WORKetc Product Overview

About WORKetc
Pros of WORKetc
Cons of WORKetc
Breakdown of core features

WORKetc product overview

WORKetc 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 WORKetc'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. WORKetc 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 WORKetc

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WORKetc 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 WORKetc

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According to users, WORKetc’s mobile application provides limited capabilities.
Other users commented that the software lacks customization options.

Breakdown of core features

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Customer relationship management (CRM)

WORKetc 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. WORKetc'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.

Project management

Users can record timesheets, upload documents, create support cases, add expenses, create emails, and start discussions from the WORKetc 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 WORKetc, businesses can also track late payers.

Customer support

WORKetc'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. WORKetc also enables users to view the entire customer history on one screen.