von WORKetc

4.5 / 5 87 Bewertungen

Wer nutzt diese Software?

Our target customers are teams of 2-100 in these industries: Information Technology & MSP, Software & Web Development, Business & Management Consulting, Marketing, Advertising, PR, & Digital Marketing

Durchschnittliche Bewertung

87 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5


  • Startpreis $78/Monat
  • Preisinformationen Team plans from $195/mo & from as low as $39/user
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
  • Kundenbetreuung 24/7 (Live Vertreter)

Angaben zum Hersteller

  • WORKetc
  • Gegründet 2009

Über WORKetc

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.

WORKetc Funktionen

  • Angebote / Vorschläge
  • Aufgabenmanagement
  • Dokumentenspeicher
  • E-Mail Marketing
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Lead Scoring
  • Marketing-Automatisierung-Integration
  • Mobiler Zugriff
  • Segmentierung
  • Social-Media-Integration
  • Gantt-Diagramme
  • Kanban-Tafel
  • Meilensteinverfolgung
  • Priorisierung
  • Statusverfolgung
  • Verfolgung der Kosten bis zur Fertigstellung
  • Verfolgung des Prozentsatzes bis zur Fertigstellung
  • Werkzeuge zur Zusammenarbeit
  • Zeit & Kosten Verfolgung
  • Abrechnung & Rechnungsstellung
  • Auftragsmanagement
  • CRM
  • Einkauf
  • Finanzmanagement
  • Inventarverwaltung
  • Leistungskennzahlen
  • Lieferanten-Management
  • Marketing-Management
  • Mitarbeitermanagement
  • Projektmanagement
  • Terminplanung
  • Trainingsmanagement
  • Zeit & Kosten Verfolgung

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Die hilfreichsten Reviews für WORKetc

WORK[etc] connected our disconnected teams

Mit Google übersetzen Bewertet am 4.7.2017
Melissa B.
VP of Education and Training
Krankenhausversorgung & Gesundheitswesen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: GetApp
5 / 5
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Working Etcetera with

Mit Google übersetzen Bewertet am 19.5.2016
Emmett "corky" K.
Verwendete die Software für: Kostenlose Testversion
Quelle des Nutzers 
Quelle: GetApp
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

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