Workfacta Reviews

Love the idea behind this and think it has great potential but like others finding it frustrating in many areas. I have two businesses that I want to use this for so I may need to purchase a second license but cannot until I understand just how it works.

- Hate the fact you are not able to amend year end dates once it has been created if I decide to bring both businesses into the same year end
- Find that not being able top set single meetings really frustrating. Tried thye adhoc method but cannot set a meeting even after reviewing the help section
- You cannot delete or amend easily a series of meetings
- Cannot get the chart widgets to add to the desktop. Have set numbers for teams but these do not appear in the drop down menus for the management team or the individual teams

Because of these issues only three tacos

I'm starting to get my head around Workfacta and how it can fit into our workflow. I like the focus on performance management, structured meetings, and business objectives. While it's not a business planning tool like Upmetrics or Cuttles, the overview is sufficient for discussions in meetings. And that's, at least for us, where Workfacta excels: It helps to keep meetings on track and quickly access a dashboard where the company/team stands at any moment in time.

Now, the problem I'm having with this deal (I went for tier-2, but not sure whether to refund):
+ No White Label! Not a problem for us if the team doesn't include a person from the client side. Which it mostly does. So the Workfacta branding is cause for confusion, even if the logo is mostly displayed on an equal footing with our brand.
+ CNAME: Again, almost a standard requirement on AppSumo. And it's missing. I don't mind if the feature is on the roadmap, but it has to be included in the deal! Our customers/clients want to stay on our site, CNAME does exactly provide that function.
+ Integrations: We use Flowlu and Nifty. A lot! Tried Pluto, SuiteDash, and a couple of other SaaS, but in the end Flowlu and Nifty worked best for our purpose. Thing is, Workfact doesn't have any integrations with these platforms. Granted, the use case for Workfacta is different, but who wants to and has the time to enter opportunities, financials, sales figures manually these days? I'd urge Workfacta to hook up with a couple of great project management suites and work on webhooks and integrations that sync required data. And that functionality should be included in the deal... because, as we all know, if it's not it's not worth the promise in the comments.

So, short: I like Workfacta. It's simple. To the point. But it's too simple for serious business as long as there's no integrations, white label, and CNAME.

Seriously well designed product full of features + a great UX.
Have really enjoyed using the Workfacta software, I love the simplicity. This powerful tool is designed to simplify alignment, accountability and goal execution throughout teams in an organization from one centralized platform.

I work as a CEO mentor & Executive coach. Setting annual goals and quarterly targets is the basis of my collaboration. I teach my clients the system of setting and achieving goals. The Workfacta app is thoughtful, simple and powerful.

I can see the possibilities for the system: OKRs, SMART, 4DX.

I like the meeting management tool that is linked to quarterly and annual goals, activities, opportunities and challenges.

In other words: Vision - objectives - goals - key results - activities - meetings - outcomes - debriefings.

My experience as a professional coach and mentor: teams are empowered to plan, coordinate and collaborate, even on the go (mobile app) with this app.

25 lifetime users are very generous (regular price $49 per user per month)

I look forward to implementing it and adding it to my team. Workfacta is a powerful weapon for goal achievement and execution 📈

🙏 Thank you Workfacta and Appsumo for this opportunity and your generous offer.