Easy access to every client communication and files

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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.

What specific problems in your company were solved by this product?

WorkETC's filing system combined with their powerful searching tool allows us easy access to a massive amount of data. Being able to organize our communication and profiles for our clients have made it much easier to resolve issues or contradictions with a dedicated paper trail. Timesheet tracking has also made us more efficient with keeping hours on clients so we can bill them accordingly and on schedule.

Are you a current user of this product?

Yes