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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

View all alternatives
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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 37)
Companies can't remove reviews or game the system. Here's why
January 12, 2018

WorkETC Review

Christina Le, BSN, RN, CWS, WCC, OMS, DAPWCA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use this program across our whole organization. This allows all of our projects to be in on place that is easily accessible to everyone dealing with the same client or region. My favorite part of the program is the retention projects. They allow us to show our worth to our clients and in turn give them a better understanding of the work we provide.
Regan Barrett | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
WORK [etc's] CRM has been implemented across the organization. We have customized it to work exactly how we need it to. It has addressed a number of problems in the business or us, such as:
  • scheduling
  • time management
  • finding and
  • reviewing customers data
  • staff management
Keith Klein | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use WorkEtc across our company for nearly everything. CRM. Project Management. Customer Support / Support Ticket System. Knowledge Base. Sales & Marketing.

We replaced about 9 distinct "silos of information" that were cumbersome and *not* interoperable with one uniform, highly-customizable, easy-to-use source for documentation and management. WorkETC enhances accountability and accuracy.


Score 5 out of 10
Vetted Review
Verified User
Incentivized
The sales and marketing use WORK[etc]. We use it to share information with our team and keep track of who is working on which accounts. Having this CRM software keeps us organized and improves our communication. We also use it to create weekly and monthly sales reports that we review to improve our sales strategy.
Sam Goodwin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Currently we use WORK[etc] in 50% of our business and will be integrating more into our business as we become more comfortable with using the entire platform. The program has helped us with work flow projects and keeping all relevant information in one location, consistent with the project. Our team members use the software and have been able to adapt to small tweaks or changes that we made.
Some features we choose not to use, not because they don't work, but because we don't want to add more work for our partners. There are a few applications that we haven't utilized yet. Such as the sales pipeline portion. I am a little hesitant to switch from the prospecting software I am using now.
Melissa Bailey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Currently, we are using WORK[etc] to manage implementation of new contracts and then the transition into ongoing operations and support. We are a service based company so our clients rely on us for day-to-day support throughout the life of the contract. We needed a system that would give us detailed account history, provide a platform for virtual support and enable us to produce robust annual business reviews to showcase why we are the best partner (and will continue to be) for our clients. With a 50/50 workforce of both remote and corporate based employees, WORK[etc] connects our regional support teams to corporate to ensure our clients are being consistently targeted and touched.
June 05, 2017

Great Product

Ross Hendy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are a small team (maybe a micro-business) and use Work[Etc] as our main CRM and user support system. Each employee has access to the Work[Etc] and we use it on a daily basis. It integrates our customer (B2C) and business (B2B) communication channels. We use the Project feature to manage routine business activities.
Randy Bryan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our entire company uses WORK[etc] as our CRM. It's a central location for all of our customers' info that we can access from all of our devices. Our IT department also uses WORK[etc] for support tickets, time tracking, and invoicing. We can add time spent on each support ticket and then we can create the invoice directly from that.
February 20, 2017

Amazing and Respected CRM

Jaymes Baker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work.
Runy Calmera | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I'm an independent trainer, businesscoach and producer of memorable online events..As I am self employed, I needed a solid, cost effective system to run my projects. I tried a lot of online systems, but gave WORKetc a try 7years ago. Here are the results so far.

Being a project manager with over 10 simultaneous projects for my business, I spend a lot of time communicating with my clients, suppliers and my network. One of the problems I had before I started with WORKetc was, how to just quickly add a task to my task list? How to make a note on a possible lead, when I receive an important email from within a network? How to just start a new project when I receive a now project request or someone reacts on my offer through an email?

Now I have WORKetc, I can just continue doing what I was doing, reading and processing my emails. But now with an extremely efficient workflow. After receiving an interesting email, I just add a new lead and add a new client to it, from my gmail in Google apps. The lead goes right to my WORKetc. Also I add possible projects right from my email. And also I archive important emails to an existing project.

I have been using many project management tools within Google apps so far, but this beats everything. For a busy project manager / program director working with many projects this is an incredible upgrade of my day to day workflow. I just started with this and within two weeks this has saved me a lot of time and money.

The last thing I want to tell is that there are real people at WORKetc!

The only 3 things they need are:
1) Integration with Zapier (I need this as my business model is moving from manual based to automation). I want to run automated processes from lead capture to product delivery.
2) Maybe a process automation engine (heck I'm demanding).
3) A mobile app that is a little bit more intuitive. Just the Apple standards. I'm used to my conventions.

Otherwise you will not regret buying this subscription.

PS: I'm so unhappy that they do not have this... it is costing me money... an AFFILIATE SYSTEM. PLEASE GUYS LET ME MAKE MONEY WITH WORKetc. Give me my affiliate link PLEASE!!! I can sell this to ALL MY CLIENTS. I won't do that if I don't have an affiliate.

There you have it.. I want to get a piece of their business. Lucky you.
Branden Maynes | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
My whole company uses WORK[etc] for timesheets, knowledge base (e.g. a wiki-like setup), CRM (e.g. customer details), lead tracking/generation, and support cases. Keeping the whole of it together means less running around for information.
Joe Gilbert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Work[etc] is being used by Virtual Resort Manager, Inc. primarily as CRM and project management tools. This products allow us to keep close contact with our clients and manage internal development projects such as websites. I mainly use this for CRM and have used other CRM softwares. I have to say this one is the best yet. The other products did a good job of managing tech support, however they didn't offer other features such as project management in an all in one solution. The software also helps us maintain and centralize company documents making our internal knowledge base available anywhere and to anyone in VRM. I look forward to exploring other features and the continued feature upgrades Work[etc] has to offer!
August 19, 2015

WORKetc simply works!

Michael Hill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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. From our rudimentary help desk system to free floating excel spread sheets to emailing everyone in the company to see if anyone had the information they were looking for.
Many of our employees started creating their own documents keeping track of information they needed but inevitably - some new piece of information would be need and they wouldn't know where to go for it. WORK[etc] allows us to keep all that information in one place and it is just a quick search and a click away. The integration was fairly easy and with the ability to create as many custom fields as we needed - all the information is at our fingertips. It's still a work in progress - and always will be as information changes, new clients come on board, you know...the day to day.
But everyone is empowered to make the changes when needed so that we keep the data up to date. WORKetc for us and we have been able to communicate both internally as well as with our clients.
Deanna Perkins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
WORKetc is used at Boomer Consulting for our entire process from prospecting to tracking leads to the project management portion of all of our engagements and communities. The entire Boomer Consulting team uses this product and it has increased the communication among our entire team. It helps us see where we are at in the sales process for all of our leads, what we have lost and won and helps us stay organized in our project management section. It is our central location for all communication to our clients and internally, a great way to see a snap shot of what is happening and a perfect way to go back and review the history of all areas.
John Belchamber | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I use WORKetc to run my consulting business (Invoke Results) and Dementia Journeys a website I run.
WORKetc provides me with CRM, Project Management, Marketing, Customer Support, Finance tools that I use everyday, from wherever I need to use them. Without it, my business would not run.
William Mullane | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
TechHelp is a partnership of Idaho's three state universities that does consulting work and major projects with manufacturers, food processors and inventors across the state. Because our consultants are geographically disperse and work for different universities, our data and business management processes were all over the place. WORKetc in conjunction with Google Apps, gave us the opportunity to create ONE database of clients, partners, media, legislators...that we use to manage our business end to end. With WORKetc we manage the entire client engagement process from first contact through the sales process, proposals, contracts, project management, invoicing, and reporting. WORKetc integrates with Google Apps/Gmail allowing us to "attach anything to anything". We can add contacts to WORKetc from a gmail, attach a gmail to a contact, project, invoice...attach Google Docs to projects and on and on. The WORKetc app puts all info from WORKetc at our consultants fingertips in the field.

Finally, good luck finding better product support. I know my WORKetc support people by FIRST NAME!! It's not that I need them that often, but when I do, I know that Craig or Steve or Laurie are there for me via email or 15 or 30 min support call.
Oscar Correa | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We're using Worketc across all modules. We're not using CRM all that much. Mostly Tasks. ToDo's billing,Contacts and knowledge base and time sheets. Were struggling with the projects modules. It's pretty good but a bit pricy now. We actually purchased it and subscribed to it for almost 2 years. We were lured with the promise of a collaborative project client portal but we never got anything useful on that end. They developed or are developing one now, but you have to pay way more to have access to it. The original reason we licensed is pretty much a bust.

The reporting is pretty much next to useless and for projects especially. If you don't need to create complex reports or to do serious project management the version we are using are a 6.5 out of ten. Were having to use another app in the Google marketplace for useful project management. Were still using it because we integrated it with quickbooks. I'm feeling kind of trapped right now as opposed to fully satisfied.
Donna Grindle, CHPSE, CHPC | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our small company uses WORK[etc] to run all our business activity. We provide technology support as well as HIPAA compliance training and services. Our clients are both in the medical industry and all the companies that support them, such as accounting, legal, financial, technical support, etc. With a wide variety of needs and cases we must have a tool to keep all the parts moving without adding more staff just to do the scheduling and management of details. All the sales cycle processes, project controls and management, and invoicing take place in WORK[etc]. We added it directly into our Google Apps and can manage all our work from two applications completely integrated no matter what work we need to do.
Score 7 out of 10
Vetted Review
Verified User

We use WORKetc for sales and marketing, CRM, quotes and invoices. The next step for us is to start looking at it for project management and timesheeting.

Over the last few years we have seen WORKetc continue to improve, by sorting issues and adding functionality. This commitment to improvement is one of the main reasons we've stuck with it, it just keeps getting better.

Score 8 out of 10
Vetted Review
Verified User
WorkEtc CRM is used across our entire organization. We use it for keeping track of billable time, supplying invoices to customers, and to keep track of support tickets. The reporting services allow us to keep track of valuable statistics such as the type of tickets we receive, and the interface allows us to interact with one another quickly to properly share responsibilities for each issue that comes our way.
December 30, 2014

Game changer

Michal Brenneman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
For us, WORKetc CRM is used across the whole company. I use it for the finances - expenses, billing, recurring charges - but we use it for technical support, project and task management, and time tracking. As a whole, there isn't a lot that WORKetc. doesn't address in our company. It wasn't designed to be an accounting software, but it's integration with Intuit makes it easy to bill clients, track payments, and track expenses. Our tech support department uses it for communication with clients, which also allows select users to track those conversations or pick up if the previous handler is unavailable. We are in the restaurant development business, so it's great for tracking new franchise set-ups from start to finish, as well.
James Hartley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
After careful selection we opted to deploy WORKetc in our company and haven't looked back. It handles central administration and tracking right across the heart of our company. Centralised mail handling, organisation and project structuring were all immediately transformed when we took it on - all of which were issues for us before.
Ian Nicholson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
As an SME we use WORKetc across the whole business. We use it primarily for client database, project management financial management and communications. For us it makes us more efficient because it puts all the data in one place, both for employees entering data and managers in reviewing progress and making decisions.In particularly it gives me great visibility of project progress, our future order book and our sales pipeline. For other members of the team it puts all the data (time, expenses and sub-contractors) all in one place so makes it very simple to raise invoices.
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