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

Just about the best - short on mobile

What do you like best? WorkEtc covers a lot of ground with a relatively easy and intuitive interface. Workflows from lead capture to service invoicing all work well. Best feature? - the fact that it covers so much ground all in one app. What do you dislike? Mobile use. Current (v2) mobile app was simply not written by people who actually use WorkEtc. in a real mobile environment. Where the web app (on a desktop) is very good for a great many workflows, the mobile app borders on ...

Great Project Management Tool

What do you like best? Ease of use and the variety of features and automated functionality of the product. What do you dislike? I wish it was integrated with Outlook so that we could synch up our calendaring directly instead of having to use Google. Recommendations to others considering the product: More integration with Outlook What problems are you solving with the product? What benefits have you realized? Project Management, Invoicing/Billing, IT Job Tickets, HR-It ...

Best CRM and much much more!

What do you like best? I like that everything is in one application, we are not having to use multiple applications for CRM, expenses, Projects, Support, document storage and many more. What do you dislike? Its hard to come up with what I do not like...we have had so much success thus far and not run into anything negative. Recommendations to others considering the product: I believe you will see quickly the ease of use of the application. If you have used other CRM's ...

WorkEtc

What do you like best? We evaluated WorkEtc 2 years ago and back then it was and still is the best all in one product we could find for CRM, Support, and overall enterprise communication management. What do you dislike? My only real complaint about workEtc is that someones it can have a bit of feature bloat. In some cases it could do with a little less flexibility to make it easier for the users to understand. This is in no way an issue for our organization but if I had to mention ...

Work[etc.] All-in-one Collaboration

What do you like best? Having everyone use the same platform, and bringing clarity and openness to the companies projects, sales process, etc. What do you dislike? The application can be a little daunting with all of the options, settings, tabs. With a little time and training, most of our employees have enjoyed the transition. Recommendations to others considering the product: Be sure to set everything up before you go-live with the application! What problems are you ...

The search is over...

What do you like best? Slick CRM combined with project management, central email and document handling and lots of other features - WORKetc was the solution we were looking for but didn't know existed. As a business owner - it gives me complete transparency and accountability in every area. What do you dislike? The fact that I didn't find it sooner? No honestly - the weakest part in my opinion is the cross platform usage. The current app could be better... but all that is ...

One Stop Shop for CRM

What do you like best? With so many amazing features it is hard to pick just one, however my favorite feature has to be the powerful project management suite of tools. I love that our whole company has the ability to get together in one spot to manage our projects efficiently and with ease! It has been one of the best and most effective project management tools our companies has ever used. What do you dislike? I can honestly say there is nothing about work etc that lacking. It is a ...

FINALLY! The perfect fit for my boutique consultancy.

What do you like best? The support staff. I have tried a number of business management systems in the past and those that seemed to work well, just didn't have the support to back them up. In the case of WORKetc, I've got a powerful and highly-customizable system at my fingertips. And should I come across a function I don't understand, a quick email to support and a short wait is all that stands between me and moving my work along. What do you dislike? When writing reviews ...

Professional services - you need Worketc..

What do you like best? Complete solution with all the variables any organization needs that bills by task, to do or project. What do you dislike? Vocabulary tasks some getting used to, invoice details need improvement but they are working on it! I wish it interfaced with our exchange email server What problems are you solving with the product? What benefits have you realized? Centralized point for time, to do, project and tracking

WORKetc Helps Me Build Better Businesses

What do you like best? As an independent business consultant, I like the fact that WORKetc provides me with all the tools I need to run my consultancy in a low cost, cloud based solution. I can manage my sales via the CRM and marketing features. Manage my work through the project management and customer support features and keep my finances up to date as well. What do you dislike? If there was an area I'd like to see improved it is the iPhone/iPad App. Thought they are functional, I ...