What users are saying about
24 Ratings
47 Ratings
24 Ratings
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Score 8.7 out of 100
47 Ratings
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Score 7 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

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 | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
WORKetc
7.9
Customer data management / contact management
Close
7.9
WORKetc
8.6
Workflow management
Close
8.2
WORKetc
8.3
Territory management
Close
8.0
WORKetc
Opportunity management
Close
8.4
WORKetc
7.8
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
WORKetc
7.9
Contract management
Close
10.0
WORKetc
7.3
Interaction tracking
Close
7.5
WORKetc
7.8
Channel / partner relationship management
Close
9.7
WORKetc
7.3
Quote & order management
Close
WORKetc
8.1

Customer Service & Support

Close
9.2
WORKetc
8.3
Case management
Close
8.0
WORKetc
9.0
Call center management
Close
9.7
WORKetc
7.3
Help desk management
Close
10.0
WORKetc
8.5

Marketing Automation

Close
8.9
WORKetc
7.4
Lead management
Close
7.7
WORKetc
7.7
Email marketing
Close
10.0
WORKetc
7.1

CRM Project Management

Close
7.4
WORKetc
8.1
Task management
Close
5.5
WORKetc
8.7
Billing and invoicing management
Close
10.0
WORKetc
7.8
Reporting
Close
6.7
WORKetc
7.9

CRM Reporting & Analytics

Close
9.3
WORKetc
7.3
Forecasting
Close
10.0
WORKetc
Pipeline visualization
Close
8.0
WORKetc
7.5
Customizable reports
Close
10.0
WORKetc
7.2

Customization

Close
8.0
WORKetc
8.0
Custom fields
Close
8.0
WORKetc
8.4
Custom objects
Close
10.0
WORKetc
8.2
Scripting environment
Close
8.0
WORKetc
API for custom integration
Close
6.0
WORKetc
7.3

Security

Close
7.8
WORKetc
8.9
Single sign-on capability
Close
8.0
WORKetc
9.1
Role-based user permissions
Close
7.5
WORKetc
8.8

Social CRM

Close
10.0
WORKetc
7.3
Social data
Close
10.0
WORKetc
7.3
Social engagement
Close
10.0
WORKetc

Integrations with 3rd-party Software

Close
7.0
WORKetc
Marketing automation
Close
7.0
WORKetc

Platform

Close
10.0
WORKetc
7.5
Mobile access
Close
10.0
WORKetc
7.5

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

WORKetc

  • 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 | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Ian Nicholson | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 30 answers
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
Deanna Perkins | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

WORKetc

WORKetc 8.2
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 | TrustRadius Reviewer

Reliability and Availability

Close

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera | TrustRadius Reviewer

Performance

Close

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
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 | TrustRadius Reviewer

Support Rating

Close

Close 7.0
Based on 1 answer
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Anonymous | TrustRadius Reviewer

WORKetc

WORKetc 8.2
Based on 5 answers
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
William Mullane | TrustRadius Reviewer

Online Training

Close

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera | TrustRadius Reviewer

Implementation Rating

Close

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 9.1
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 | TrustRadius Reviewer

Alternatives Considered

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Jason Vance | TrustRadius Reviewer

WORKetc

We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
Regan Barrett | TrustRadius Reviewer

Scalability

Close

No score
No answers yet
No answers on this topic

WORKetc

WORKetc 8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera | TrustRadius Reviewer

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

WORKetc

  • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
Keith Klein | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

WORKetc

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

WORKetc Editions & Modules

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

Rating Summary

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