WORKetc

WORKetc

All-in-one business management system. CRM + Social + Projects + Billing

4.6/5 (87 avaliações)

Resumo do WORKetc

WORKetc combines CRM, Project Management, Billing and more to make running a small business easier.

By keeping business-critical data in the one app, information flows freely between managers, employees, contractors and customers. It's efficient and far easier to structure, integrate, and automate the myriad tasks that go into each day.

WORKetc is simple, scalable, and can be extensively customized according to your business needs. Use it for all your business processes, from managing customers and planning projects to tracking sales, invoicing, running time sheets, and sharing documents.

WORKetc lets you create complex custom field groups so you can see the information that is important to you on your contacts, sales leads, support cases, projects, and more.

For 5 to 100 employees.

Preços

A partir de
US$ 78,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Canadá, China, Europa e outros 5, Alemanha, Índia, Japão, México, Reino Unido

Idiomas

Chinês (tradicional), Holandês, Inglês, Francês, Alemão e outros 5, Italiano, Japonês, Norueguês, Russo, Espanhol

WORKetc - Avaliações

Classificação geral
4.6/5
94% avaliações positivas
63
Excelente
19
Muito bom
4
Regular
1
Ruim
0
Péssimo
Melissa B.
Traduzir com Google

WORK[etc] connected our disconnected teams

Usado Diariamente durante Mais de um ano
Avaliado em 04/07/2017
Fonte da avaliação: GetApp

Vantagens

The project management component of WORKetc has been indispensable. I work in the healthcare industry and we manage outpatient programs at hospitals. My team is responsible for implementing new contracts and then we pass them over to the operations team for ongoing retention and support. With WORKetc we've been able to organize our new build and/or transitioning of programs into our organization well and simultaneously create historical data as we focus on long-term value and support to keep them.

I also like the discussions feature within WORKetc. Before, we were utilizing Google Hangouts to talk about client needs, but now if we need to discuss a specific client issue, we can utilize the feature within WORKetc which means it's seamlessly connected to that account. It also integrates well with Google Drive, negating any duplication of document storage (a problem we've had in the past).

The system also has great API functionality that we use to post data from WORKetc across another proprietary platform within our organization. This allows our customers to stay current with things like implementation status, support ticket status, etc.

Desvantagens

The integration with Gmail isn't amazing. It works but you have to really know exactly what you are looking for within WORKetc to be able to connect the email with the appropriate customer.

The system can get pricey if you have corporate based users that don't interact with clients often enough to give them an account. For example, our media team creates customized videos for clients on an irregular basis, so paying for them to be in WORKetc all the time doesn't make sense. It would be nice if there was a way to setup tiered levels of users to account for irregular users.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Emmett "corky" K.
Traduzir com Google

Working Etcetera with WorkETC.com

Avaliado em 19/05/2016
Fonte da avaliação: GetApp

I first encountered this product when it was barely a brand new company many years ago. At the time I was seeking a comprehensive business management solution for a small tech services business. At that time in history, there was nothing like this on the market at all, and I was enthusiastic about finding it. I tried hard to make it work, but back then, the company was very small and they were literally trying to tackle every possible business need with a very small team. I admit that all those years ago, the product wasn't ready yet for prime time, and I abandoned it for other options.

Now, many years later (like 7 or 8 years?) I am starting a new business and once again on the hunt for the optimal toolset for my administrative, sales, project and accounting requirements. I remembered how comprehensive WorkETC was and came back to give them another look. I am now building my entire business process and workflow from CRM-Sales Lead -Conversion to Quote-Conversion to Sale-Project management-Billing-Support around the way this tool works. They have added mobile apps to the mix since my first experience with them and they look very solid so far.

Overall, this product is the only toolset of it's kind that is this comprehensive in all facets of running a services and products based business. I strongly believe that it can work for almost any kind of requirements for any type of services. I am a fan and promote the tool to my own clients every chance I get. But there are some pros and cons which I will elaborate on in the following sections of this review.

Vantagens

This is the most comprehensive and complete sales/project management/support/billing tool I have found anywhere online. I literally tried over 2 dozen competitors and combos of integrated CRM/PM/Acct/Support tools and cannot find a single competitor that does it all in one single unified system.

The level of support from this company is nothing short of astounding and amazing and I use them a LOT to work through usage and bug issues when they arise but that leads to the cons. Read on.

Desvantagens

In trying to use this system, you will need to realize that a tool set of this scope is going to need a lot of set up and configuration to be ready for use in your company. You need to be willing to spend some time on a learning curve, a slightly outdated interface (Im told a new release with a better UI/UX experience is coming very very soon) and you need to be willing to adapt to some of its quirks where it cannot be made to adapt to your needs in some cases. Most of these are not critical enough to deter usage, but it's not always perfect for everything.

I find a lot of interface bugs and problems in using the software. Support is amazing when I report these bugs, and in general they continue to restore my confidence in the product every time I get frustrated with it. But there are bugs. Again, I'm told a huge overhaul update is imminent but it's clear that this platform has been evolving over the past half dozen years and that growth, as is typical for legacy systems has caused some inherent glitches. I strongly believe the company is trying as hard as they can to resolve every issue that the users report, and I will continue to try and use it for my company, because once again, there is nothing else at all on the market that compares in scope and completeness for my business needs.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Scott M.
Traduzir com Google

WORKetc helps create an efficient and effective work day, anywhere

Avaliado em 06/10/2015
Fonte da avaliação: SoftwareAdvice

Vantagens

Since you can access WORKetc anywhere with an internet connection, by phone or computer, your business can travel with you. Whether you need access to contacts, projects, invoices, time sheets, or your calendar, it is all at your fingertips no matter where you are. Within a matter of seconds, everything you need is at your disposal. It gives you the ability to keep all communications with clients in one place, so that you can run your business efficiently. WORKetc is user friendly and easy to learn. They realize that companies rely on them to manage their business. WORKets runs smoothly, however, if an issue does arise, their response time is short. They work on resolving the issue as a matter of priority and provide updates and details of measures that will be taken to prevent the issue from occurring again.

Desvantagens

While we are greatly pleased with how WORKetc allows us to run our business activity, we would like to see a few changes in the issue of quotes. Currently, the way it works is if I create a quote with a certain amount of hours of time on it, my next time sheet will show that amount of time. I view a quote as what I provide my client or potential client prior to them hiring us or approving the work, so I don't want it anywhere other than on that quote. Once they hire us I still don't want it anywhere until we've done the work or decided to bill it. Typically, we don't convert quotes to invoices but bill against the project and compare back to the quote when we create the invoice.
I'd also really like to be able to attach a quote to a project, we often provide additional work on a project requiring additional quotes to be created for that specific project - as it is now it becomes cumbersome when multiple projects for one client have multiple quotes.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Christina F.
Traduzir com Google

It just makes day-to-day things easier!

Avaliado em 25/09/2015
Fonte da avaliação: GetApp

We've been on WORK[etc]'s platform for over 2 years now and it's hard to imagine how were keep communications with our clients and employees organized before with just emails and hand written notes! WORK[etc]'s value lies in the cross-integration of all assets, including Contacts/Companies, Support Cases, Tags, Notes, Timekeeping and Discussions. What is great about WORK[etc], is that even if you don't use all of their features, the entire system is very a la carte where you can pick and choose what you need to use, but it all works fluidly together as one. For example, we haven't used the Financing area to bill clients as it's done through our parent company, but we do use the Expense tracker for reimbursements, which is nice to have a digital record of.

Vantagens

The search feature WORK[etc] offers is probably the most useful and powerful tool in the system. It allows you to quickly find what you need to search for through every department in the CRM. Other nifty features are the numerous third party apps that allow you to utilize and take advantage of WORK[etc] through programs such as Outlook, Evernote, and other communication tools so that everything is tracked through WORK[etc] without additional effort. Customized Web-forms and Campaign features allow you to mass capture information and easily communication with clients without having to fuss with your regular email.

Desvantagens

One big feature we would like to see from WORK[etc] is a client proofing system. Since we are a heavily graphic-based company and send numerous graphic assets to client at a time, it does get tedious having to upload attachments to an email in WORK[etc] where it allows you only to upload one at a time. A feature that would allow us to mass upload assets into a 'ticket' or even the customer portal, where the client could give live feedback would be a great addition to WORK[etc] and would definitely make WORK[etc] a forerunner in the CRM market that appeals to proof-based companies.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Jerry M.
Traduzir com Google

You will not find a more supportive platform.

Avaliado em 26/09/2015
Fonte da avaliação: GetApp

I'll apologize for the lengthy review in advance, but hear me out. My company is small...7 employees, but growing. We rely on technology to help us serve our clients better while managing a very complex set of compliance requirements (on a daily basis) to meet regulatory demands.

We needed a system that wouldn't force us to change our work flows to conform to theirs. We've found that with WORKetc.

On the CRM and Project modules, we use them extensively for lead management, regulatory filings and then annual management of our accounts. I just can't explain the ease and natural progression of the Projects/Sub-projects/Tasks that support each of our processes...you just have to experience it. Recently, I thought I had...I'll call her "Susan" (Queen of WORKetc New Client Onboarding) on the "auto-progressing" when it came to moving on to the next sub-project after completing the previous one. Not going to happen, I'm thinking. Know what she said? "Yes, it will do that, but I think you might want to think about a different method that will be better for your process". She then launched into a series of questions about our business and how we worked as a team. What?

Truthfully, customer service is what I want to finish with. As you can gather, I'm a huge supporter of this platform. I'm not paid to do this, not an employee, just a small business person trying to improve on what we do. To help with that, I really needed a system that was backed with superb customer service so they could help us identify the best way to use the system. Know of any platforms that provide that? Incredibly rare, but I found one. I've NEVER experienced the level of support that I've found here, and I've tried multiple platforms.

WORKetc offers something called, "Quick Start". Let me save you some time...do it. The cost is offset against the subscription, so it's a no-brainer!

Save yourself a tremendous amount of headache...experience their service firsthand. I promise you won't regret it. If you'd like, reach out to me directly with questions or comments and I'll respond as soon as I can and share our best practices. Maybe it will help you, maybe it won't, but I'm a believer in WORKetc and want to encourage other creative users to join in and make it even stronger.

Vantagens

The support is second to none
Complete linkage between data fields
Adapts to YOUR workflow, not forcing you to use the systems
The custom field options are amazing.

Desvantagens

The UI could use a little "feng shui", but I know that's on the roadmap
Honestly, I haven't found any true cons yet, but I'm looking!!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Preço do WORKetc

A partir de
US$ 78,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

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.

Recursos do WORKetc

  • API
  • Acompanhamento de atividades
  • Armazenamento de documentos
  • Campos personalizados
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão do fluxo de trabalho
  • Integração de terceiros
  • Painel de atividades
  • Relatórios e estatística

  • Auditoria
  • Gestão de conformidade
  • Gestão de estoques
  • Importação/exportação de dados
  • Monitoramento
  • Notificações automáticas
  • Rastreamento de estoque
  • Registro de auditoria
  • Relatórios em tempo real

Mais informações sobre WORKetc

Principais recursos do WORKetc

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Automatic Reminders
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting & Forecasting
  • CRM integration
  • Calendar Sync with Google
  • Campaign Management
  • Catalog
  • Client Portal
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Customer History
  • Customizable Fields
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Synchronization
  • Data Visualization
  • Dependency Management
  • Discount Management
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Gantt Charts
  • Gmail and Outlook plugins
  • Help desk management
  • Invoice Management
  • Invoices
  • Lead Assignment
  • Lead Capture
  • Lead Nurturing
  • Milestone Tracking
  • Multiple Billing Rates
  • Multiple Projects
  • Opportunity Management
  • Partial Payments
  • Permission Management
  • Pipeline Management
  • Prioritizing
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project budgeting
  • Quote Management
  • Recurring Billing
  • Reporting & Statistics
  • Search Functionality
  • Self Service Portal
  • Social Media Integration
  • Support ticket tracking
  • Sync with Microsoft Outlook
  • Tags & Keywords
  • Task Management
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • Timesheets
  • User Access Controls
  • Workflow Management
  • iPhone, Android & mobile support

Vantagens

★ CRM, projects, billing, help desk, time tracking, collaboration, and more in the one business management solution.
★ Manage your entire business all the way from leads and opportunities through to sales, deployment, and client retention on a single platform
★ No more multiple monthly app subscriptions, integration headaches, and endless switching between apps. Your team only needs to learn one platform to get their work done.
★ Gain access to deep, real-time insight into your business previously only available to enterprises.
★ Work from anywhere with WORKetc's cloud-based web app and native mobile apps for Android and iPhone.

Perguntas frequentes sobre o WORKetc

Abaixo estão algumas perguntas frequentes sobre o WORKetc.

P: Que tipo de planos o WORKetc oferece?

O WORKetc oferece os seguintes planos de pagamento:

A partir de: US$ 78,00/mês

Modelo de preços: Assinatura

Avaliação gratuita: Disponível

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.

P: Quais são os principais recursos do WORKetc?

O WORKetc oferece os seguintes recursos:

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Automatic Reminders
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting & Forecasting
  • CRM integration
  • Calendar Sync with Google
  • Campaign Management
  • Catalog
  • Client Portal
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Customer History
  • Customizable Fields
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Synchronization
  • Data Visualization
  • Dependency Management
  • Discount Management
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Gantt Charts
  • Gmail and Outlook plugins
  • Help desk management
  • Invoice Management
  • Invoices
  • Lead Assignment
  • Lead Capture
  • Lead Nurturing
  • Milestone Tracking
  • Multiple Billing Rates
  • Multiple Projects
  • Opportunity Management
  • Partial Payments
  • Permission Management
  • Pipeline Management
  • Prioritizing
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project budgeting
  • Quote Management
  • Recurring Billing
  • Reporting & Statistics
  • Search Functionality
  • Self Service Portal
  • Social Media Integration
  • Support ticket tracking
  • Sync with Microsoft Outlook
  • Tags & Keywords
  • Task Management
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • Timesheets
  • User Access Controls
  • Workflow Management
  • iPhone, Android & mobile support

P: Quem costuma usar o WORKetc?

Os clientes habituais do WORKetc são:

Empresas de médio porte, Pequenas empresas

P: Em que idioma o WORKetc está?

O WORKetc está nos seguintes idiomas:

Chinês (tradicional), Holandês, Inglês, Francês, Alemão, Italiano, Japonês, Norueguês, Russo, Espanhol

P: Que tipo de planos o WORKetc oferece?

O WORKetc tem os seguintes planos de preços:

Assinatura

P: O WORKetc é compatível com disponíveis móveis?

O WORKetc é compatível com os seguintes dispositivos:

Android, iPhone

P: O WORKetc se integra com quais outros aplicativos?

O WORKetc se integra com os seguintes aplicativos:

Bedrock Data, Box, Evernote, G Suite, Google Drive, QuickBooks, QuickBooks Online, QuickBooks Online, Xero, Xero

P: Que nível de suporte o WORKetc oferece?

O WORKetc oferece as seguintes opções de suporte:

FAQs, Fórum, Base de conhecimento, Suporte online, Tutoriais em vídeo

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