Skip to main content
TrustRadius

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…

Read more
Recent Reviews

TrustRadius Insights

Users find that WORKetc allows them to conveniently store and access all their information in one place. They appreciate the integration …
Continue reading

WORKetc simply works!

10 out of 10
August 19, 2015
Before WORKetc the information that one of our employees needed at any one time could be in as many a 4 different applications or systems. …
Continue reading

Great tool!

9 out of 10
June 04, 2015
Work[etc] is a great cloud based tool.I work in Non profit organisation and this service is great for our work. All members of my team use …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 25 features
  • Task management (13)
    8.7
    87%
  • Customer data management / contact management (13)
    8.6
    86%
  • Custom fields (13)
    8.4
    84%
  • Integration with email client (e.g., Outlook or Gmail) (13)
    7.9
    79%
Return to navigation

Pricing

View all pricing

Starter Edition

$78

Cloud
Per Month for up to 2 Users

Team

$195

Cloud
Per month for up to 3 Users (Each extra user + $49/month)

Foundations

$395

Cloud
Per month for up to 5 Users (Each extra user + $59/month)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.worketc.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $78 per month
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.4
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.1
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.3
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
Avg 7.6

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.

8.9
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.3
Avg 7.3

Platform

7.5
Avg 7.5
Return to navigation

Product Details

What is WORKetc?

WORKetc is a tool that helps teams across the business to communicate and collaborate more efficiently. It captures contact information and leads from a website using the WORKetc form, then tracks that lead progress, along with all activities and communication, until the sale is closed. Projects created in WORKetc can manage deliverables, timelines, and assignments, and it will track the project's budget throughout the lifecycle of the project. WORKetc can also generate invoices for customers. Its helpdesk functionality manages post-sale support for customers, and all information is kept in one system, making it easier for teams to be aware of every step.

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

Screenshot of WORKetc's customizable dashboard - gives an instant bird's eye view of data. A summarized widget for all of WORKetc's modules can be added to the dashboard, while those that are not needed can be hidden and the most important can be dragged to the top.Screenshot of WORKetc contacts - organized in a single location. Every item created, every activity worked on, and all email correspondence can be traced back to a contact. These automatically become accessible and trackable from that contact's activity history stream, a filterable, customizable list that tracks the relationship with that contact.Screenshot of WORKetc's projects - the bins for everything related to a client including tasks, sub-projects, discussion, files, timesheets, expenses, and other items. WORKetc allows unlimited nesting of sub-projects within projects and an unlimited number of tasks within each sub-project. Multiple project views are available, including project tree view and a Gantt Chart.Screenshot of one of WORKetc has over 40 "out of the box" reports, giving access to needed stats and information. The reports that are used most often can be kept in the "My Reports" tab to keep them at the forefront of the reporting area. Reports can also be bookmarked.

WORKetc Video

Introducing WORKetc, a Web Based CRM + Projects + Billing App

WORKetc Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesWorldwide
Supported LanguagesAfrikaans, 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 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 Online, Outlook, Dropbox, and Evernote.

WORKetc starts at $78.

NetSuite ERP, Salesforce Sales Cloud, and Sugar Sell (SugarCRM) are common alternatives for WORKetc.

Reviewers rate Case management highest, with a score of 9.

The most common users of WORKetc are from Small Businesses (1-50 employees).

WORKetc Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)75%
Mid-Size Companies (51-500 employees)25%
Enterprises (more than 500 employees)0%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(47)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

Reviews

(1-25 of 28)
Companies can't remove reviews or game the system. Here's why
Regan Barrett | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Keith Klein | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
After the Great Recession, I wanted to reduce the complex system of non-interoperable programs we were using. The idea of one simple, comprehensive system (coupled with Google Apps, that is) appealed to me a great deal. The accountability and documentation features are a very pleasant, very large PLUS. We have yet to tap into anywhere near the complete functionality WORK[etc] offers! We used NetSuite for a while, but it was far more complex, less user-friendly, and cost a bloody fortune.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We decided to go with WORKetc because it was cheaper than what was offered from the other companies. We liked that the interface was very user-friendly and customer service is very easy to get in contact with. Our company was just starting so it was a good way for us to be organized from the beginning.
Melissa Bailey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Smartsheet was a never-ending to do list of unattached items. It wasn't creating a database for us to continue to pull from. WORK[etc] is both project managing and client managing at the same time.
Randy Bryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
WORK[etc] beats Google Drive hands down for CRM, time tracking, and tickets. We have used Google Drive for each of these before. We were using Basecamp for support tickets (projects). WORK[etc] beats that one hands down. We now only use Google Drive to keep track of detailed customer info such as network info, passwords, and such.
February 20, 2017

Amazing and Respected CRM

Jaymes Baker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • User-friendly mobile apps, easy to define customization features.
  • The reputation of the company is also a big plus. A lot of people we deal with have heard of the software and are impressed that we use it.
  • There is a great online presence when looking for solutions and feature building.
Joe Gilbert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I used HelpSTAR when I first started working with Virtual Resort Manager. This was comprehensive CRM software as well, but I found the learning curve was much more difficult. Companies don't have time to catch up on such a key resource. Once we made the switch, Work[etc]'s philosophy "If its not in Work[etc] , it doesn't exist" You can make this statement with trusting fully in what it has to offer.
August 19, 2015

WORKetc simply works!

Michael Hill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • ConnectWise
A management team of 4 people were split on ConnectWise. We saw the robustness of the product - we saw also how complex the setup would be. We anticipated a 2 or 3 month integration period. WORKetc seemed much easier to implement - for our purposes it was as robust as ConnectWise. All 4 of our management team was onboard for it.
William Mullane | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
My team demoed every major CRM on the market and came away confused and disappointed. Our sister centers in all 50 states are using a variety of CRMs to manage their businesses. None of them are completely happy. We think WORKetc has the potential to be a near perfect solution for us and our sister centers.
Donna Grindle, CHPSE, CHPC | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Solve360 was our previous tool. It worked fine to capture the information but not for our type of activity where we needed to have one client that may have multiple support issues, training plans, projects, and long term plans all moving at the same time. We tested Salesforce but the costs and integration weren't acceptable for us plus we would have to manage many more parts of the tool to add functionality.
Score 8 out of 10
Vetted Review
Verified User
  • In House Development,ReadyDesk
We are too busy focusing on our business to worry about creating our own alternative. With all of the features available in WorkEtc, it would take us years to have a system that gave us everything we needed and the quality that our customers expected. There are also features that we did not know if we wanted at first but have found them useful.
Ian Nicholson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Most CRM systems for SMEs are designed for manufacturers. Worketc is designed for consultancies and support companies so in that respect it is one of only a few systems out there that are suitable. They are transparent on their pricing so before you start evaluating you know how much it will cost. I always interpret the lack of subscription costs/license fees on the website to mean up front it means they will be expensive!!!
The Worketc team were more than willing to give us an extended trial period so that we could fully test whether it was the right system for us and they were always willing to answer our queries too!
Stan Zaslavsky ★ 3D Visuals for Projects | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Highrise,Capsule,Basecamp,Workbooks
WORKetc is much better because it is integrated with a number of key modules that we use all the time. It's also proven to be very robust in its operation and search facility of managing over 4000 contacts. We also like it because it provides a great level of certainty that projects are being delivered along Gantt chart based deliverables.
July 17, 2014

Out of this world!

Score 9 out of 10
Vetted Review
Verified User
  • None
WORKetc is the best bang for your buck. It allows you to control the company from one program and training is easy. It lets you customize to allow you to complete everything that you need to get done. I like the fact that all your contacts are all in one area.
Return to navigation