I really appreciate Workiro's cost effectiveness—it’s about a third of the cost compared to Adobe Sign or DocuSign for our needs. It’s reliable, with hardly any downtime, and handles our high volume of daily contracts (about 20 per day) smoothly. The implementation was quick, the adoption was easy even for less tech-savvy team members, and the integration with NetSuite keeps our workflow organized. Review collected by and hosted on G2.com.

One ongoing frustration is the user management—if you remove a user, you can’t re-add them with the same email, which forces us to create email aliases unnecessarily. Also, only users with seats can view signed documents directly, which is a limitation compared to our previous solution. There was also some initial confusion for customers around reminders, but that worked itself out. Review collected by and hosted on G2.com.

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.

Once set up easy to use and separate all your correspondence, emails calls etc. So easy to search and file docs Review collected by and hosted on G2.com.

None to date we have used it for over 12 months following trf from Virtual Cabinet 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.

It is easy to store documents and locate them. I like the ability to add multiple tags to a document which makes searching all the more easy. Review collected by and hosted on G2.com.

Sometimes the app can be a little temperamental and doesn't load when first opened. 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 also. 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.