WORKetc, a small business software and CRM platform, takes the frameworks and routes your organizations uses consistently and makes them accessible through a protected intranet connection. Stop wasting time attempting to deal with your business with different software and web services. Immediately turn out to be more effective when you change to WORKetc's combined Web CRM, Projects, and Projects.
Founded in 2009 by Daniel Barnett, WorkETC (previously known as Veetro) is a software-as-a-service (SaaS) cloud-based platform that offers individual users and businesses of all sizes an efficient CRM business management solution. The platform enables users to track efficiently their conversations with customers across multiple mediums and makes essential business tasks incredibly easy by offering automation and real-time insight features.
It is one of the best tools available for managing your business’ sales and revenue. Do you plan on using WorkETC as well? If yes, take a look at these steps to get a free trial:
Visit the WorkETC website and scroll down to obtain information regarding how the CRM business management solution operates and the special features it offers. Then, go back to the top of the page and click on “Get Started Free”, highlighted in dark red.
Upon clicking the “Get Started Free” tab, you will be displayed the above signup page. As you can see, to start your free trial, you need to complete a 2-step signup process. It involves entering your first name, last name, email address, phone number, company name, account name, company website, country, and select a monthly package (Starter - $78 per month for 2 users). Once done, click on Setup Free Trial, optimize your profile, and enjoy your free trial.
However, if you need more users or feel the starter trial isn’t enough to assess the software, you can opt for the Team or Foundation pricing plan. The Team is available for $195 per month and enables 3 users to use the software, and the Foundation is offered at $395, offering 3 users, 20,000 contacts and 500 GB storage. Select the plan that best satisfies your needs and click on “Start Trial”.
Now that you feel familiar with the steps mentioned above, obtaining a free trial at WorkETC won’t be a problem.
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WORKetc integrates with Xero. Xero is an online accounting platform that is designed for small businesses and their advisors. W...
WORKetc integrates with Evernote. Evernote allows you to easily capture information in any environment using whatever device or pla...
WORKetc integrates with Microsoft Outlook. Microsoft Outlook provides a free calendar and email service that lets you get things done and st...
Cloudswave Score for WORKetc
Rating based on 60 Critic Reviews
Michael Atnip, on GetApp
We use WorkEtc in a CPA firm for tracking customers, projects, support requests, and discussion among staff. The combination of a singular customer database among functional areas is a big productivity boost for our firm. We have yet to use some of the marketing and sales features but what we have been able to use is great.
Pros : Customer portal is useful for getting customer information Customizable forms are great for capturing data from the portal and on our company sites. Customer Support functionality is excellent for getting the customer needs cataloged to be address and measured.
Cons : Portal needs more development. Has so many features it can be overwhelming
Michael Hill, on TrustRadius
WORKetc Use Cases and Deployment ScopeBefore WORKetc the information that one of our employees needed at any one time could be in as many a 4 different applications or systems. From our rudimentary help desk system to free floating excel spread sheets to emailing everyone in the company to see if anyone had the information they were looking for. Many of our employees started creating their own documents keeping track of information they needed but inevitably - some new piece of information would be need and they wouldn't know where to go for it. WORK[etc] allows us to keep all that information in one place and it is just a quick search and a click away. The integration was fairly easy and with the ability to create as many custom fields as we needed - all the information is at our fingertips. It's still a work in progress - and always will be as information changes, new clients come on board, you know...the day to day. But everyone is empowered to make the changes when needed so that we keep the data up to date. WORKetc for us and we have been able to communicate both internally as well as with our clients.
Pros : One Word...Efficiency! Everything I need to know is just a click away if I don't already have it on my screen.Easy to use and understand.Web-based allows me to access it anywhere I am, including my mobile devices.The knowledge base and blog functionality in WORK[etc] allows us to easily create the documentation and get new and important news out to our clients.
Cons : The Projects module is functional - but it's not quite there yet. The biggest things is being able to recognize that weekends and holidays are not necessarily working days.
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