What users are saying about
22 Ratings
Top Rated
46 Ratings
22 Ratings
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Score 7.6 out of 101
Top Rated
46 Ratings
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Score 7.8 out of 101

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Likelihood to Recommend

ActiveCollab

We have a marketing company. If you are an agency of any size and work with clients, it's easy to give your clients full access to whatever you want them to see. We allow our clients to see how their projects/tasks are going, but there is even a hidden from clients button on any task that allows you to give full visibility into any task for any and all clients.
Chris Lesner profile photo

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Melissa Bailey profile photo

Feature Rating Comparison

Project Management

ActiveCollab
7.4
WORKetc
Task Management
ActiveCollab
9.3
WORKetc
Resource Management
ActiveCollab
7.5
WORKetc
Gantt Charts
ActiveCollab
6.1
WORKetc
Scheduling
ActiveCollab
6.5
WORKetc
Workflow Automation
ActiveCollab
7.0
WORKetc
Team Collaboration
ActiveCollab
8.6
WORKetc
Support for Agile Methodology
ActiveCollab
6.7
WORKetc
Support for Waterfall Methodology
ActiveCollab
7.0
WORKetc
Document Management
ActiveCollab
9.0
WORKetc
Email integration
ActiveCollab
8.0
WORKetc
Mobile Access
ActiveCollab
6.8
WORKetc
Timesheet Tracking
ActiveCollab
8.5
WORKetc
Change request and Case Management
ActiveCollab
5.3
WORKetc
Budget and Expense Management
ActiveCollab
7.0
WORKetc

Professional Services Automation

ActiveCollab
6.2
WORKetc
Quotes/estimates
ActiveCollab
5.7
WORKetc
Invoicing
ActiveCollab
6.5
WORKetc
Project & financial reporting
ActiveCollab
7.7
WORKetc
Integration with accounting software
ActiveCollab
5.0
WORKetc

Sales Force Automation

ActiveCollab
WORKetc
7.9
Customer data management / contact management
ActiveCollab
WORKetc
8.6
Workflow management
ActiveCollab
WORKetc
8.2
Opportunity management
ActiveCollab
WORKetc
7.9
Integration with email client (e.g., Outlook or Gmail)
ActiveCollab
WORKetc
7.9
Contract management
ActiveCollab
WORKetc
7.3
Quote & order management
ActiveCollab
WORKetc
8.0
Interaction tracking
ActiveCollab
WORKetc
7.8
Channel / partner relationship management
ActiveCollab
WORKetc
7.3

Customer Service & Support

ActiveCollab
WORKetc
8.3
Case management
ActiveCollab
WORKetc
9.0
Call center management
ActiveCollab
WORKetc
7.3
Help desk management
ActiveCollab
WORKetc
8.6

Marketing Automation

ActiveCollab
WORKetc
7.2
Lead management
ActiveCollab
WORKetc
7.6
Email marketing
ActiveCollab
WORKetc
6.9

CRM Project Management

ActiveCollab
WORKetc
8.2
Task management
ActiveCollab
WORKetc
8.8
Billing and invoicing management
ActiveCollab
WORKetc
8.0
Reporting
ActiveCollab
WORKetc
7.9

CRM Reporting & Analytics

ActiveCollab
WORKetc
7.3
Pipeline visualization
ActiveCollab
WORKetc
7.5
Customizable reports
ActiveCollab
WORKetc
7.2

Customization

ActiveCollab
WORKetc
8.0
Custom fields
ActiveCollab
WORKetc
8.4
Custom objects
ActiveCollab
WORKetc
8.2
API for custom integration
ActiveCollab
WORKetc
7.4

Security

ActiveCollab
WORKetc
9.0
Single sign-on capability
ActiveCollab
WORKetc
9.1
Role-based user permissions
ActiveCollab
WORKetc
8.9

Social CRM

ActiveCollab
WORKetc
7.3
Social data
ActiveCollab
WORKetc
7.3

Platform

ActiveCollab
WORKetc
7.5
Mobile access
ActiveCollab
WORKetc
7.5

Pros

  • Daily notifications to the mail about upcoming tasks and expired, if any.
  • Preparation of financial reports and tasks for specific projects. You can form for individual tasks, employees and other criteria.
  • The availability of the gantt chart greatly simplifies the process of building the project, as it is an effective tool that helps to see the order of tasks to be performed.
Иван Шайхисламов profile photo
  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Donna Grindle, CHPSE, CHPC profile photo

Cons

  • I would like to supplement the mobile application with the functionality that the service has in the desktop version, for more efficient work.
  • Sorting projects and tasks is not always convenient, I would like to customize it for myself.
Иван Шайхисламов profile photo
  • We really want to be able to control subscription billing better. We sell tech support contracts with a set number of hours in the contract. We have a work around for doing it within the invoicing system but it would be much better if we could handle it properly.
  • Reporting tools are not as flexible and capable as we really need. There are lots of things we have to dump to a spreadsheet and attempt to pull the data we need there instead of directly from the application tools. This is especially important when it comes to the financials.
  • Mobile app for iOS is a long time coming. We have seen videos for months with no product yet but if it does work like they say this would be solved. The current iOS app is completely useless to us.
Donna Grindle, CHPSE, CHPC profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 30 answers
We already renewed and are in the process of executing a yearly contract. We tried all other major CRM systems and found them lacking. WORKetc has the potential to almost perfectly meet all of our business management needs - NOT JUST CRM - but also creating quotes, managing projects and events, billing and producing reports
William Mullane profile photo

Usability

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 5 answers
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Marc Korody profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
WORKetc9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera profile photo

Performance

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 4 answers
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
William Mullane profile photo

Support

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 5 answers
They are good. Only thing see above.
Runy Calmera profile photo

Online Training

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera profile photo

Implementation

No score
No answers yet
No answers on this topic
WORKetc9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman profile photo

Alternatives Considered

ActiveCollab has all the functions that are in these services, unlike them. Not everywhere there is a diagram of gantt. And somewhere the interface is very rewarded and in general looks obsolete.
Иван Шайхисламов profile photo
We don't use the CRM parts - only the Time & Billing - can't really comment!
Marc Korody profile photo

Scalability

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera profile photo

Return on Investment

  • We began to finish projects on time, which undoubtedly will influence the return of customers
Иван Шайхисламов profile photo
  • Streamlined email communications
  • Centralised project and task management for routine business activities (e.g. licensing)
  • Streamlined lead management
  • Integration with Xero Accounting
Ross Hendy profile photo

Pricing Details

ActiveCollab

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$6.25*
1.  per member, per month, annual billing
ActiveCollab Editions & Modules
ActiveCollab
On-premise Edition
Self-Hosted Plan
$9991
1. license
SaaS Edition
Member annually
6.251
Addition - Get Paid Bundle Annually
$21
Addition - Get Paid Bundle Monthly
2.52
Member monthly
$72
1. per member, per month, annual billing
2. per member, per month, monthly billing
Additional Pricing Details

WORKetc

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
WORKetc Editions & Modules
WORKetc
Edition
Starter Edition
$781
Team
$1952
Foundations
$3953
1. Per Month for up to 2 Users
2. Per month for up to 3 Users (Each extra user + $49/month)
3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details