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

Centralized communication that keeps everyone updated

PROS & CONS What are the best aspects of this product? WORKetc is a slick CRM software combined with project management, central email and document handling and lots of other features. As a business owner, it gives me complete transparency and accountability in every area. What aspects are problematic or could work better? I guess it would be the cross platform usage. The current app could be better, but all that is being addressed in an update that I believe should be released very ...

WorkETC

What do you like best? The ability to track and keep on task with all the events that we have for our clients. I am able to constantly keep track from sales pitches, to quotes, to sending over contacts. You can do all of this from within the site or your gmail track which my company uses in our day to day. What do you dislike? Although I do like the worketc app, it does not have the same functionality. I would like to be able to do more like the website. I am able to track as I am ...

Great project management CRM that works for my small business

What do you like best? I like having the ability to track my income, project task and leads all in one place. When using projects I am able to keep all the information in once place and access it from any computer that is connected to the internet. What do you dislike? No email automation based on triggers. Having follow up emails go out automatically based on milestones. That would be a great to have. Especially on projects. After a new project is started, it would be nice to have ...

Fully customizable CRM with features by the dozen

What do you like best? We love the Project Template allowing our Implementation staff to create a new project with all associated subprojects and To Do's already setup with timeframes and reminders pre-programmed. This means nothing is ever missed through the project phase anymore as our staff have to complete each stage before the next is opened up for them to complete. What do you dislike? I would like the ability to review/audit what has been completed on a particular job and by ...

Increased productivity and efficiency in our website projects

PROS & CONS What are the best aspects of this product? Whenever our employees need help, they can reach out to WORKetc, saving everyone time. It keeps all documents and information in a single location. This cuts down on customer support case resolution as we answer the same questions many times, and we can used canned responses and locate documents apply those to a support case and move down the road. What aspects are problematic or could work better? The one thing WORKetc needs to ...

Not bad, not great

What do you like best? I have no idea what the cost on the product is. However, I like the search all function and the ability to user it across departments. What do you dislike? Oh man, it is not an intuitive product at all. What problems are you solving with the product? What benefits have you realized? This is a convenient way to track projects. Additionally, the interface with the G suite is convenient.

Fast, Efficient, Effective and Comprehensive

What do you like best? Reducing the number of "silos of information" is the #1 benefit of WorkEtc, and the reason we adopted it. Get rid of separate CRM, support ticket management, project management, database entries, notes, spreadsheets, untracked email, work timers, and more....because ALL are part of WorkEtc. Customization tools are the #2 benefit. Create 'Custom Tags and from them, create Smart Lists' (based on info already contained in WorkEtc (instead of separate spreadsheets for ...

An all-in-one for a reasonable price

What do you like best? We've finally found a business management tool that works for us! We are a 2-person shop that needed both project management, and support desk tools. This is the only tool we found after 24 months that worked for us - and was priced appropriately! The staff is responsive and was very helpful when we were first setting up our instance. We know that they'll be there if we ever need assistance in the future! What do you dislike? There are a few things about the ...

Great CRM for Any Company Size

What do you like best? ​love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. What do you dislike? The original mobile app felt a bit crowded. You aren't able to filter support tickets like you can on a desktop. Also they ...

Worketc has helped me survive with zillions of projects and tasks

What do you like best? How it integrates with google apps and gmail. The flexibility to change the system to your business is incredible. What do you dislike? That They currently don't have an affiliate program. So I'm not receiving a penny writing this review. Recommendations to others considering the product: Just start using it. Key in one project you are working on. Make one sales proces for a specific client group. Then make one online form and put it on your website ...