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

Worketc = Dynamic CRM tool

What do you like best? My favorite part about using worketc is the ability to link different mediums of a customer's profile together. Support cases, projects, notes, discussions can all be linked to the original contact's page with ease and a detailed overview. The ability to tag and send requests to notify other employees that are recorded in the customer's client file ensures that a user can easily see the historical interactions with the customer and be fully informed. What do you ...

Worketc is a performance workhorse

What do you like best? What I like best about worketc is automation. What I also like about wortketc is the fact that every department head can access the phases of a project easily and with comfort. When we lose touch with our customer base it's because we're not using worketc properly. What do you dislike? I dislike nothing about worketc. I believe that if you use worketc properly you can take full advantage of creating a wonderful customer experience for your customers. ...

Very intuitive and simple app that allows me to work more effectively

What do you like best? The fact that I can easily find customer information. I can locate customers easily. I can follow up easily. I can alter information easily. I can enter a new lead or change information. I can also look at correspondence. What do you dislike? Nothing. I think the app is simple and effective -- I don't need a data hog! Recommendations to others considering the product: Download the app and try it out for yourself. At first I was hesitant but Now i use ...

Working with Work[etc]

What do you like best? This is the most comprehensive SaaS tool I've been able to find for managing operations of my geographically distributed, multinational digital services firm. It has all the things I need from CRM to PM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office. No other product I have located can provide as much of what we need in a single place as this tool does. What do you dislike? I ...

WORKetc, a great software for start ups

What do you like best? I like this software because it is very easy to use and you can do many things with it: project management, CRM... It's like having many software integrated in one. My favorite feature is project management. It's kind of like using MS project but in more simple. I alo like being able to transfer emails from Outlook to WORK[etc] thanks to the add-in feature. It helps keeping track of who said what to who. Moreover, other people of the company can see the ...

Greatly improved our project management process

What do you like best? This software has greatly improved our internal processes by allowing us to share projects, tasks, and information. The fact that it is a people-based software allows us to organize projects by client, and assign sub-projects that are linked to the master project. What do you dislike? It would be nice if more of their features were able to be exported (GANTT chart, project tree, etc.). What problems are you solving with the product? What benefits have you ...

Great project management for a start up

What do you like best? The best part is that it is CRM tool, Project Management and invoicing system. You don't have to access any other system for information for your projects which doesn't sound like much until you have it! Seriously come invoicing time we used to scramble around looking for updates on projects and the accountant would have to enter everything in on the consultant's word. With WOKR[etc], the employee puts in all their normal project management tasks and updates and ...

More than just a CRM: WorkEtc helps with many different business processes

What do you like best? The best feature about WorkEtc is that it allows us to work trans-nationally. WorkEtc is not only a CRM but through it's project management and customer support integration we've been able to automate many different business processes, and we don't need to rely on being in "the office" to work. The best feature is that WorkEtc works to integrate business processes, linked to a CRM, through to invoicing and then through to Xero (our accounts system). What do you ...

A great way to keep your Digital Ducks in a row.

What do you like best? Everything in communication with my clients is accessible in one click. WorkETC's main search box is my #1 tool for finding anything from people and companys to emails and support cases. They 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 specific to our company. What do you dislike? WorkETC's search box is ...

Everything you need for WORK

What do you like best? The best thing is how everything is linked together in one place. You can add support cases, timesheets and to-dos (and can attach any of them/all of them to each other as appropriate). This makes it easy to follow any issue or new feature from beginning to end. And it makes it easier for someone other than yourself to see what you're doing, and how long it's been taking (useful for analytics). What do you dislike? I'll second what a lot of people say in ...