WORK[etc] CRM Review

PROS: I like WORKetc's automation and that every department head can access all the phases of a project easily and with comfort.

CONS: Nothing to dislike about it. I believe that if you use WORKetc properly, you can take full advantage of creating a wonderful customer experience for your customers.

PROS: I really like the fact that WORKetc is more than just a CRM system to keep all of our contacts in one place. We use it for everything from building our sales leads to the backstage process for each of our services and engagements. Everything is able to connect with each other and everyone can access all of the information from one location. It's also been great at improving our communication in the office, all in one place.

CONS: Random bugs that occur can really throw off your work and process. Though thesupport team is good about getting them fixed pretty quickly, they still happen enough to get you frustrated. I also don't like that sometimes updates take place during our work hours, causing the system to slow down or be inaccessible.

PROS: Every communication with my clients is accessible in one click. WORKetc's main search box is my #1 tool for finding anything and it make it very easy to file items under company or client profiles and give you great customization options for tagging content, organizing data and creating customized profiles/fields to track content.

CONS: WorkETC's search box lacks in searchability in some cases. Sometimes it's hard to find phrases with more than one word. One feature I would like to see from WorkETC in the future is a proofing system. We're a graphically inclined company and sending proofs via email attachments one by one can be cumbersome especially when we're sending 20+ files in one email.

PROS: WORKetc is the most comprehensive SaaS tool I've used for managing operations of my digital services firm across the globe. It has all the things I need from CRM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office.

CONS: I encountered a bit of a learning and configuration curve when I started, but that speaks to its power and flexibility. Problem is, there are no basic defaults to use as guide which means that it takes time to learn this software, while you encounter things that hard to determine if they were bugs or not.

PROS: WORKetc is very easy to use and lets you do many things in one , like project management and CRM software. I also like being able to transfer emails from Outlook to WORKetc thanks to the add-in feature. It helps keep track of the messages and others in the company can see the discussion without flooding their mailboxes.

CONS: Some features could be added like a tab about suppliers where we could create request for quotation. Also, it would be nice to be able to create forecast reports.

PROS: WORKetc is a slick CRM software combined with project management, central email and document handling and lots of other features. As a business owner, it gives me complete transparency and accountability in every area.

CONS: I guess it would be 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.

PROS: Whenever our employees need help, they can reach out to WORKetc, saving everyone time. It keeps all documents and information in a single location. This cuts down on customer support case resolution as we answer the same questions many times, and we can used canned responses and locate documents apply those to a support case and move down the road.

CONS: The one thing WORKetc needs to improve on is speed. The slowness is a matter of milliseconds though, just more of a OCD thing when surfing the net that I have. The good thing about them is they are always working on improving their product; they already have features to speed up their system.