WORK[etc] product overview
WORK[etc] is a single cloud computing platform that integrates CRM, projects, billing, help desk, reporting, and collaboration. It gives small businesses the unique opportunity to improve efficiency and productivity while eliminating tedious integrations and expensive multiple web apps.
The solution provides a centralized location for teams to perform sales and extend support to customers. Additionally, with WORK[etc]’s cloud-based web and mobile apps, users can manage the business at work, at home, or on the road. By combining CRM with sales management, projects, and billing, this software enables the entire team to collaborate and continuously deliver positive outcomes for customers.
WORK[etc] facilitates deep integration into the company’s email clients and accounting products. It also equips organizations with native apps for iOS and Android to empower teams away from the office.
Pros of WORK[etc]
- WORK[etc] delivers different capabilities in one solution, resulting in a lower total cost than purchasing individual tools.
- The software allows users to update projects, assign support tickets, or create a sales lead without leaving their Inbox.
Cons of WORK[etc]
- According to users, WORK[etc]’s mobile application provides limited capabilities.
- Other users commented that the software lacks customization options.
Breakdown of core features
Customer relationship management (CRM)
WORK[etc] captures every activity and interaction with contacts online. Whether it is a sales email, support ticket, invoice, or product purchase, the system stores these events in a simple timeline. Users can search and filter the customer activity history by keyword, activity, or employee interaction to find what they need. Team members can also create up-to-date smart lists from complex contact variables and use those lists for marketing and reporting.
WORK[etc]’s flexible and unlimited contact structure lets users monitor relationships with companies and individuals–and their relationships with each other. Teams can automate and manage the sales process by tracking leads across the entire business and giving the necessary tools to close new business.
Users can record timesheets, upload documents, create support cases, add expenses, create emails, and start discussions from the WORK[etc] project. The software offers everyone involved access to the information most relevant to them. Users can switch between different project views and manage timesheets, labor costs, expenses, and materials. The system automatically captures every billable item and makes the information available to the billing engine, ensuring the monitoring of revenues.
Invoicing and quotes
This software has built-in time and billing capabilities directly into its unified business management. It streamlines the management of complex tax rules and allows organizations to keep a handle on discounts and offers. With WORK[etc], businesses can also track late payers.
WORK[etc]’s customer support feature lets businesses keep an eye on every request through live support, web forms, and email. Support teams can manage cases with custom priority levels and statuses and rapidly respond to frequent issues with a library of templated responses. WORK[etc] also enables users to view the entire customer history on one screen.
Alternatives to WORK[etc] CRM
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
(Last updated on 03/04/2022 by Liz Laurente-Ticong)