WORKetc Reviews 2022

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.

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!

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.

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.

What do you dislike about WORKetc?

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.

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.

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.

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.

What problems is WORKetc solving and how is that benefiting you?

We use it to send out eblasts to our subscribers and keep tract of all customer contacts.

Just keeping all of the info together (see above) lets us provide better customer service AND save time and money. 2 techs can do the work of 3, easy.

Efficiency, big time. Being able to keep all relevant notes and task in one place. Inbound contact info, prospecting and project management. The reports are pretty good too.

Staff Accountability – Timesheets that can be accessed via any part of the CRM allows us to track how much time our staff are taking on every single activity. This also allows us to set targets for things such as billable hours. Since bringing Timesheets into action, our bullable hours have risen over 20% across the board.

Done once, done right. WorkETC helps you set a strong standard for your work, and provides templates for getting it done right the first time, without reinventing the wheel. Our typical project has 72 steps+, all covered by our project template and reinforced by the WorkETC knowledge base.

Features

CRM FEATURES

• Activity Dashboard
• Contact Management
• Document Storage
• Email Marketing
• Interaction Tracking
• Internal Chat Integration
• Lead Management
• Marketing Automation
• Quotes/Estimates
• Segmentation
• Social Media Integration
• Task Management

Pros

“It helps with project management, and the things you can do to manage your projects are excellent. It’s helped with keeping up with leads, invoicing and account management.”

“The team is great, and are always improving. I’ve been with them since they pretty much started and the support has been just wonderful.”

“One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease.”

“Excellent search functionality underpins most of the activity and the fact that its accessible from a multitude of devices is really excellent.”

Cons

“At the time I was using it, it didn’t integrate well with our email service and had a ton of bugs. Additionally, it was difficult to customize.”

“The company failed to respond for over 24 hours to support emails and their own form.”

“So many features that sometimes you can get lost.”

“I find a lot of interface bugs and problems in using the software.”

Pricing

Starting From: 

$78.00 /month

Pricing Model: Flat Rate

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):

14-day Free Trial – No Credit Card Required Starter: $78/month for up to 2 users. Team: $195/month for 3 users; additional users $49/month. Foundations: $395/month for 3 users; additional users $59/month.