WORKetc Reviews & Product Details

Makes preparing eblasts simple. I also save important info about leads and potential leads in the notes. Sometimes we hear from someone who has communicated with us in the past. My client is always so happy (and I think surprised) when I can remind her about details I have saved from the past. WorkEtc has a robust search engine so it's easy to find content you know is in there. Review collected by and hosted on G2.com.

1. Not being able to clone a record. When I create a record, i want to be able to clone it when there are more clients from the same company. It seems so obvious, maybe it can be done and i just dont know how.

2. Not being able to save an eblast in development without closing it. i always save my work as i go along and having to save, close, and reopen seems like extra unnecessary steps.

3. Not being able to backdate when a record was entered is also annoying. It's a lot of pressure to be required to enter leads the day they become leads. It would be better to be able to create the record when it's cnvenient and set the date myself. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have no idea what the cost on the product is. However, I like the search all function and the ability to user it across departments. Review collected by and hosted on G2.com.

Oh man, it is not an intuitive product at all. Review collected by and hosted on G2.com.

How it integrates with google apps and gmail.

The flexibility to change the system to your business is incredible. Review collected by and hosted on G2.com.

That They currently don't have an affiliate program. So I'm not receiving a penny writing this review. Review collected by and hosted on G2.com.

​love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. Review collected by and hosted on G2.com.

The original mobile app felt a bit crowded. You aren't able to filter support tickets like you can on a desktop. Also they could have more pricing options. Review collected by and hosted on G2.com.