Category: Project Management Tool
Industries: Productivity, Marketing, Business
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] is the all-in-one cloud-based software solution to manage your growing business. WORKetc goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORK[etc] is there every step of the way — from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale.
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As Idaho's Manufacturing Extension Partnership, TechHelp has team members and consultants work our of each of our three state universities. For years we struggled to work, communicate and manage our business across the different systems used by each university. With the advent of cloud based CRM systems, we began experimenting with all of the top tools but found them lacking. Most were too "salesy" and focused on the front end sales cycle. They lacked integrated modules for project and account management. It turned out that we were looking for more than a CRM. We really wanted an integrated Business Management System that could track and manage a client engagement from first meeting, through the sales cycle, project management, expense tracking, invoicing, reporting and more. We also wanted a system that would play nice with the Google for Work system we had adopted. We found all of this and more in WORKetc.
-William M.| Pricing |
|---|
| Starter |
| $78/mo |
| 2 user max |
| Team |
| $195/m |
| Pros | Cons |
|---|---|
| It helps with project management, and the things you can do to manage your projects are excellent | At the time I was using it, it didn't integrate well with our email service and had a ton of bugs |
| It's helped with keeping up with leads, invoicing and account management | Additionally, it was difficult to customize |
| The team is great, and are always improving | The company failed to respond for over 24 hours to support emails and their own form |
| I've been with them since they pretty much started and the support has been just wonderful | So many features that sometimes you can get lost |
| One of the key features that we were won over on was the Project Management/Invoicing process | I find a lot of interface bugs and problems in using the software." |
| 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." |
Level 8, 65 York St, San Francisco, California US
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!
- Randy B. Owner
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.
- Sam G. President
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.
- Dave T. Telecommunication Engineer
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