We just had to share this! Below is an unsolicited review from Chris Meidell from Modevation
. Chris tried out Version 2 of WORKetc for a few weeks and decided it wasn't quite ready for his business to use full time.
Version 2.5 changed everything:
I wanted to let you know that we have decided to go with WorkEtc
We have been looking for months to find an affordable solution that would really work with our video production business workflow and we think WorkEtc is going to be a great solution for our company needs.
We have been evaluating ZohoCRM, SalesForce.com and SalesBoom.com but decided to use your system
Here are some of the reasons why we picked WorkEtc.
to be honest you probably could get away charging more per user... Some of the solutions we looked at charged over $140/user per month, but you guys have a great rate for a smaller company like ours with 4 people. Being able to add additional people at a lower rate gives us confidence that we can grow with the system without destroying our cashflow.
Web 2.0 style features - Tagging and a clean interface mean a lot -- the solutions above I mentioned are pretty Web 1.0 looking. The system is really easy to use.
EASY TO CUSTOMIZE INVOICES AND QUOTES
I was able to start making modifications to the Invoices using standard HTML within the first two hours of using the system -- AWESOME! Creating Quotes and Invoices is really well designed!
So many solutions on the market have just "parts" -- For example Freshbooks great invoice system-- timetracking + invoicing but no sales or project management
Pipeline Deals -- Great CRM system -- but no projects or invoices
Sales Boom / ZohoCRM / Salseforce (Do it all) - but the interface isn't as nice or flexible
In my opinion, it blew me away that I could mix projects of different billing types and have the system manage that just fine -- Some of my projects are fixed billing, some are timesheet, I clicked in view unbilled charges and was able to generate an invoice that mixed different types of projects in a meaninful way (way to go on sort items by project - beautiful). On top of that you added subscription billing which is perfect for customers who I host videos for... bottom Line -- This thing ROCKS!
FILE MANAGEMENT & KNOWLEDGE BASE
Having the File Management features are really great, but the knowledge base solves another problem for us to store a lot of checklists and settings that we use for storing technical information.
These are just fantastic features to have -- I haven't had a chance to try out the customer portal yet, but I'm looking forward to that. I need a "transfer area" for customers to be able to download preview videos.
You have really done a great job with version 2.5 since the last time I sat down with the product and you and your team should be really proud of what you have created here.
There are optimizations that can be made, but you have really created a foundation that I think (and hope) will be the backbone of my company moving forward.
Keep up the great work!
I'm going to put it out there that WORKetc 2.5 is going to be a winning product. Try it out for your small business here.