TrustRadius Top Rated CRM Software for Small Businesses 2015


CRM Software

Software Profile & Review Summary

WORK[etc] provides online CRM, project management, billing and help desk software as an all-in-one platform for businesses with 5 to 100 employees. The company launched the product in 2010 and although headquartered in Australia, has 70% of its customers in the U.S.

WORK[etc] customers include Creative Network, IronKap, Symturk Ltd, and Moore Engineering Services.

Company Status: Private
Customers: 1,200
Employees (per LinkedIn): 13
Pricing: Starter: $78/month for 2 users
Team: $195/month for 3 users
Foundations: $395/month for 3 users
Additional users $49/month
Best Fit For:
  • Small businesses
  • Professional services companies

WORK[etc] Customer Distribution

WORK[etc] Customer Distribution Pie Chart
Source: (29) User reviews and ratings of WORK[etc] on TrustRadius

Aggregate User Ratings of WORK[etc] on TrustRadius

Source: (29) User reviews of WORK[etc] on TrustRadius
Rating Attribute WORK[etc] # of Reviewers Contributing to Rating Average CRM Category Average
Likelihood to recommend 9.4 29 7.9
Likelihood to renew 9.5 24 8.3
Product usability 6.3 3 7.8
Product availability 10 1 9.7
Support 9.3 4 7.8
Online training 10 1 7.2
Implementation satisfaction 9.0 1 7.3

Summary of WORK[etc] Reviews

Source: (29) User reviews of WORK[etc] on TrustRadius
WORK[etc] Pros WORK[etc] Cons
Google apps, email integration
WORK[etc] integrates well with Google apps and email systems (Gmail, Outlook), allowing users to make updates directly from their inbox.
Mobile app
WORK[etc] does offer a mobile app, but many users feel it could be improved, in terms of the design and the capabilities it offers.
Note: the company launched a new iOS app in Feb. 2015, and has a new Android app in beta.
Customer support, innovation
The customer support team is helpful and quick to respond. Also, the company listens to customer feedback and is consistently adding new features.
Billing and invoicing
Some users say the billing and invoicing functionality could be improved, especially when it comes to subscription or recurring billing. Uses would also like to see additional or better integrations with accounting software such as Quickbooks and Freshbooks.
End-to-end tool, time management
The software helps businesses with multiple processes, including time management, project management, client management, expense tracking, lead tracking, calendar management, support ticket management, quote creation, and knowledgebase creation. Users offer special praise for the timesheet and time management features, allowing companies to keep track of (and optimize) how much time is spent on specific tasks, clients or projects.
Email marketing
Some users would like to see improved email marketing features, as well as integration with email marketing software products such as Mailchimp.
Ease of use
WORK[etc] is easy to use and simple for new users to pick up.

Some users really like the reports and dashboards offered in WORK[etc], especially the Gantt charts for time management. However, some users would like to see more flexibility in the reporting and to be able to build custom reports.

Tips from WORK[etc] End-Users

“Evaluation lessons: Our problem was that the system we were looking for, WORKetc, was not around or in major use when we first began evaluating systems. In addition to reading reviews and demoing products, we had the luxury of asking our 50 sister centers around the country what they were using and how it was working for them. We learned that most struggled with the same issues that turned us off to major CRM players...too salesy, too dense, too complicated, poor support, too expensive, limited functionality.”
William Mullane
Marketing Manager & Growth & Innovation Team at Boise State University -
TechHelp Manufacturing Extension Partner
Feb. 2015
“WORKetc is well suited for any company with standard sales, support, and employee management work flows. It may not take the place of some of the other extremely large CRM packages out there but for midsize companies it seems to work very well for the expense.”
David Jones
Director of Information Technology at Proficient Health
June 2014
“I strongly suggest that you test and compare other tools first. I spent 12 months looking for an affordable solution that had the features I wanted before starting with WORKetc 4 years ago.”
John Belchamber
Founder at Dementia Journeys
Jan. 2014
“Go slow, start with the basics, become familiar with the interface and then carefully consider how to implement the solution to best serve your organization.”
Mike Ramirez
President at TechGro
Dec. 2013

WORK[etc] Response to Reviewer Feedback

As of February 2015, WORK[etc] has its brand-new iOS app queued for release on the iTunes App Store. The new WORK[etc] app for Android has also officially entered the beta testing phase.

WORK[etc] is also currently developing a total overhaul of the web app that will enhance performance and productivity for larger businesses along with a second release of its integration with Xero and QuickBooks Online.