 > Review Summary: WorkEtc
"Integrated CRM, ERP, project management and
billing system. It has strong marketing and reporting configurations, a clean
modern user interface, and is easy to use"
> What the vendor says:
"WORKetc is a CRM, Project Management, Billing and a whole lot more. We
put these tools in combination, on the same platform, to ensure that WORKetc
will dare we say it, WORK(!) for any small business or work team.
With combined CRM, projects and billing, WORKetc lets you share information
like never before. Collect a sales lead from your web site, convert it to a
customer, create a new project for the customer, invite employees to participate
in the project, invoice the customer and then run real-time reports...all from
within WORKetc. "
> What Software Shortlist says about WorkEtc:
WORKetc provides a unique software solution that integrates CRM, Project
Management and Billing/Accounting into a single online program. It is a good
fit for small-medium sized businesses from manufacturing, design to
distributors.
Key strengths of WorkEtc include:
- Low cost
- Quick to set up
- Integrates with other software
WorkEtc does a lot of things well and simply. Set up and configuration is
relatively straightforward, however, dedicated expertise from their staff is
warranted for most users.
Integration with QuickBooks or open financial exchange is included with
WorkEtc, and it supports apps for the major gateways, Google, PayPal,
Authorize.net. External contractors can also add/track work in the same system.
The sales processes on WorkEtc include auto lead generation, lead pools and
sharing. A nice feature is automatically scheduling/calendaring recurring
services. The project management tool includes time sheets and collaborative
docs. Automated email marketing and campaign creation/management is hosted
through the WORKetc server platform. File sharing, contact and account sharing
complete with clear account summary pages and customizable tabs make work flow
easy. Sync with Outlook, MS Exchange and Google are standard.
A good quantity of pre-configured reports are included, add any number of
customized analytics on the fly. We’d like to see dedicated user/live support as
an option added to the services. This would likely be at extra cost considering
the low per user pricing, though.
Pricing is very economical, with a single user just $39 per month. Discounts
apply for multiple users, with the price dropping to $29/user for 11-20 users,
and $19/user for 20+ users. > Next steps:
To see if WorkEtc is the right choice for the specific needs of your business, contact Software Shortlist
about our free CRM matching service!
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