried a lot of online systems, but gave WORKetc a try 7years ago. Here are the results so far.

Being a project manager with over 10 simultaneous projects for my business, I spend a lot of time communicating with my clients, suppliers and my network. One of the problems I had before I started with WORKetc was, how to just quickly add a task to my task list? How to make a note on a possible lead, when I receive an important email from within a network? How to just start a new project when I receive a now project request or someone reacts on my offer through an email?

Now I have WORKetc, I can just continue doing what I was doing, reading and processing my emails. But now with an extremely efficient workflow. After receiving an interesting email, I just add a new lead and add a new client to it, from my gmail in Google apps. The lead goes right to my WORKetc. Also I add possible projects right from my email. And also I archive important emails to an existing project.

I have been using many project management tools within Google apps so far, but this beats everything. For a busy project manager / program director working with many projects this is an incredible upgrade of my day to day workflow. I just started with this and within two weeks this has saved me a lot of time and money.

The last thing I want to tell is that there are real people at WORKetc!

The only 3 things they need are:
1) Integration with Zapier (I need this as my business model is moving from manual based to automation). I want to run automated processes from lead capture to product delivery.
2) Maybe a process automation engine (heck I'm demanding).
3) A mobile app that is a little bit more intuitive. Just the Apple standards. I'm used to my conventions.

Otherwise you will not regret buying this subscription.

PS: I'm so unhappy that they do not have this... it is costing me money... an AFFILIATE SYSTEM. PLEASE GUYS LET ME MAKE MONEY WITH WORKetc. Give me my affiliate link PLEASE!!! I can sell this to ALL MY CLIENTS. I won't do that if I don't have an affiliate.

There you have it.. I want to get a piece of their business. Lucky you.

Pros

Link everything with everything
Timesheets
Reports
Offers and invoices in flexible templates

Cons

Zapier integration
Automated process management
User interface in the Ipad/iphone convention

Likelihood to Recommend

If you have many projects simultaneously where you work with a team around the globe and people need to fill in time sheets per project you are in heaven. If you need to process a lot of emails and relate them to projects so you can easily find all correspondence with your clients this is great. If all your processes are integrated with zapier, webinarjam, clickfunnels, activecampaigns and you need to integrate invoices, and send data from a system to the other, you are in hell.

Runy Calmera

Owner in Marketing at mydreambusinesscoach.com (Education Management, 1-10 employees)

Vetted Review

7 years of experience

View profile

WORKetc - More than CRM

Rating: 10 out of 10

June 6, 2014

Use Cases and Deployment Scope

TechHelp is a partnership of Idaho's three state universities that does consulting work and major projects with manufacturers, food processors and inventors across the state. Because our consultants are geographically disperse and work for different universities, our data and business management processes were all over the place. WORKetc in conjunction with Google Apps, gave us the opportunity to create ONE database of clients, partners, media, legislators...that we use to manage our business end to end. With WORKetc we manage the entire client engagement process from first contact through the sales process, proposals, contracts, project management, invoicing, and reporting. WORKetc integrates with Google Apps/Gmail allowing us to "attach anything to anything". We can add contacts to WORKetc from a gmail, attach a gmail to a contact, project, invoice...attach Google Docs to projects and on and on. The WORKetc app puts all info from WORKetc at our consultants fingertips in the field.

Finally, good luck finding better product support. I know my WORKetc support people by FIRST NAME!! It's not that I need them that often, but when I do, I know that Craig or Steve or Laurie are there for me via email or 15 or 30 min support call.

Pros

WORKetc integration with Google Apps and ability to attach anything to anything is of tremendous value to our consultants.
Support - WORKetc support people are accessible, knowledgeable and helpful.
The integrated nature of WORKetc gives us the ability to manage our business end to end.
WORKetc is committed to continuous improvement and is always unveiling new features and improvements.

Cons

I am hesitant to sync contacts between Gapps and WORKetc. I played with it a bit and found it confusing. I can see what the intent is but think the feature could be a bit more intuitive.

Likelihood to Recommend

I work with small and medium size manufacturers and could see any of them benefiting from WORKetc. I can't say how it might scale for very large organizations.

Change is hard for any organization event if they are changing from a total crap system to WORKetc. I'd encourage WORKetc to add to their stellar product support by developing field consultants who could help with onsite implementation.

William Mullane

Marketing Manager & Growth & Innovation Team in Marketing at Boise State University - TechHelp Manufacturing Extension Partner (Higher Education, 1001-5000 employees)

Vetted Review

2 years of experience

Love is not a strong enough word for Work Etc.

Rating: 10 out of 10

February 12, 2014

Use Cases and Deployment Scope

I am a recent convert to the Work Etc. way of doing business and can I say, I am completely sold! From the amazing support, to the project management everything in work etc is designed to make your life as a business manager easier. Our whole company uses Work etc. to make our lives easier and it has streamlined our whole business process. I love the all in one Help desk, CRM, and project management features. But not only do they do the big things right, its the small things that make work etc. the perfect tool. They have custom fields in their , making it easy to tailor information to your companies needs. Overall this is simply the best software we have ever used! I AM A DIE HARD FAN!

Pros

Work etc makes it very easy to collaborate on projects.
Work Etc makes CRM a breeze.
Work Etc. is a great tool for help desk.

Cons

I love the project feature but I wish it was easier to adjust timelines.

Likelihood to Recommend

Work etc. make business management easy for any size business. With all the data you need to accurately help your clients in minutes, it will help you streamline help and projects that you take on at your company! I love work etc. features and have found learning the system to be easy compared to most CRM systems. Being able to add time sheets and attach tickets from almost anywhere in the system and the shared calendars make collaboration a breeze.

Brittany Thompson

Social Media Marketing Manager in Marketing at Virtual Resort Manager (Computer Software, 11-50 employees)

Vetted Review

5 years of experience

WorkETC is the Business Management Tool to Use

Rating: 10 out of 10

December 15, 2013

Pros

Project Management
CRM
Leads
Financial
Reports

Cons

Integration with Dropbox
Integrate invoices into mobile apps
Automatic reminder emails in projects to send off to remind clients of special to-do tasks on their end

Likelihood to Recommend

This is the business management tool for anyone. You can use it in many ways for your own business. WorkETC offers great support and can even train your team on how to use their product. Sign up for their trial to see if it can work with your business and make sure to use all of the tools to see how effective it can be for your company.

Allen Bayless

Principal in Marketing at Diadem Marketing Agency (Marketing and Advertising, 1-10 employees)

Vetted Review

3 years of experience

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