Overview
What is WORKetc?
WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks…
WorkETC Review
WORK etc is the best thing around
WORK[etc] - a great four-letter word ending in k[etc]
WORKetc for small companies
Cool project management software that has more!
The perfect CRM for connecting a disconnected workforce with their clients
Great Product
WORK[etc] - Streamline your Cloud Based Tools
Amazing and Respected CRM
Wow this WORKetc turned my world upside down and now I'm playing at another level
WORK[etc] is a one-stop shop!
The importance of philosophy and your company's management.
WORKetc simply works!
Great tool!
WORKetc - Bringing all our moving pieces together from client communication to project management
Awards
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Popular Features
- Task management (13)8.787%
- Customer data management / contact management (13)8.686%
- Custom fields (13)8.484%
- Integration with email client (e.g., Outlook or Gmail) (13)7.979%
Pricing
Starter Edition
$78
Team
$195
Foundations
$395
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $78 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.6Customer data management / contact management(13) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.3Workflow management(12) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.8Opportunity management(10) Ratings
Users can track deals and create quotes.
- 7.9Integration with email client (e.g., Outlook or Gmail)(13) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.3Contract management(1) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.1Quote & order management(8) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.8Interaction tracking(2) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.3Channel / partner relationship management(1) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 9Case management(11) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.3Call center management(1) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 8.5Help desk management(12) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 7.7Lead management(10) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.1Email marketing(9) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.7Task management(13) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.8Billing and invoicing management(10) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(12) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.5Pipeline visualization(9) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.2Customizable reports(11) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.4Custom fields(13) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.2Custom objects(2) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 7.3API for custom integration(10) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.1Single sign-on capability(1) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.8Role-based user permissions(11) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.3Social data(1) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Platform
- 7.5Mobile access(13) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is WORKetc?
WORKetc Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Quote & order management
- Supported: Interaction tracking
Customer Service & Support Features
- Supported: Case management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
WORKetc Screenshots
WORKetc Video
WORKetc Integrations
WORKetc Competitors
WORKetc Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | Worldwide |
Supported Languages | Afrikaans, Czech, Monenegrin, Welsh, Danish, German, English, Spanish, French, Hindi, Italian, Lithuanian, Hungarian, Dutch, Norwegian, Polish, Portuguese, Romanian, Finnish, Swedish, Vietnamese, Greek, Russian, Tamil, Sinhala, Korean, Japanese, Chinese Traditional, Chinese Simplified |
Frequently Asked Questions
WORKetc Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 75% |
Mid-Size Companies (51-500 employees) | 25% |
Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(47)Community Insights
- Business Problems Solved
- Pros
- Cons
Users find that WORKetc allows them to conveniently store and access all their information in one place. They appreciate the integration of WORKetc with other systems, which helps consolidate data from multiple applications into a single source. This has proven useful for addressing various business problems such as scheduling, time management, customer data management, and staff oversight. By replacing multiple information silos, WORKetc has improved accountability and accuracy. The software is versatile, serving as a central hub for CRM, project management, customer support, knowledge base, sales, and marketing. Its cloud-based nature makes it suitable for companies with remote teams. Users value features like Gantt charts for managing project timelines and customization options that allow them to tailor the software to their specific needs.
WORKetc streamlines project management and enables effective communication with clients. It is relied upon by users across different departments including IT, support, product development, and more. They use it for tasks like support ticket management, time tracking, invoicing, and meeting project deadlines. The software also assists in tracking potential and current clients, scheduling regular contact, and managing internal development projects. Users highlight the intuitive and convenient nature of WORKetc, particularly its ability to attach email chains to projects or to-do lists. They appreciate the customization options that enable them to personalize the software according to their requirements.
Regular updates and responsiveness to user feedback are among the praised qualities of WORKetc. The software has gained widespread adoption within organizations as it provides a centralized location for managing enterprise communication, leads, customers, projects, and employee time, expenses, and support tickets. Its seamless functionality has streamlined various business processes such as sales, marketing, CRM, quotes generation, and invoicing. Users value the support and project management features offered by WORKetc as they make their daily tasks as business managers easier.
Additionally, WORKetc integrates well with Google Apps/Gmail which enhances accessibility to important information when on the go. Reviewers also express satisfaction with the customer support provided, citing prompt and friendly assistance. The software's versatility to handle the entire business process rather than being limited to a specific function is another aspect that users appreciate. They find value in the ability to set up recurring charges for easy monthly management. Some reviewers mention areas for improvement such as the invoicing module, requesting subtotals by service and summaries for quicker costing by clients.
WORKetc has successfully served different organizations across various industries, including Boomer Consulting, restaurant development companies, service-based companies, small medical industry companies, SMEs, independent trainers, and business coaches, assisting them in managing different aspects of their business processes. WORKetc is utilized across the entire organization for keeping track of billable time, generating invoices, and managing support tickets. The software's reporting services are also valued for tracking important statistics.
WORKetc finds application in various departments such as IT, Marketing, Sales, Management, Support, and Engineering, bringing transparency and collaboration to these teams. It captures sales leads, generates quotations, manages projects and billing items. Users also rely on it for tasks, to-do lists, contacts, knowledge base management, and time sheets. While some users have faced challenges with the project management module and found the reporting feature ineffective, the integration with QuickBooks has provided convenience for users. Its ability to consolidate all projects into one accessible location for everyone involved with the same client or region is highly appreciated.
Users appreciate features like retention projects which allow them to showcase their work to clients. Sales and marketing teams utilize WORKetc to share information, track accounts, and improve communication. Moreover, users create weekly and monthly sales reports to enhance their sales strategy. The software continues to evolve based on user feedback with regular updates that address user needs and requirements effectively.
Overall, WORKetc proves to be a versatile tool that streamlines business processes across organizations and addresses a wide range of needs such as project management, CRM, customer support, sales, and marketing. Users appreciate its intuitive interface, customization options tailored to their requirements, and the centralization of information that enhances accessibility and collaboration.
Integration with Google Apps: Users have found the integration of WORKetc with Google Apps to be of tremendous value, allowing for seamless navigation between WORKetc tools and Google Apps. This feature has been praised by numerous reviewers for its ability to enhance productivity and streamline workflows.
Continuous improvement: Reviewers appreciate that WORKetc is committed to continuous improvement, regularly unveiling new features and improvements. Many users have expressed their satisfaction with the company's dedication to enhancing the software based on customer feedback, making it a popular choice for those who value ongoing development.
Time tracking and job costing: The time tracking and job costing features of WORKetc are highly praised by users. These tools allow users to track their tasks accurately and budget appropriately, ensuring efficiency in project management. Several reviewers have specifically highlighted these features as valuable additions that contribute to their overall positive experience with WORKetc.
Syncing Feature Confusing: Some users have found the syncing feature between Gapps and WORKetc to be confusing and not intuitive. They have mentioned that it was difficult to understand how to sync their Google apps with the software, resulting in frustration and wasted time.
Improvements Needed in Recurring Charges: Several users have requested a simpler and more intuitive recurring charges feature. They have expressed that the current process for setting up recurring charges is complicated and cumbersome, requiring extra steps and causing confusion.
Invoice Layout Could Be Improved: Users have mentioned that the invoice layout could be improved, specifically with subtotals by type and summaries at the bottom for costing. Many reviewers feel that the current invoice layout lacks clarity and organization, making it difficult to understand the breakdown of costs. They believe that adding subtotals by type would provide better visibility into expenses, while summaries at the bottom would give a clearer overview of total costs.
Attribute Ratings
- 8.2Likelihood to Renew30 ratings
- 9.1Availability3 ratings
- 8.2Performance4 ratings
- 8.2Usability5 ratings
- 8.2Support Rating5 ratings
- 8.2Online Training2 ratings
- 9.1Implementation Rating2 ratings
- 9.1Configurability1 rating
- 8.2Product Scalability2 ratings
- 4.5Ease of integration1 rating
- 8.2Vendor pre-sale1 rating
- 8.2Vendor post-sale1 rating
Reviews
(1-1 of 1)Being a project manager with over 10 simultaneous projects for my business, I spend a lot of time communicating with my clients, suppliers and my network. One of the problems I had before I started with WORKetc was, how to just quickly add a task to my task list? How to make a note on a possible lead, when I receive an important email from within a network? How to just start a new project when I receive a now project request or someone reacts on my offer through an email?
Now I have WORKetc, I can just continue doing what I was doing, reading and processing my emails. But now with an extremely efficient workflow. After receiving an interesting email, I just add a new lead and add a new client to it, from my gmail in Google apps. The lead goes right to my WORKetc. Also I add possible projects right from my email. And also I archive important emails to an existing project.
I have been using many project management tools within Google apps so far, but this beats everything. For a busy project manager / program director working with many projects this is an incredible upgrade of my day to day workflow. I just started with this and within two weeks this has saved me a lot of time and money.
The last thing I want to tell is that there are real people at WORKetc!
The only 3 things they need are:
1) Integration with Zapier (I need this as my business model is moving from manual based to automation). I want to run automated processes from lead capture to product delivery.
2) Maybe a process automation engine (heck I'm demanding).
3) A mobile app that is a little bit more intuitive. Just the Apple standards. I'm used to my conventions.
Otherwise you will not regret buying this subscription.
PS: I'm so unhappy that they do not have this... it is costing me money... an AFFILIATE SYSTEM. PLEASE GUYS LET ME MAKE MONEY WITH WORKetc. Give me my affiliate link PLEASE!!! I can sell this to ALL MY CLIENTS. I won't do that if I don't have an affiliate.
There you have it.. I want to get a piece of their business. Lucky you.
- Link everything with everything
- Timesheets
- Reports
- Offers and invoices in flexible templates
- Zapier integration
- Automated process management
- User interface in the Ipad/iphone convention
- Customer data management / contact management
- 90%9.0
- Workflow management
- 60%6.0
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Quote & order management
- 70%7.0
- Case management
- 80%8.0
- Help desk management
- 80%8.0
- Email marketing
- 40%4.0
- Task management
- 100%10.0
- Billing and invoicing management
- 70%7.0
- Reporting
- 80%8.0
- Pipeline visualization
- 60%6.0
- Customizable reports
- 70%7.0
- Custom fields
- 90%9.0
- API for custom integration
- 30%3.0
- Role-based user permissions
- 90%9.0
- Mobile access
- 60%6.0
- Labour productivity sky rocketed. We are playing the game of project management at another level now.
- They are really helpful and the team is growing but they stay personal.
- The founder is a visionary. They are a micro multinational themselves.
- The really use their own system. They don't sell you CRM and use it from other people.
- They need to be a little more responsive to coaches, writers, webinar organizers. I'm moving to this market and there I want to run productions instead of projects. So they need to move and let me integrate all other apps with Zapier. this is a big miss right now. But overall if you are in the project management this is the best.
timesheet
lead management
design
video production
story telling
Virtual marketing manager is junior manager
We have social media skills. We have video production skills, and marketing skills.
- From lead capture to delivery
- Time managment
- Invoicing
- to produce memorable online events -- videos and short films
- to craft a launch plan for our events
- to transition from a fixed price project based company to an online launch based company
- turning from consultant into a micro multinational, YEAAAH
- Process automation... if they got an engine they could compete with acitivecampaign
- ontraport is the target and leadpages.... if they get page management we could deliver the experience through the system.
- Payment processor. If they provide payment processing after your customer buys in a webinar we could drop a specialized cart.
- Price
- Product Features
- Product Usability
- Implemented in-house
- none
- none
- none maybe now that would be importing existing projects and clients and correspondance.
- Online training
- Self-taught
you need to follow a standard project management methodology like Prince II. I'm Prince II certified professional. You need to have some basic understanding of project management before you begin. Eg. milestones, tasks, mini projects, general program Gantt chart. Because otherwise the system gives you too much options. This is like driving a helicopter. If you cannot even ride a bike you won't appreciate it. If you are used to drive the ferarri in projectmanagement, you will be ready to fly and you will really love this system.
You need a method for task management. There are many but we used the proven Getting Projects Done Right in all our projects. This is owned by David Allen. Although we are not the certified in the Caribbean area to use this methodology we can help you with the Dream Things Done method. It is completely different and universal and I have been improving this during the last 20 years. My first job was a project manager in the Caribbean. If you are a business owner that also wants to own our SFS- formula for launching big projects online (we call them launching memorable experiences and campaigns and no project) contact us at mydreambusinesscoach.com/contact. You can also sign up for our free webinars at sign-up.mydreambusinesscoach.com so you get up to speed right away. Finally go to your mydreambusinesscoach.com/services page to see how we launch our services. This is all done with worketc.com.
We have also invested in the style of invoices to fit our brand.
We are currently working on building customized progress reports and risk logs out of the system in our brands. And in the future we want to work on the integration with Google Docs. To get them right from WE.
Extending the documentation / knowledge area so you can chat with your team live like with skype would be great. Now we have to copy all chats and paste them into the description of the task at hand or project at hand.
When you add a task below a project assigned to John the task needs to be added to John by default. This is not happening now.
Process automation can be improved. ActiveCampaign beats WE with automatisation. If AC gets project management capabilities WE could be in trouble.
Dan, thanks for the illusion that I was special. ; o )
No, just kidding: they treat you like you are part of their business.
- gmail plugin
- timesheet
- gantt chart
- iphone layout and user interface
- working from an iphone
- I want to be able to key in a list of actions without entering all the details. On an iphone I'm in a hurry. It needs to be task based. Now it is the same features as the desktop version.
- gmail
Wanted an integration for zapier for about 6 months now. That one is really really difficult to get. They are working on other priorities. Maybe I'm the only one asking for this. And I understand that.
- ZAPIER
- ZAPIER
- ZAPIER
- WEBINARJAM
- SWEETPROCESS
- CLICKFUNNELS
- SAMCART
- Google analytics
- HOOTSUITE
- FACEBOOK PAGES
- FACEBOOK ADDS
- FACEBOOK GROUPS
- File import/export
- Single Signon
- AppExchange or similar marketplace
They got a lot of data. They need to support us to grab that data and do whatever we want with it. They got great reports. But what we want to chart out is the Customer Journey. ActiveCampaign is giving you awesome reports about your customers.
So the marketing team at WE needs to take a look at what is happening in the market of Personal Business Development and see who is servicing that market online. They are letting other people grab this money. I'm in that market and investing. If you own a small service based business go to mydreambusinesscoach.com/contact to contact and ask your question.
- user interface
- mobile user interface
- user interface
- history of calls
- chat like skype and whatsapp
- better Iphone and ipad UI