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WORKetc
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WORKetc Features
What are the features of WORKetc?
Platform
- Customization
- Workflow Capability
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
Marketing Automation
- Campaign Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
Technology Glossary Features
View definitions of the features and discover new technology terms.
WORKetc Categories on G2
Filter for Features
Platform
Customization | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 88% (Based on 19 reviews) | |
Workflow Capability | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 89% (Based on 19 reviews) | |
User, Role, and Access Management | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 92% (Based on 19 reviews) | |
Internationalization | Based on 12 WORKetc reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 82% (Based on 12 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 91% (Based on 19 reviews) | |
Output Document Generation | Based on 13 WORKetc reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 82% (Based on 13 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 24 WORKetc reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 92% (Based on 24 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 22 WORKetc reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 85% (Based on 22 reviews) | |
Task / Activity Management | Based on 25 WORKetc reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 87% (Based on 25 reviews) | |
Territory & Quota Management | Based on 14 WORKetc reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 81% (Based on 14 reviews) | |
Desktop Integration | Based on 21 WORKetc reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 80% (Based on 21 reviews) | |
Product & Price List Management | Based on 21 WORKetc reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 83% (Based on 21 reviews) | |
Quote & Order Management | Based on 20 WORKetc reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 83% (Based on 20 reviews) | |
Customer Contract Management | Based on 18 WORKetc reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 85% (Based on 18 reviews) |
Marketing Automation
Email Marketing | Based on 18 WORKetc reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 80% (Based on 18 reviews) | |
Campaign Management | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 80% (Based on 19 reviews) | |
Lead Management | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 91% (Based on 19 reviews) | |
Marketing ROI Analytics | Based on 13 WORKetc reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 81% (Based on 13 reviews) |
Customer Support
Case Management | See feature definition | Based on 26 WORKetc reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 90% (Based on 26 reviews) |
Customer Support Portal | Based on 24 WORKetc reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 87% (Based on 24 reviews) | |
Knowledge Base | Based on 26 WORKetc reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 83% (Based on 26 reviews) | |
Call Center Features | Based on 12 WORKetc reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 88% (Based on 12 reviews) | |
Support Analytics | Based on 16 WORKetc reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 89% (Based on 16 reviews) |
Integration
Data Import & Export Tools | Based on 16 WORKetc reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 83% (Based on 16 reviews) | |
Integration APIs | Based on 14 WORKetc reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 80% (Based on 14 reviews) | |
Breadth of Partner Applications | Based on 14 WORKetc reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 68% (Based on 14 reviews) | |
Data Import & Export Tools | Not enough data | ||
Integration APIs | Not enough data | ||
Breadth of Partner Applications | Not enough data | ||
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices | Not enough data | |
Front Office | Integrate with CRM, marketing, or customer service software. | Not enough data | |
Back Office | Provide integration with accounting software and ERP systems. | Not enough data | |
External data | Connect to external data sources such as databases or BI software. | Not enough data | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrates with other payments software | Not enough data |
Mobile & Social
Social Collaboration Features | Based on 15 WORKetc reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 72% (Based on 15 reviews) | |
Social Network Integration | Based on 16 WORKetc reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 70% (Based on 16 reviews) | |
Mobile User Support | Based on 23 WORKetc reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 70% (Based on 23 reviews) |
Reporting & Analytics
Reporting | Based on 26 WORKetc reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 88% (Based on 26 reviews) | |
Dashboards | Based on 27 WORKetc reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 85% (Based on 27 reviews) | |
Forecasting | Based on 19 WORKetc reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 85% (Based on 19 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. | Not enough data | |
Basic Reporting | Not enough data |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | Not enough data | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | Not enough data | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. | Not enough data | |
Building and Personalizing Emails | Not enough data | ||
Sending Outbound Emails | Not enough data | ||
Manage Email Deliverability | Not enough data | ||
Automated Email Responses | Not enough data | ||
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments | Not enough data | |
Batch Processing | Process multiple invoices without human intervention | Not enough data | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments | Not enough data |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
Cashflow | Analyze variations between incoming and outgoing cash | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Payment Tracking | Track different types of payment such as deposits or partial payments | Not enough data |
Automation
Workflows | Provide standard workflows that can be used accross the company. | Not enough data | |
Customization | Allow administrators to configure workflows and processes. | Not enough data | |
Data repository | Deliver a single data repository for all project information. | Not enough data |
Administration
Permissions | Define and manage roles and access rights for the entire system. | Not enough data | |
Procedures | Maintain procedures for data access and governance. | Not enough data | |
Remote Work | Allow users to use the system online and on mobile devices. | Not enough data |
Project management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Planning | Plan and create work breakdown structure (WBS) based on the scope of the project. | Not enough data | |
Views | Create customized project views for internal and external purposes (eg: for customers). | Not enough data | |
Scheduling | Allocate resources by matching capacity and demand, by project, team, or department. | Not enough data | |
Critical Path | Automatically calculate the critical path for projects and update it when projects change. | Not enough data | |
Dashboards | Deliver dashboards that display project data and KPIs in real time. | Not enough data |
Workload
Resource Allocation | Monitor resource allocation to identify shortages and adjust accordingly. | Not enough data | |
Workspace | Define customizable workspace for teams, departments, and external users. | Not enough data | |
Configuration | Provide drag and drop options to configure workspaces. | Not enough data | |
Insights | Monitor work accross the company and analyze performance. | Not enough data |
Communication & Collaboration
Communication Channels | Support multiple channels for internal and external communications. | Not enough data | |
Document Management | See feature definition | Allow users to share and collaborate on documents and files. | Not enough data |
Collaboration | Help users meet, share workspaces, and collaborate on tasks. | Not enough data |
Cost Management
Project Budgeting | Associate a budget with a project and allocate it accordingly by task or resource. | Not enough data | |
Time & Expense | Track time and expenses associated with projects or tasks. | Not enough data | |
Profitability | Monitor project proftability by team or department. | Not enough data |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Billing | Ability to convert invoices to digital formats such as PDF | Not enough data |
Bill Processing
Management | Manage invoicing for different types of products or services | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Email Marketing
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
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