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WORKetc
Combined CRM, Project Management and billing means you can run your entire business inside of Gmail for G Suite.
17,212 users
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Overview
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FEATURES:
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★ integrated CRM, projects, billing, help, time sheets, help desk, documents, calendars and more.

★ smart Gmail gadget to turn emails into WORKetc contacts, leads, support cases and more

 ★ integrated Google docs to attach documents to contacts, projects, sales leads and more 

 ★ Mobile Web, Android and iPhone apps 

 ★ Real customer support, we actually use our own product (WORKetc) to manage our own business

 ★ multiple language support (Spanish, French, Italian, German, Mandarin)

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BENEFITS:
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 ★ a true CRM giving you a complete view of your customers such as invoice history, purchases, projects, support cases and sales.

 ★ manage your entire business inside of Gmail.  Take an email and create a new contact, assign to your team as a support case, attach to a project or update a sales lead.

 ★ a single platform to manage your entire business. No costly integrations, no time wasting double-entry

 ★ stay on top of your business with real time reporting and company wide searches

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CUSTOMER STORY:
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"Google apps & Worketc together are now the lifeblood of my business. Priority emails can be shared with my team are tagged in the Worketc gadget inside of Gmail. Immediately anyone assigned to a project or lead has access to the new info, no forwarding emails or CC'ing..." continue reading  @ www.WORKetc.com
Reviews
December 19, 2017
We love work etc. We use it to run our IT business. It has helped us streamline and coordinate so much. It saves us time and labor! We used to have a very time-consuming process when we took on a new customer. Folders and documents had to be created. The customer info had to be added into several different softwares we were using to keep up with people. After we completed work we had to copy and paste from a document to a invoicing program. We would have to mark the document to show that we had invoiced the people already. It was pretty complicated and time-consuming. Since we switched to work etc we add the customer information in one place. The ticket is created and attached to that customer information. When the technicians do their work their time spent is attached to that ticket. And when we are ready to bill the client we just bill them based on the time spent that is already there. Work etc keeps up with whether or not the time spent has been invoice to the client for us. Also once we send the invoice we know if the client has paid it or not. It has saved us so much time and makes our work so much easier. That is what allows us to give the best customer service possible. As a crm it works great keeping up with most customer interactions. We can see histories of invoices, tickets, emails, and anything else we put in the notes. The ticketing feature is highly customizable. We have set up multiple statuses and priorities. It helps us keep up with the huge load of customer service we handle every day. If you are looking to combine several scopes of software under one package Worketc would be perfect for you.
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A Google User
December 19, 2017
WorkETC is a very good and flexible system for mostly all businesses. Can be tweaked and set ut for you desired workflow. This plugin makes it easier to use as a CRM system, as all dialog with customers can be easily tracked, and projects can be created directly from G Suite. Fantastic!
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December 19, 2017
Fantastic CRM! I really enjoy using it for my work flow, projects and keeping all of my information in a single place. I used an old CRM system that will remain nameless and had trouble with upgrading and working from the cloud. Since my company deals with thousands of mini projects we needed a system that we could scale up or down, and this does the trick. Almost 100% of what I need it do. They are also updating the CRM and using feedback from their customers. If enough customers want a new intergration or feature then the folks at WORKEtc get it done. Work Etc. team is pretty darn good too. They have helped me on multiple occasions with getting items worked out, and even some of my stupid questions answered. LOL. Anyone looking for a cost effective solution with great support needs to have Work Etc. in their consideration set.
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December 18, 2017
Work[etc] is a fantastic CRM/Project Management/Support Ticket system! After searching high and low and trying just about everything out there, it was the only one to do what we needed, at a price we could manage, AND integrate with other tools, such as GMail and GSuite. It's so easy to take a customer's email and turn it into a support ticket, discussion, todo, or project right from the email. The message automatically gets added, and you don't have to save it in your inbox. It has helped with my quest for Inbox Zero - which I am able to generally maintain (I only have 10 messages in my box right now). It also integrates fairly well to Google Contacts, so as long as our customer info is correct in Work[etc], it's correct in our Contacts. Of course, the old "garbage in, garbage out" adage applies....
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A Google User
December 15, 2017
WorkETC has made my job so much easier. The organization capability is amazing and creates a uniform approach across my company for client tracking. We implemented WORKetc about a year ago and almost everyone here is on board. We gave each client their own portal, and within each client's portal we track projects, meetings, emails, and more. Using WORKetc is easy- their customer support is beyond helpful as well. If you have a question, they are quick to answer.
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A Google User
December 5, 2017
WORKetc is a nice all-in-one package for any service focused industry. We are a small software development company and it's a great tool to keep track of time spent on tasks. It gives us valuable insight into our business so we know exactly what we are doing. It also makes billing a lot easier. We have all our projects in WORKetc and clients can enter support cases directly through the system. This adds value to our clients because they see we have a process in place to quickly respond to any problems they might have. I especially like the GMail integration where you can create new items and assign tasks directly from your inbox. Why not 5 stars? The only quarrel I have is that it's a bit slow at times but this could be due to our location (Estonia). The interface could also use a bit of an update but this is just personal preference I guess. Based on my experience it's a good solution for small businesses and worth the money.
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A Google User
June 7, 2017
When we contracted with WorkETC we needed a CRM system that could connect our remote workers and give us a united platform to keep track of client and employee activity across the country. Before we joined, we were basically project managing through Email, and things were getting lost in translation on a daily basis! WorkETC gives us an invaluable storehouse of information that we can pull from to meet client needs and provide stellar customer service and management solutions. One of the problems we often faced was how to measure ROI on our services. When faced with an annual business review, it was often a scramble to quickly assemble team members, brainstorm on all the various work done throughout the last year, endlessly searching through emails to remind ourselves of the various projects, onsite visits, tasks, etc. Now that we have everyone working consistently in WorkETC tracking support and assistance on a daily basis, we are able to present impressive results and ROI for our clients. I work within the healthcare industry, specifically in outpatient wound care. WorkETC provided the necessary bridge from sales to development to operations as we sought a comprehensive solution to keep everyone informed on the current state of affairs.
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June 2, 2017
There are lots of reasons to love the WorkETC CRM system. Firstly without WorkETC we couldn't manage time tracking and billing. Well we could, but it would be nearly as efficient. WorkETC and the direct integration with QuickBooks Online have significantly improved our business processes. Billing out of WorkETC leads to quicker payments and improved cash flow. Another key features for is the Notes function in the client section. It might sound crazy but having something as simple as a totally open area where we can leave notes, add links and screenshots (WorkETC does a great job of creating a thumbnail effect while still linking to full size version) is super important. We have lots of unstructured information per client and the Notes area solves the problem of where to place these snippets. Finally, I really like WorkETC support. There is not much that goes wrong but often enough we are looking for a solution on how to accomplish something. A note to support elicits a quick response and follow up calls as required. I have found all the staff to be of high quality. They are friendly and supportive. You truly know they are doing their best for you.
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April 27, 2017
Combines CRM, Project Management, Support Tickets and more. Replaced several other tools and several cumbersome spreadsheets into one unified system. With Google Apps integration, we're down from a dozen "silos of information" to fewer than a half dozen. Worth the cost of WorkEtc just for the administrative savings (and reduced errors) of a unified, integrated system. Project Templates are particularly helpful. Keep tweaking them and you don't have to re-invent the wheel on every job. We do highly-customized software development and internet marketing. No two jobs are the same, yet they all have foundations and building blocks that WorkEtc. helps us properly address as a team. Moreover, the built-in knowledge base gives us a platform for training new people and cross-training development and marketing folks. Support tickets and projects allow us to document our work well, and custom fields and custom tags let us group our clients by the basic and custom services we deliver. As good as it is, and as much as we use it, I believe we're only harnessing 1 or 2 percent of the power potential. We look forward to harnessing more.
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March 8, 2017
Before Work[etc] I would log my timesheets on excel documents which would have to be turned in each week. They were tedious and at time frustrating, but with Work[etc] it's amazing. I can quickly document my daily activities with it's customer database and support ticket feature. The support ticket feature itself is very versatile, it allows you to attach documents, create internal notes or client facing discussions. You can even opt to turn on a customer portal where they can review their previous support tickets. This allows for great feedback and providing excellent customer service. I work for a company that makes software for insurance agencies and carrier that specialize in surety. There really isn't another software like us that I have ever come across, we are a 1 stop shop for enterprise grade software. So it's important to be able to provide great service. Whenever I mention that we use Work[etc] to people they are pretty impressed, and it's great to know it's so well respected.
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