workXmate Reviews in February 2025: User Ratings, Pros & Cons

Automation and easy accessibility throughout all phases of the project

PROS & CONS What are the best aspects of this product? I like WORKetc's automation and that every department head can access all the phases of a project easily and with comfort. What aspects are problematic or could work better? Nothing to dislike about it. I believe that if you use WORKetc properly, you can take full advantage of creating a wonderful customer experience for your customers. What specific problems in your company were solved by this product? It has helped us ...

A great CRM system and has helped improve communication as well

PROS & CONS What are the best aspects of this product? I really like the fact that WORKetc is more than just a CRM system to keep all of our contacts in one place. We use it for everything from building our sales leads to the backstage process for each of our services and engagements. Everything is able to connect with each other and everyone can access all of the information from one location. It's also been great at improving our communication in the office, all in one place. What ...

A comprehensive tool that has helped us focus on work that matters more to our business

PROS & CONS What are the best aspects of this product? WORKetc is the most comprehensive SaaS tool I've used for managing operations of my digital services firm across the globe. It has all the things I need from CRM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office. What aspects are problematic or could work better? I encountered a bit of a learning and configuration curve when I started, but that speaks to ...

Helps us with our eblasts

What do you like best? It is really easy to use - and allows us to send out beautifully formatted emails What do you dislike? that I cannot change a date of a record. If I accidentally enter a record on January 1, which should have been entered in December, I cannot fix it myself. WorkEtc. will do it for us, though - for a price. What problems are you solving with the product? What benefits have you realized? we use it every month at least once to send out an eblast to our ...

A great CRM system and has helped improve communication as well

PROS & CONS What are the best aspects of this product? I really like the fact that WORKetc is more than just a CRM system to keep all of our contacts in one place. We use it for everything from building our sales leads to the backstage process for each of our services and engagements. Everything is able to connect with each other and everyone can access all of the information from one location. It's also been great at improving our communication in the office, all in one place. What ...

Easy access to every client communication and files

PROS & CONS What are the best aspects of this product? Every communication with my clients is accessible in one click. WORKetc's main search box is my #1 tool for finding anything and it make it very easy to file items under company or client profiles and give you great customization options for tagging content, organizing data and creating customized profiles/fields to track content. What aspects are problematic or could work better? WorkETC's search box lacks in searchability in ...

Excellent all in one CRM and more

What do you like best? I have three favorite areas of Worketc. First, it is an excellent CRM database which lets us keep track of our customer info. We can drill down to a customer record and see all of their tickets, invoices, etc in one place. Second we love worketc for the support tickets. Attached to customer records we keep track of all support requests with these. Thirdly, we love worketc for the billing. We can keep track of time our techs spend right inside of worketc, attached ...

A comprehensive tool that has helped us focus on work that matters more to our business

PROS & CONS What are the best aspects of this product? WORKetc is the most comprehensive SaaS tool I've used for managing operations of my digital services firm across the globe. It has all the things I need from CRM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office. What aspects are problematic or could work better? I encountered a bit of a learning and configuration curve when I started, but that speaks to ...

Lets you do many things in one software easily

PROS & CONS What are the best aspects of this product? WORKetc is very easy to use and lets you do many things in one , like project management and CRM software. I also like being able to transfer emails from Outlook to WORKetc thanks to the add-in feature. It helps keep track of the messages and others in the company can see the discussion without flooding their mailboxes. What aspects are problematic or could work better? Some features could be added like a tab about suppliers ...

Automation and easy accessibility throughout all phases of the project

PROS & CONS What are the best aspects of this product? I like WORKetc's automation and that every department head can access all the phases of a project easily and with comfort. What aspects are problematic or could work better? Nothing to dislike about it. I believe that if you use WORKetc properly, you can take full advantage of creating a wonderful customer experience for your customers. What specific problems in your company were solved by this product? It has helped us ...