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.
My whole company uses WORK[etc] for timesheets, knowledge base (e.g. a wiki-like setup), CRM (e.g. customer details), lead tracking/generation, and support cases. Keeping the whole of it together means less running around for information.
Pros
It does timesheets quite well. Filter by day, week, or month. View totals for everything or just totals for a specific project.
CRM is another big plus for WORK[etc]. Search by any field and find all the matches. Add people to companies (or to specific locations of a company). View phone numbers, emails, etc. All just a quick search away.
Project management is very useful for us. All the graphs and charts you'll need to visualise your progress. View costings and see what tasks are still outstanding.
Cons
Being able to lock down timesheets would be helpful (i.e. after a month, you can't go back and edit so the boss can officially use your numbers for submitting invoices).
Some improved efficiency would be nice. While everything always loads, it feels like there can be a bit of a delay sometimes.
Likelihood to Recommend
When clients are using our software and run into an issue, they can send an email to a support email address that automatically generates a support case, and sends out emails to the appropriate team members, who, after looking into the issue, can respond via WORK[etc] and keep track of all client-us communication.
Our small company uses WORK[etc] to run all our business activity. We provide technology support as well as HIPAA compliance training and services. Our clients are both in the medical industry and all the companies that support them, such as accounting, legal, financial, technical support, etc. With a wide variety of needs and cases we must have a tool to keep all the parts moving without adding more staff just to do the scheduling and management of details. All the sales cycle processes, project controls and management, and invoicing take place in WORK[etc]. We added it directly into our Google Apps and can manage all our work from two applications completely integrated no matter what work we need to do.
Pros
Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Cons
We really want to be able to control subscription billing better. We sell tech support contracts with a set number of hours in the contract. We have a work around for doing it within the invoicing system but it would be much better if we could handle it properly.
Reporting tools are not as flexible and capable as we really need. There are lots of things we have to dump to a spreadsheet and attempt to pull the data we need there instead of directly from the application tools. This is especially important when it comes to the financials.
Mobile app for iOS is a long time coming. We have seen videos for months with no product yet but if it does work like they say this would be solved. The current iOS app is completely useless to us.
Likelihood to Recommend
If you really do a lot of retainer type billing it may be an issue for you. But, if you bill time and materials or flat fees for products and services it should be fine. If you use Google Apps fully WORKetc is a great tool. I know it works with other email solutions but the GApps integration is outstanding. If your team is spread out in multiple locations, the management tools keep things moving. It works fine if you are all in one room but it really shines if you don't work in the same physical location. If you don't like working in the cloud and what that entails you will have a problem with it. But, if you fine with the cloud it has virtually no management required. If you can't be patient waiting for new features and handle the transparency they share on why things take time, you shouldn't use the tool.
WORKetc is used at Boomer Consulting for our entire process from prospecting to tracking leads to the project management portion of all of our engagements and communities. The entire Boomer Consulting team uses this product and it has increased the communication among our entire team. It helps us see where we are at in the sales process for all of our leads, what we have lost and won and helps us stay organized in our project management section. It is our central location for all communication to our clients and internally, a great way to see a snap shot of what is happening and a perfect way to go back and review the history of all areas.
Pros
They are continually updating and improving their product. They listen to the feedback that their users give and start working to implement them.
WORKetc is very fast at responding to any type of questions that you might have. Even if someone doesn't have the answer, they get back to you right away and let you know that they are working to find you a solution/answer. Such amazing customer service!
Their product is great at helping us organize all areas of our company. For sales, we are able to pull lists for various leads and contacts quickly and accurately. We are also able to see all of our leads, where they are at in the sales process, if they are high risk and also keep them updated with their features of "last contacted" and "follow up" dates. For our project managers they are able to create a project for each of our engagements and communities that keeps them on track, creates the proper todo's and they are available to be duplicated so we don't have to start from scratch for each engagement or community.
Cons
I'd like to see them change the look for the project overall. Right now it's basically white and grey which makes it feel out dated and not as crisp (even though they are updated and forward thinking).
Their Smart List section is very helpful to pull lists based on certain criteria. It would be nice if we could select multiple criteria in certain sections so that the list can be even more lazer focused then we can get it right now. Sometimes we want to be very specific with the lists that we see, but we can't get there just yet.
Likelihood to Recommend
Since WORKetc encompasses so many aspects for a firm or company, it's hard to determine where it's less appropriate. It's been an amazing tool for front and back stage usage at our company. You get the client management side to keep everyone updated on all of our contacts as well as tracking all communication to them at an individual and firm/company level. You get the lead area where we are able to create our sales leads; update notes and track appropriate communication to those to again, keep everyone updated on them. You also get the project management piece that will help with the front facing pieces from the beginning through the end.
WORKetc is cloud based, thus its accessible any where. The Gantt Charts are great for managing timelines of projects. However, the billing/invoicing features have room for improvement. The email marketing features could be more robust.
Pros
Project management
Help desk
Client management
Time sheet chart
Cons
On the time sheet sometimes the time sheet boxes will overlay each other.
Being able to merge contact / clients
More widgets to be able to add to your dashboard
Likelihood to Recommend
WORKetc CRM is a very well worked out program. The overall product is great and takes care of just about everything.
After careful selection we opted to deploy WORKetc in our company and haven't looked back. It handles central administration and tracking right across the heart of our company. Centralised mail handling, organisation and project structuring were all immediately transformed when we took it on - all of which were issues for us before.
Pros
Centralised mail with updates to relevant employees
Lead management with categorisation possible via tags
Cons
Improved selection of items in contextual lists - but I hear that this is just about to be released in the version 5 edition...
Emails arriving which do not have the project tag attached are a little laborious to manually file. This could be streamlined.
Likelihood to Recommend
If you find:
your staff always asking each other if they have heard any news on such and such a project
that you have endless emails cc'd to everyone - even people who aren't really involved in a particular aspect of a project
that you are starting to feel, as an owner or manager, that there is a lack of transparency as to how your entire structure is performing and you lack the metrics or tools to analyse this
This is a much better tool than others, it takes some process label revision (i.e. the labels), in your head but it really works.
Support has been very good, and the customization was done quickly and without much effort.
Worketc, will grow with your business, which is unique. It is not a vertical product (only doing one thing) it addresses the entire business process. We need recurring charges (i.e. monthly charges) the program does it as "subscriptions" - many of the others do not do this at all.
From our perspective Worketc needs to grow in the invoicing area, we need sub totals by service (product) and summaries on the bottom so costing can be done quickly by our clients. When we requested the change they were open to hearing about our needs which is unusual.
Pros
Time tracking
Job Costing
To do's
Cons
Recurring charges - done simpler
Invoice layout - sub total by type, summaries at bottom of invoices for costing
Faster document upload / easier
Batch invoice creation - presently need to generate invoices one at a time
Likelihood to Recommend
We used Open Air NetSuite product since 2000 - post acquisition of Open Air by NetSuite they re-designed the product UI and it became horrific (and inaccurate). Worketc. does more and does it more efficiently, but has a definite learning cycle.
We would have never left Open Air but you can't have inaccurate data - we went on to a host of vertical products (unfortunately you can not run a business with vertical products), after great frustration we gave up on Harvest, Asana (which is great product) and moved to Worketc.. Why because everything is in one place. This is so invaluable!
I use WORKetc to run my consulting business (Invoke Results) and Dementia Journeys a website I run. WORKetc provides me with CRM, Project Management, Marketing, Customer Support, Finance tools that I use everyday, from wherever I need to use them. Without it, my business would not run.
Pros
The CRM is excellent at keeping records of my interactions with individual contacts and companies and tracking all activities I have with them.
I provide a wide range of services and products and WORKetc helps me manage the inventory, pricing and invoicing of these.
The project management tools ensure that I keep projects on track in terms of timing and budget and allow em to give access to customers to review progress and pay invoices as well.
Integration with Google Apps, Dropbox and other tools mean that I can access WORKetc from anywhere and send send emails from anywhere and know they will be available in Worketc
Cons
Whilst there are now integrations with contact records and Social Media these are still in Beta formate and have a way to go before they are as good as many other applications. However, having seen the tools evolve over 4 years, I have confidence that they will get there.
I often send emails from other applications outside of WORKetc and whilst I know that any email I receive and/or send will be recorded in WORKetc, I have to mark emails in WORKLetc as read again which can be annoying sometimes.
I'd like to see the e-mail marketing linked to Mailchimp by API. WHilst the WORKetc email marketing tool is very usable, it doesn't have all of the features that Mailchimp offers.
Likelihood to Recommend
I would highly recommend WORKetc and do. I strongly suggest that you test and compare other tools first. I spent 12 months looking for an affordable solution that had the features I wanted before starting with WORKetc 4 years ago.
We're using Worketc across all modules. We're not using CRM all that much. Mostly Tasks. ToDo's billing,Contacts and knowledge base and time sheets. Were struggling with the projects modules. It's pretty good but a bit pricy now. We actually purchased it and subscribed to it for almost 2 years. We were lured with the promise of a collaborative project client portal but we never got anything useful on that end. They developed or are developing one now, but you have to pay way more to have access to it. The original reason we licensed is pretty much a bust.
The reporting is pretty much next to useless and for projects especially. If you don't need to create complex reports or to do serious project management the version we are using are a 6.5 out of ten. Were having to use another app in the Google marketplace for useful project management. Were still using it because we integrated it with quickbooks. I'm feeling kind of trapped right now as opposed to fully satisfied.
Pros
Time and Billing
Contacts
Help Desk
Knowledge Base
Cons
Projects
Reporting
Portals
Reporting, Projects, Reporting, Projects.
Likelihood to Recommend
It's not bad for tracking adhoc services or management time and management billing. Terrible for reporting and projects.
