Workiro Reviews & Product Details

I love how Workiro made our office go completely paperless almost overnight, letting us store every document, email, and file in one intuitive system. The threads keep everything organized and easy to find, and the search function is powerful, making it quick to locate information. The signature feature is essential for compliance, and the product keeps evolving with helpful updates based on our feedback. The support team is responsive, and the system is cost-effective for a small team, without unnecessary complexity. Review collected by and hosted on G2.com.

One thing that could be improved is the task completion workflow: the 'mark complete' process can be a bit clunky and results in too many items building up in the catch-up section, requiring too many manual clicks to clear. Also, organizing threads better for audits would help, and some features like workspaces could use clearer documentation. Review collected by and hosted on G2.com.

I really appreciate that Workiro eliminates the need for clients to sign up for an account just to sign documents—this has made getting signatures much easier for my less tech-savvy clients. The open API is a huge plus for me, as it lets me automate tasks and create custom workflows. The document management and retrieval features are a game changer: it’s so much easier to find signed documents or important emails compared to my previous system. The Xero integration, especially with XPM, is saving me hours each week by syncing client data automatically. Review collected by and hosted on G2.com.

One limitation is that you can’t assign multiple email addresses to a single contact, which would be useful for some of my clients. Also, some of my older clients don’t use email at all, so there’s no way around still posting documents to them. Setting up the XPM integration required some manual effort with references and there might be a few teething issues, but nothing major. Review collected by and hosted on G2.com.

Quick and easy saving of files. Easy to access and edit. Simple and easy to use. Lots of new features keep coming out making it better Review collected by and hosted on G2.com.

Could make email filing easier by suggesting the case based on the contact. Review collected by and hosted on G2.com.

The best part about GetBusy is the simple and easy-to-use Interface hence providing clarity of the tasks to the entire team. Review collected by and hosted on G2.com.

As of now, I have not found anything that I don't like. Review collected by and hosted on G2.com.

It gives clarity of the workflow to the team or customers. Easy to prioritize the work using get busy. Create and maintain the task flow efficiently. Review collected by and hosted on G2.com.

I did not find any dislikes in this product. Review collected by and hosted on G2.com.

manage our workload and allocate tasks within the team to send lots of emails. It helps us to understand what each others' priorities are and see when tasks have been completed without needing to chase. Review collected by and hosted on G2.com.

No ability to adjust Notification reminders Review collected by and hosted on G2.com.

The best software in its category with easy user interface. It can be integrated with lots of softwares. You can send emails , attachments which is secured with your team. You can integrate your outlook account with this for sending mails easily and it will labeled automatically according to types of mails.

It also gives esign facility through which you can make your contracts, documents, agreements signed digitally which will save your time and money too. You can track the progress, manage them from backend.

You can add your colleagues, team members with your project. Manage your project and track how your team are working.

It is mobile friendly alos. Your team can sign documents from mobile too. Review collected by and hosted on G2.com.

Not such points to dislike. But pricing is little high for beginners. Apart that attachment limit is 25Mb which should be increased for premium users. Review collected by and hosted on G2.com.

user friendly interface, we can easily manage the project , keep a track of it , unlimited doccument storage ,esign facility is also quite intersting this about this plateform, email sending facility. Review collected by and hosted on G2.com.

there is nothing to dislike , even the cost of it is also reasonable. Review collected by and hosted on G2.com.

I liked the ability to assign tasks and monitor due dates best. It was user friendly and there was a free version. Review collected by and hosted on G2.com.

When I was using the app there was no option for the subscriber to control adding and deleting team members. People come and go and I stopped using what was a good tool because of my inability to delete people and tasks from my team view. Hopefully they've made some feature enhancements. Review collected by and hosted on G2.com.

I like how easy it is to organize your to-do list and is also very simple to update tasks and which makes it easy to assign tasks and add reminders so that it is easy to get things done. Review collected by and hosted on G2.com.

sometimes integrations do not work smoothly Review collected by and hosted on G2.com.