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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…

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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 …
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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. …
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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 …
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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%
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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
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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
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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%
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Comparisons

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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 40)
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Keith Klein | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Melissa Bailey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • It has effectively connected our nationwide workforce.
  • It has turned our implementations into focused, task driven projects with notes, discussions, and a full client history that we can then turn over to operations for a seamless management approach.
  • It has saved us the expense of needing 2 additional systems (one for billing and one for project management) as WORK[etc] integrates it all.
Runy Calmera | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Branden Maynes | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • We used to use multiple products that each did a specific subsection of what WORK[etc] offers. There were multiple logins to remember per person, each interacted in a different way, and there was no guarantee that they could (or would) talk to each other. Using one product has made life so much simpler...and cheaper!
August 19, 2015

WORKetc simply works!

Michael Hill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Definitely increased in employee efficiency and better customer service. Just having all this data that used to be in three or four different applications at our finger tips does wonders for overall team efficiency.
Deanna Perkins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • It has given us a way to create leads easily and follow-up with each of them appropriately. With the fact that you can set-up todo's for each lead that can remind you to follow-up on a specific date and time, it's helped increase our rate of making a successful sell.
  • Thanks to the information that can be captured under each of our clients, we have better customer services since we are continually updated with all communication and news that we enter in the system.
  • It has also helped with the overall organization of our communities and engagements. This makes us more efficient and keeps us ahead of the game for our various front facing services.
John Belchamber | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Better customer/prospect relationship building which is critical as a consultant who lives by relationships
  • Fast invoicing and expense tracking which has lowered my debtor days and made tax time so much easier
  • Increased profitability by better management of my time and project expenses.
William Mullane | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Ability to add client info to central database has improved our ability to communicate with clients
  • Above situation has allowed us to increase attendance at events which has led to increased consulting engagements
  • Use of WORKetc Webforms has given us the ability to have our clients add themselves to our database when they need help automatically triggering a lead and new contact.
Donna Grindle, CHPSE, CHPC | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Dramatically better documentation of activity and time billing.
  • A structured control of sales information instead of being in everyone's head or notes.
  • Better customer service because things don't fall through the cracks like they did without the tool.
Score 8 out of 10
Vetted Review
Verified User
  • My coworkers and myself are much more efficient since we started using WORKetc. It has every feature we need and if we ever need something added, we can jump on the forum, and WORKetc is willing to listen and improve.
  • Customer service improved since it is easy to go back and read the customer history, see previous tickets, and view special custom fields created specifically for our company.
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