Top 4 WORKetc App Integrations, As Picked by Real Users

There’s not a lot WORKetc can’t do when it comes to managing a small business, what with its built-in CRM, project management, billing, timesheets, and customer support modules.

It’s an entire business management ecosystem unto itself without even plugging in any additional third-party apps.

We do recognize, however, that some businesses have their own app setups that work for them, and just like how we don’t force WORKetc users into having only one processes or workflow, we’ve also built in some powerful integrations into the app that lets users have full control over their own specific app ecosystems.

We’re always looking to improve these integrations and make them do more for less effort, and so recently we polled our top WORKetc Insiders members to get an inside look at which integrations are being used the most by real WORKetc users and how they’ve helped them run their businesses more effectively and more efficiently.

Here’s what we found.

#1. Gmail

Turn any email into a new contact, assign a new sales lead, update a project—you can do all of these and more without even leaving your email inbox with the WORKetc Gmail gadget.

Unsurprisingly, the ability to manage an entire business from right within Gmail proved to be the most popular integration we have. Here’s what they had to say about it:

In the event that an email is outside of our usual ticketing scope, I’m able to fashion the content of the message into something workable within our support environment. – Cody Howard, Peak Performance Solutions

We can connect emails in our Gmail inbox to the activity stream in the communication in WORKetc; it makes tracking progress a lot more effective. – Stan Zaslavsky, Eagle Vision

I never have to leave my email and I’m still able to document everything plus do my time for work done. – Donna Grindle, Kardon Group

The ability to attach relevant communications to a project/ticket/contact and then immediately jump to that project/ticket/contact has saved us a lot of time, both in efficiency and removing opportunities for miscommunication. – Peter Freeman, Woof Media

#2. Outlook

Similar to the Gmail gadget, the WORKetc Outlook add-in lets you do everything from creating and assigning contacts and sales leads to updating projects, tasks, and support tickets without leaving your email inbox.

With email’s ever-increasing importance in how small businesses are run these days, we figured that Outlook and Gmail would be neck and neck in the integrations usage race, and we weren’t wrong.

Here’s what our heaviest Outlook integration users had to say about the WORKetc Outlook add-in:

Our office as well as most of our clients exclusively use Outlook for email so the integration with WORKetc helps save time by being there for quick access. If something comes to your attention while you’re reading your email, you can instantly add that information to a new contact or new ticket. – Tim Scheidler, My CU Services LLC

It enables us to store email communications to clients records, easily ensuring all team members can be updated on client progress and any of our employees can assist clients when necessary – Charlotte Baker, Responsible Solutions LTD

I can create support tickets within Outlook. Makes that step much faster. – Celina Garcia, tekRESCUE

#3. G Suite

With WORKetc’s G Suite integration, you can access all of your Google Drive files from inside WORKetc, transfer and sync contacts through our two-way Google Contacts sync and conflict resolution tool, and stay on top of all your important appointments and events with our Google Calendar sync.

Gmail is, of course, part and parcel of Google’s larger G Suite offering, but even without including Gmail in the mix, a lot of our users chose the other G Suite integration features as their most used integrations.

More of our corporate workers are moving across the country joining a remote workforce that makes up almost 50% of our corporate workers. In this landscape, it is vitally important that we have online access to all documents, projects, etc. 24/7 to accommodate clients across all time zones. Prior to WORKetc, we were already utilizing the G Suite of products to increase efficiency and communication to choosing a project management system with strong integration was a non-negotiable. – Melissa Bailey, Wound Care Advantage

It is great to have our knowledge base in google drive, and an easy repository for all documents. One place to look for what we need. – Malissa Fonte, Atcom Technology

#4. QuickBooks Online / Xero Accounting

Our number 4 top integration is actually a toss up between QBO and Xero Accounting; according to the data, it’s basically just a matter of personal preference for our users which one they use.

Both integrations allow you to expand QBO and Xero’s robust accounting features and turn them into complete business management solutions with everything from CRM and project management to customer support.

Invoices created in WORKetc can be synced and pushed through to QBO or Xero, letting you keep track of every single billable dollar that you earn. You can also consolidate invoices and payments in WORKetc and push them through to Xero with just a few clicks, and seamlessly share and sync billable details between WORKetc and QBO as well as automatically sync payments made against WORKetc invoices.

The combination of using timesheets to track daily time and recurring billing and making them flow straight into QBO has created major time (and cost) savings for our business. – David Grace, Abacus Web Services