Contact WORKetc CRM Projects Support

by Kaneohedream

The CRM aspects if this app are so minimal and kludgy in their functionality it's barely more than a beta test product. I can't see how or why I would use this app (I need to see all of my fields, including custom fields, I need to see lead data, I need to see data in one click and not in only an edit mode, etc.).

I didn't even try out the other features in this app (such as projects or calendar) because the CRM function was so lacking.

I much prefer how Podio does their app...if not for their lack of bi-lateral calendar syncing with my google apps customer I think their app would have sold me on their product over WorkETC. As it is, it looks like I will be a WorkETC customer but not happy nor using their iPhone app much.

by Tadamh

I'm a bit disappointed with this app, frankly. I use WORKetc primarily for the CRM, in which case I heavily rely on leads. In the app the only way for me to find a lead is through the calendar and then when I click the activity stream I get skunked. It would be great to have a button to leads on the home page. Furthermore, the next most important function for me is quoting, which is absent from this app, as is invoicing. Other than being able to see my contacts list and todos, this app is worthless.

by Xteeezy

I love having the WORKetc app. It allows me to get the info I need at my finger tips. I love the smart lists because even though it’s not the full site I can still get the items i need for my everyday tasks. Although there is more to the website, I think the app is a great “short cut” feature to allow you to access some of the items when you’re not near your computer. Very user friendly and easy to train others on.