WORKetc Reviews & Product Details

I really like the fact that WORK[etc] is more than just a CRM system to keep all of our contacts in one place. We utilize this system for everything from building out our sales leads to the backstage process for each of our services and engagements. Everything is able to connect with each other and everyone on our team is able to access all of the information from one location. It's also been great at improving our communication in the office. We are able to start discussions under calendar events, contact names, firms, leads as well as projects to ask critical questions and provide quick updates. This also allows for all of our communications to be captured in one place where we can look back at them in the coming years if we need a refresher. Review collected by and hosted on G2.com.

Random bugs that occur can really throw off your work and process. That has probably been my biggest dislike. I understand that bugs happen, and they are good about getting them fixed pretty quickly, but they still happen enough to get you frustrated. I also don't like that sometimes updates take place during our work hours, this causes the system to slow down or be un-accessible. Since we utilize the system for everything, if it's not working while we are open then we can't get work done or help our clients accurately. Review collected by and hosted on G2.com.

This software has greatly improved our internal processes by allowing us to share projects, tasks, and information. The fact that it is a people-based software allows us to organize projects by client, and assign sub-projects that are linked to the master project. Review collected by and hosted on G2.com.

It would be nice if more of their features were able to be exported (GANTT chart, project tree, etc.). Review collected by and hosted on G2.com.

I love that WORKetc is an affordable, integrated business management system; not just a sales oriented CRM with a bunch of apps appended to it. Review collected by and hosted on G2.com.

Like any CRM or Business Management System, it still takes deep thinking and hard work to create business processes, set up WORKetc to track those processes and to get end users to adopt the processes. Review collected by and hosted on G2.com.

Slick CRM combined with project management, central email and document handling and lots of other features - WORKetc was the solution we were looking for but didn't know existed. As a business owner - it gives me complete transparency and accountability in every area. Review collected by and hosted on G2.com.

The fact that I didn't find it sooner? No honestly - the weakest part in my opinion is the cross platform usage. The current app could be better... but all that is being addressed in an update that I believe should be released very soon. So really this dislike is really a like - as WORKetc is a company that actually listens to its customers and integrates the solutions they need. Review collected by and hosted on G2.com.

The ability to track everything! Worketc. has made it easy to track hours, notes, inter-company discussions about the project, expenses, and on and on. We take full advantage of the Gantt charts and project trees for our company, and it's great that we can have a quick glance at the structure for each job.

Also, the support is fantastic. We always get a quick response when we email, and they're genuinely helpful and easy to work with. Review collected by and hosted on G2.com.

There's no auto-save feature like Mac or Google Drive has. It's so easy to get used to everything saving when you exit out of a screen, so I've made quite a few "oops" without the auto-save feature. We do a lot of note taking either on paper or in Evernote and have to transfer information into Worketc, just so we aren't losing them as we're talking with clients.

Secondly, the time-sheets like to think they know how long you've worked, or they like to put your time into the next day. It would be great if they weren't quite so smart. I would call this a user-error, but when all of us have the same problem, I know it's not just me :)

Finally, the cross-platform usage and the app aren't the greatest, but I've seen definite improvements. We're excited to see how awesome these become over the next several updates. Review collected by and hosted on G2.com.

It's a complete solution with all the variables any organization needs that bills by task, to do or project. Manage all clients and contacts, lead management, quoting, project management, invoicing, expenses, and help desk. Review collected by and hosted on G2.com.

There is not much to dislike about this software, we tested dozens of CRM's and this one stood out like a diamond. The time sheet does have a laying flaw but it does not bug me anymore. Review collected by and hosted on G2.com.

WorkEtc covers a lot of ground with a relatively easy and intuitive interface. Workflows from lead capture to service invoicing all work well. Best feature? - the fact that it covers so much ground all in one app. Review collected by and hosted on G2.com.

Mobile use. Current (v2) mobile app was simply not written by people who actually use WorkEtc. in a real mobile environment. Where the web app (on a desktop) is very good for a great many workflows, the mobile app borders on unusable for anything that you would expect to do while in the field (i.e. .... mobile). The v3 mobile app is approaching beta - preview video looks VERY good. If WorkEtc. executes the mobile app any where near as well as their web app, they will be alone at the top. Review collected by and hosted on G2.com.

I love the simplicity and ease of use of the product. The setup of the product was fairly hassle free and the support is there if you need it. As a technophile and business owner this product has helped me to automate parts of my business and grow. Review collected by and hosted on G2.com.

My only problem with the product which is common with this product and similar products is the price for small micro business owners. A pricing plan for one man business's is needed industry wide. Review collected by and hosted on G2.com.

Timesheets/ Project Management / Activity Streams / ToDo lists / Progress Charts / Support Cases / Reporting Review collected by and hosted on G2.com.

Timesheets can be a little fiddly but other than that it's a very feature-rich system Review collected by and hosted on G2.com.

The support staff.

I have tried a number of business management systems in the past and those that seemed to work well, just didn't have the support to back them up.

In the case of WORKetc, I've got a powerful and highly-customizable system at my fingertips. And should I come across a function I don't understand, a quick email to support and a short wait is all that stands between me and moving my work along. Review collected by and hosted on G2.com.

When writing reviews like these, I try to shy away from "dislikes" that are actually feature requests, but in my case, these are starting to present some problems.

First, there is no background auto-save feature like in Google Drive. When I'm in a meeting with a client, I'll append a note to the calendar event for the meeting and type my notes directly in the system. However, without an auto-save feature, if my browser or computer crashes, my notes are lost. Yes, I know. Noob mistake. I just take my notes in Evernote now and copy them over, but it's a step that's kind of annoying.

I also really wish there was a tablet-specific app for WORKetc. When I'm in the field, I don't really need to carry around a laptop, except that's the only way to easily update WORKetc. Yes, I could pull it up in a browser, but it's just not the same. Review collected by and hosted on G2.com.