WORKetc: CRM + Projects + Billing

Review posted Tue 28 Jun '11  ·  17 comments
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WORKetc does it all… online project management, CRM, billing and more.

WORKetc is a business management software that is affordable, simple to use - and it's easy to sign up too!  When you go to the signup page you sign up for a 14 day trial by entering just a few details.  One note about the signup process... If you sign up from the main page, it will ask for a 'Partner Code' and the box has a required symbol next to it.  If no one referred you, you can leave it blank and still sign up – so it’s not actually required.  Small annoyance, and actually the only problem I've seen with the site.

After signup you will receive an email with your user name and password (I got my email instantly!) with a link for your company’s page. 

When you log in for the first time the Getting Started Wizard runs you through setting some of your details - stuff like business address and other details, adding your company logo, adding other users (you can add up to 100 employees), setting user permissions, as well as a link to download a Getting Started PDF manual.  You can always skip the Wizard, since you can access these settings from your Dashboard on the Settings tab.  You can also reopen the Wizard at any time from the dropdown on the Dashboard tab.

 

This site has a very simple, easy to understand layout.  You land on your Dashboard when you login – which by default has your employee message board, along with unread work items, recent documents, quick timesheet, and support cases.  You can change what’s shown on the dashboard by adding and removing widgets including items like My Sales Leads, My To-Dos, RSS Feeds, My Projects, and Unhandled Support - which means you can set your Dashboard up exactly how you want it.

On the right side of the page is a place to add bookmarks so you have easy access to the pages you use most, and across the top you have the Contacts, Calendar, Documents, Work, Sales, Finances, Support, and Settings tabs… and everything is right where you would suppose it should be - Leads and Estimates are under Sales, while Invoices and Expenses are under Finances, and so on.

 

WORKetc also has extensive help resources, most of which are available at the bottom right of every page… video manuals, downloadable PDF manuals, forums… or you can also pay them a little extra for personal training.

Project Management Software – Your WORKetc page allows you to collaborate on projects, share documents, manage timesheets, and create todo lists.

Web based CRM – You can even handle your customer support from your WORKetc page.  Very easily configure your support forms, auto responses, and standard replies (or “Canned Responses”) from customer support on the Work tab.      

Finances – WORKetc also lets you manage invoices and expenses, and you can even export data to your accounting software of choice.

Contacts - You can add contacts manually, or import them from a file making it easy to switch over.

Reports - There are about 30-40 different reports you can generate at the click of a button, covering everything from Finances to Timesheets to Support Cases.  Also on the Report tab you can easily create and manage web forms.

Documents - Not only can you share documents under the Documents tab, you can also create and manage your Knowledge Base and blogs.

Also available - iPhone app.

Price – Affordable at a starting price of only $39 per user per month.

Conclusion
After checking out this site, I have to say it’s remarkably easy to use, and lets you do almost anything you could think of from one place. The free trial doesn’t appear to have any limitations, and their support resources are amazing.



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