Qui utilise WORKetc ?

Les clients cibles sont les équipes de 2 à 100 personnes dans les secteurs suivants : informatique et prestataires d'infogérance, développement logiciel et web, conseil en gestion d'entreprise, marketing, publicité, relations publiques et marketing numérique

Description de WORKetc

Avec la gestion intégrée de la relation client, des projets, de la facturation, de l'assistance technique, des reportings et de la collaboration, WORK[etc] est la solution logicielle tout-en-un dans le cloud permettant de gérer votre entreprise en pleine croissance.

WORK[etc] va au-delà de ce que le CRM moyen peut faire en vous permettant de gérer et de suivre tous les aspects du cycle de vie du client. WORK[etc] est présent à chaque étape du processus, de la vente initiale aux devis, en passant par les projets, la livraison du produit, la facturation, le support client et la vente de suivi, très importante.

Informations sur WORKetc

WORKetc

http://www.worketc.com

Fondé en 2009

Prix de WORKetc

WORKetc n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de WORKetc est disponible à partir de 78,00 $US/mois.

À partir de

78,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

En ligne

WORKetc - Fonctionnalités

Logiciels de CRM
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Achats
CRM
Facturation
Gestion de la formation
Gestion de projets
Gestion des commandes
Gestion des employés
Gestion des fournisseurs
Gestion des stocks
Gestion du marketing
Gestion financière
Mesure des performances
Planification
Suivi du temps et des dépenses
Diagrammes de Gantt
Définition des priorités
Outils de collaboration
Suivi des statuts
Suivi des étapes
Suivi du pourcentage de progression
Suivi du temps et des dépenses
Suivi progression/coût
Tableau kanban

Avis sur WORKetc

Afficher 5 avis sur 85

Note globale
4,6/5
Facilité d'utilisation
4,3/5
Service client
4,9/5
Fonctionnalités
4,6/5
Rapport qualité-prix
4,6/5
Melissa B.
VP of Education and Training
Hôpitaux et soins de santé, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 04/07/2017

"WORK[etc] connected our disconnected teams"

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 04/07/2017
Emmett "corky" K.
Temps d'utilisation du produit: Essai gratuit
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 19/05/2016

"Working Etcetera with WorkETC.com"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 19/05/2016
Charles
  • Note globale
    2/5
  • Facilité d'utilisation
    Sans note
  • Fonctionnalités
    Sans note
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 23/02/2013

"Expected More, Received Less!"

Commentaires: The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue. From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW!
Little did I know that this does not filter down to support!
The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though! Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming. Support! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business? 2 starts for the product- would have been higher if I could actually have gotten to use it. 0 starts for support 5 stars for sales and marketing. Does this seem a little off balance to anyone? Not recommended!

Avantages: If software would perform to specifications, the system would be really good.
Good Sales Support initially to sign up.
Webinars are decent
Easy Cancellation.

Inconvénients: No support after purchase
Staff tend to blame end user for their own shortcomings in tech support.
Once they sign you up and collect he first month, they do not care whether you stay or not as they have your money. ToS states, no refund.

Réponse de l'éditeur

envoyé par WORKetc le 08/08/2013

Hi Charles - I'm the owner of WORK[etc]. Can you please get in touch and let me know who you are. This does not sound like us and if by chance it is, then I'm sure as hell going to be sorting it out with my team.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 23/02/2013
Christina F.
Marketing et publicité
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 25/09/2015

"It just makes day-to-day things easier!"

Commentaires: We've been on WORK[etc]'s platform for over 2 years now and it's hard to imagine how were keep communications with our clients and employees organized before with just emails and hand written notes! WORK[etc]'s value lies in the cross-integration of all assets, including Contacts/Companies, Support Cases, Tags, Notes, Timekeeping and Discussions. What is great about WORK[etc], is that even if you don't use all of their features, the entire system is very a la carte where you can pick and choose what you need to use, but it all works fluidly together as one. For example, we haven't used the Financing area to bill clients as it's done through our parent company, but we do use the Expense tracker for reimbursements, which is nice to have a digital record of.

Avantages: The search feature WORK[etc] offers is probably the most useful and powerful tool in the system. It allows you to quickly find what you need to search for through every department in the CRM. Other nifty features are the numerous third party apps that allow you to utilize and take advantage of WORK[etc] through programs such as Outlook, Evernote, and other communication tools so that everything is tracked through WORK[etc] without additional effort. Customized Web-forms and Campaign features allow you to mass capture information and easily communication with clients without having to fuss with your regular email.

Inconvénients: One big feature we would like to see from WORK[etc] is a client proofing system. Since we are a heavily graphic-based company and send numerous graphic assets to client at a time, it does get tedious having to upload attachments to an email in WORK[etc] where it allows you only to upload one at a time. A feature that would allow us to mass upload assets into a 'ticket' or even the customer portal, where the client could give live feedback would be a great addition to WORK[etc] and would definitely make WORK[etc] a forerunner in the CRM market that appeals to proof-based companies.

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 25/09/2015
Jerry M.
CEO
Services financiers, 13-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    Sans note
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 26/09/2015

"You will not find a more supportive platform."

Commentaires: I'll apologize for the lengthy review in advance, but hear me out. My company is small...7 employees, but growing. We rely on technology to help us serve our clients better while managing a very complex set of compliance requirements (on a daily basis) to meet regulatory demands. We needed a system that wouldn't force us to change our work flows to conform to theirs. We've found that with WORKetc. On the CRM and Project modules, we use them extensively for lead management, regulatory filings and then annual management of our accounts. I just can't explain the ease and natural progression of the Projects/Sub-projects/Tasks that support each of our processes...you just have to experience it. Recently, I thought I had...I'll call her "Susan" (Queen of WORKetc New Client Onboarding) on the "auto-progressing" when it came to moving on to the next sub-project after completing the previous one. Not going to happen, I'm thinking. Know what she said? "Yes, it will do that, but I think you might want to think about a different method that will be better for your process". She then launched into a series of questions about our business and how we worked as a team. What? Truthfully, customer service is what I want to finish with. As you can gather, I'm a huge supporter of this platform. I'm not paid to do this, not an employee, just a small business person trying to improve on what we do. To help with that, I really needed a system that was backed with superb customer service so they could help us identify the best way to use the system. Know of any platforms that provide that? Incredibly rare, but I found one. I've NEVER experienced the level of support that I've found here, and I've tried multiple platforms. WORKetc offers something called, "Quick Start". Let me save you some time...do it. The cost is offset against the subscription, so it's a no-brainer! Save yourself a tremendous amount of headache...experience their service firsthand. I promise you won't regret it. If you'd like, reach out to me directly with questions or comments and I'll respond as soon as I can and share our best practices. Maybe it will help you, maybe it won't, but I'm a believer in WORKetc and want to encourage other creative users to join in and make it even stronger.

Avantages: The support is second to none
Complete linkage between data fields
Adapts to YOUR workflow, not forcing you to use the systems
The custom field options are amazing.

Inconvénients: The UI could use a little "feng shui", but I know that's on the roadmap
Honestly, I haven't found any true cons yet, but I'm looking!!

  • Provenance de l'utilisateur 
  • Source : GetApp
  • Publié le 26/09/2015