10-second breakdown:
Designed with collaboration across departments in mind, Work[etc] is a great CRM software solution designed for small and medium-sized businesses that comes loaded with additional useful features that cover the entire sales process.
Work[etc] is used in small (0-50 employees) and medium (51-1,000 employees) companies.
The good:
Work[etc] accounts for the whole sales process from the first interaction with a client until they pay (and even beyond that). Proposals, contracts, and invoices can all be tracked in the software.
With your sales process being so well contained in one tool, it becomes a simplified way to communicate with your team. It becomes a huge asset in your sales enablement plan.
If you have any issues, their seems to be a relatively short response time from their support team.
The bad:
With so many team-based solutions and ways to integrate the tools together, there seems to be a bit of a learning curve.
There are a few problems with the mobile app, but the company seems to be working on them regularly.
How it works:
Work[etc] aims to be much more than just your CRM software provider, they want to be the central location for most business activities. They help to streamline your business and keep all of your departments on the same page so everyone is working towards the same goal. Work[etc] accomplishes this by providing the complete customer lifecycle – starting with their lead in sales working all the way to supporting them after the purchase.
Even though Work[etc] is tackling more features than many of their competitors want to juggle, they are by no means a jack-of-all-trades. Their CRM module is feature loaded and comes with everything you would expect. Every interaction and activity you have with a contact are captured including emails, product purchases, service tickets and more. All of the data gets placed into visual timelines that are easy on the eyes as well as simple to navigate.
For your marketing and sales departments, Work[etc] offers a slew of features like custom workflows, a prebuilt library of content infused emails, email marketing campaigns as well as issuing invoices online. You can capture leads with web forms, email, or through their mobile apps. After that, they got tossed into your personal or department-wide pipeline for you to work your sales magic.
Work[etc] bundles in plenty of Project Management features as well. Everything related to your projects are structured in folders and easily accessible through your project view. There’s no need to go digging through server folders or your email to track down a client update, it’s all stored and categorized within the program. You can record time sheets, attach documents, make support cases and more right from within your projects.
Each project has multiple views you can use so all the data you need is right at your fingertips. Need a Gantt Chart to see a visual update of progress? No problem. Want a project tree to get your task list? Can do, just change the view.
There’s also a robust customer support module built right into the system for after-sales support. You can use live chat, email or web forms to capture support tickets. You can set custom priority levels to manage who gets assisted first and even view the customer’s entire history on one single screen.
Reporting is a notable strength of Work[etc]. Not only do you get all of the different modules, but they can all be combined into advanced reports and analytics. Looking for a report that will compare how many customers you have total and how many support cases you get a month? Absolutely. Want to see the percent increase of leads, captures, and emails sent out in one unified sales and marketing report? Work[etc] can handle that!
Pricing for Work[etc] is a little different than most of the competitors, it isn’t a flat rate or per user per month fee. Instead, they sort of combine the two methodologies. There’s a flat rate that includes a designated number of users, and every user above that is an additional fee per month. While there isn’t a free version of the application to try out, they do offer a no credit card 14-day free trial.
There are three plans available, the first one up is the ‘Starter’ package. Starter costs a flat $78 per month and includes 2 users. You’re capped at the 2 users though, if you need more you’ll have to move onto the next two packages. You get 2,000 contacts and up to 3GB storage space. It’s a bit limited though, Starter doesn’t include any email marketing features or advanced reporting.
Next up is the ‘Team’ plan. It costs a flat rate of $195 a month and includes 3 users. Each user after that will bump up the cost $49 per month. Team comes with 15GB storage and 10,000 contacts. This is Work[etc]’s full, well-rounded package. It includes everything Starter does and tosses in the missing features we mentioned above as well as social media tracking, a customer portal for invoices and accounting software integrations.
Work[etc]’s last plan is the ‘Foundations’ package. It’s $395 flat rate a month for 3 users, then additional users bump it $59 per month. Foundations comes with 50GB storage and up to 20,000 contacts. It comes with everything from the team plan and sweetens the deal with a contractor portal to keep track of projects, tasks and timesheets as well as a much more advanced report module that you can schedule to have emailed to you.
While the higher-end pricing might not be appealing to startup sized companies, Work[etc] comes with lots of additional features packed in like invoicing, project management and marketing options at no additional cost that many competitors charge for.
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