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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 7.6

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

(1-23 of 23)
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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.
  • Email tracking
  • Retention Projects
  • Tracking phone calls and visits
  • Sometimes I have difficulties filtering out some items
It works well in tracking and keeping information on our touch points with the clients. We have found many uses in where we were not sure of material that had been produced for a client and with the tracking that we were able to keep, we in turned allowed the client to see what we were able to produce.
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.


  • Self-created custom fields and custom tags make it easy to categorize clients by services delivered. Custom tags also allow you to build Smart Lists to easily show progress on jobs being done across all clients that match the 'tag category' you're working on.
  • The program syncs with Google Apps effortlessly, and nearly transparently. Particularly useful for Google Mail and Google Calendars, our most-used Google Apps. I understand it does the same for Microsoft Outlook users.
  • Self-created Project Templates ensure *all* nuances of every project are addressed. Why re-invent the wheel? Project Templates are enhanced regularly and easily. Project Templates include simple, succinct 'To-Dos.' For more background and where applicable, the To-Dos include a link to a corresponding Knowledge Base (KB) article detailing our SOPs (Standard Operating Procedures), including the "why" behind them. Knowledge Base articles can be private (staff only, by permission), public, or semi-private (e.g., staff and clients, or a particular client only).
  • A little thing I'd like to see (haven't suggested it to WORK[etc] yet) is a bit more granularity in assigning new support tickets. It's very easy to assign one, or dozens. of new support tickets to a category and/or individual without having to open the tickets. I'd like to see that be a bit more granular, being able to assign a priority, deadline and/or client to each ticket without having to open the ticket. For all I know, that can be done now...as powerful as this program is, and as much as we customize it and use it daily, I believe we're only harnessing 2 or 3% of its capabilities.
WORK[etc] seems to have a preponderance of IT firms, online design, and marketing firms and the like. Makes perfect sense. We tend to be early adopters.

I'd strongly recommend WORK[etc] for virtually any company of any size. (WORK[etc] has a 2-user minimum base pricing, but I'd even recommend it for a company of one who plans to increase in the foreseeable future. They'd do well to establish excellent routines that can be performed by any hire, whether a full-time employee or a virtual assistant.)


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.
  • WORK[etc] is very user-friendly. It takes no time to learn how to use it.
  • It has the basics of a CRM software, so it is a good tool for a small company.
  • The price is very reasonable compared to others CRMs.
  • WORK[etc] is still a young company so it does not have all the features as bigger CRM company
  • Sometimes it is hard to find a report that fit our needs
  • Lack of customization to fit your own business
I think WORK[etc] is well suited for a small business, a young company with not much experience with CRM software. WORK[etc] is good to use as a first CRM but can be hard to implement if people in the company are used to other CRM software. WORK[etc] would not work well for big companies.
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.
  • Easy to use
  • Seamless communication in the project work flow
  • Email integration
  • Incorporating a mail merge print feature inside the system similar to MS Word or Google Docs.
Project management, big or small. We do a high volume of small projects and it's awesome to have a pre-developed template in place. We can then just duplicate it each time and enter a brief amount of information to successfully create a project.
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.
  • The project management functionality is done extremely well. They have a high level of integration with other platforms (e.g. Google Drive) that allows our company to seamlessly connect everything we do for a client from inception throughout contract term.
  • Support ticket functionality easily allows for ticket tracking, monitoring and assigning to specific customer service associates who are in charge of accounts. It has also created a detailed support history that we can use during our annual business reviews to showcase ROI of our online support.
  • The system also has the ability for pretty sophisticated tagging and, once you master this feature, you can pull very targeted user lists to assist with upselling and marketing campaigns as needed.
  • They have an integration with Gmail to connect emails to specific projects within WORK[etc], however, you cannot filter by customer. So you have to know exactly what the project name is for this functionality to be useful.
  • When any new email address is sensed in the system, it automatically creates a new contact for that email. This can be quite annoying when you have people CC'd on emails that don't need to be there. We have to periodic cleanup work to control the amount of "dead" contacts.
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.
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.
  • Group email management and business-wide communication. All of our B2B and some B2C communications are managed through Work[Etc].
  • Gmail widget works EXTREMELY perfectly for connecting emails sent to personal email accounts with the CRM.
  • Customer service is fantastic and responsive.
  • Product development is a little slow.
  • GUI is clunky.
  • Poor support for multi-currency purchases and sales.
Work[Etc] is great for managing client/customer communications. All incoming and outgoing emails are linked nicely to the CRM person or company record. Each member of the team has access to the communications - no more cc'ing, bcc'ing, long email chains etc. As a manager I can see how my staff are communicating with customers and clients.
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.
  • Mobile app is great, very responsive, I have yet to have it crash on me.
  • Timesheets are an amazing organizational tool.
  • The customer portal allows us to support a private market without giving away trade secrets online.
  • Some aspects of the mobile app feel crowded.
  • The timesheets will randomly jump ahead 24 hrs sometimes.
  • The customer portal is slow to add knowledgeable articles, you have to do it one by one.
When I am on a support call I can easily take down the contact information when creating a ticket when the customer is already in a list of contacts. However, every email sent to the support department email gets sent to all employees on a list, rather than focusing on just employee assigned to the project.
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.
  • Link everything with everything
  • Timesheets
  • Reports
  • Offers and invoices in flexible templates
  • Zapier integration
  • Automated process management
  • User interface in the Ipad/iphone convention
If you have many projects simultaneously where you work with a team around the globe and people need to fill in time sheets per project you are in heaven. If you need to process a lot of emails and relate them to projects so you can easily find all correspondence with your clients this is great. If all your processes are integrated with zapier, webinarjam, clickfunnels, activecampaigns and you need to integrate invoices, and send data from a system to the other, you are in hell.
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.
  • It does timesheets quite well. Filter by day, week, or month. View totals for everything or just totals for a specific project.
  • CRM is another big plus for WORK[etc]. Search by any field and find all the matches. Add people to companies (or to specific locations of a company). View phone numbers, emails, etc. All just a quick search away.
  • Project management is very useful for us. All the graphs and charts you'll need to visualise your progress. View costings and see what tasks are still outstanding.
  • Being able to lock down timesheets would be helpful (i.e. after a month, you can't go back and edit so the boss can officially use your numbers for submitting invoices).
  • Some improved efficiency would be nice. While everything always loads, it feels like there can be a bit of a delay sometimes.
When clients are using our software and run into an issue, they can send an email to a support email address that automatically generates a support case, and sends out emails to the appropriate team members, who, after looking into the issue, can respond via WORK[etc] and keep track of all client-us communication.
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.
  • One Word...Efficiency! Everything I need to know is just a click away if I don't already have it on my screen.
  • Easy to use and understand.
  • Web-based allows me to access it anywhere I am, including my mobile devices.
  • The knowledge base and blog functionality in WORK[etc] allows us to easily create the documentation and get new and important news out to our clients.
  • The Projects module is functional - but it's not quite there yet. The biggest things is being able to recognize that weekends and holidays are not necessarily working days.
You get what you put into a CRM. If it's cheap then ask does it have all that I really need. WORKetc is neither cheap nor overly expensive. Does it work for me and my budget? Absolutely! We couldn't be more happier with this product and what more - with the support! We feel a partnership with WORKetc.
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.
  • The CRM is excellent at keeping records of my interactions with individual contacts and companies and tracking all activities I have with them.
  • I provide a wide range of services and products and WORKetc helps me manage the inventory, pricing and invoicing of these.
  • The project management tools ensure that I keep projects on track in terms of timing and budget and allow em to give access to customers to review progress and pay invoices as well.
  • Integration with Google Apps, Dropbox and other tools mean that I can access WORKetc from anywhere and send send emails from anywhere and know they will be available in Worketc
  • Whilst there are now integrations with contact records and Social Media these are still in Beta formate and have a way to go before they are as good as many other applications. However, having seen the tools evolve over 4 years, I have confidence that they will get there.
  • I often send emails from other applications outside of WORKetc and whilst I know that any email I receive and/or send will be recorded in WORKetc, I have to mark emails in WORKLetc as read again which can be annoying sometimes.
  • I'd like to see the e-mail marketing linked to Mailchimp by API. WHilst the WORKetc email marketing tool is very usable, it doesn't have all of the features that Mailchimp offers.
I would highly recommend WORKetc and do.
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.
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.
  • WORKetc integration with Google Apps and ability to attach anything to anything is of tremendous value to our consultants.
  • Support - WORKetc support people are accessible, knowledgeable and helpful.
  • The integrated nature of WORKetc gives us the ability to manage our business end to end.
  • WORKetc is committed to continuous improvement and is always unveiling new features and improvements.
  • I am hesitant to sync contacts between Gapps and WORKetc. I played with it a bit and found it confusing. I can see what the intent is but think the feature could be a bit more intuitive.
I work with small and medium size manufacturers and could see any of them benefiting from WORKetc. I can't say how it might scale for very large organizations.

Change is hard for any organization event if they are changing from a total crap system to WORKetc. I'd encourage WORKetc to add to their stellar product support by developing field consultants who could help with onsite implementation.
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.
  • 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.
  • We really want to be able to control subscription billing better. We sell tech support contracts with a set number of hours in the contract. We have a work around for doing it within the invoicing system but it would be much better if we could handle it properly.
  • Reporting tools are not as flexible and capable as we really need. There are lots of things we have to dump to a spreadsheet and attempt to pull the data we need there instead of directly from the application tools. This is especially important when it comes to the financials.
  • Mobile app for iOS is a long time coming. We have seen videos for months with no product yet but if it does work like they say this would be solved. The current iOS app is completely useless to us.
If you really do a lot of retainer type billing it may be an issue for you. But, if you bill time and materials or flat fees for products and services it should be fine.
If you use Google Apps fully WORKetc is a great tool. I know it works with other email solutions but the GApps integration is outstanding.
If your team is spread out in multiple locations, the management tools keep things moving. It works fine if you are all in one room but it really shines if you don't work in the same physical location.
If you don't like working in the cloud and what that entails you will have a problem with it. But, if you fine with the cloud it has virtually no management required.
If you can't be patient waiting for new features and handle the transparency they share on why things take time, you shouldn't use the tool.
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.

  • Customer management - it's simple and straightforward.
  • Updating from outlook - a sales enquiry can be quickly turned into a contact and sales lead without leaving outlook
  • Quotes - quick and simple to produce a quote for products and services
  • Project management, I don't think it's quite there yet especially on the side of resource management.
  • Speed, it can be a tad slow but this is being addressed. More of an annoyance than a huge problem.
  • Reports - while there are a number of reports having the ability to build your own or edit existing ones would be great
It's great for sales and marketing and general CRM. It's weak on project management but I think it's getting there.The recently redeveloped Customer Portal looks very good. Support from WORKetc staff is pretty good, they are responsive.
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.
  • WORKetc is an excellent customer management system that makes maintaining customer information a breeze.
  • The simple to use interface offers advantages not found in similar products I have tried.
  • The system offers detailed information, custom fields, and reporting services.
  • Tickets for support can easily be shared and sent to where needed. After each person handles the ticket, discussions allow our employees to share valuable information to each other before passing it along.
  • The system accomplishes everything I want, but it would be nice if the interface for some of the advanced features were simplified.
  • The end user knowledgebase does not have a search feature.
  • The search feature within WorkEtc makes it difficult to find previously closed tickets. It is unnecessarily complicated.
The vendor listens to their customers so if there is a feature missing, it is easy to request one through their forum. Their support is knowledgeable and willing to listen. They seem to truly care about their product.
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.
  • Centralised mail with updates to relevant employees
  • Lead management with categorisation possible via tags
  • Improved selection of items in contextual lists - but I hear that this is just about to be released in the version 5 edition...
  • Emails arriving which do not have the project tag attached are a little laborious to manually file. This could be streamlined.
If you find:
  • your staff always asking each other if they have heard any news on such and such a project
  • that you have endless emails cc'd to everyone - even people who aren't really involved in a particular aspect of a project
  • that you are starting to feel, as an owner or manager, that there is a lack of transparency as to how your entire structure is performing and you lack the metrics or tools to analyse this
Then you should definitely be using WORKetc.
Allen Bayless | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Project Management
  • CRM
  • Leads
  • Financial
  • Reports
  • Integration with Dropbox
  • Integrate invoices into mobile apps
  • Automatic reminder emails in projects to send off to remind clients of special to-do tasks on their end
This is the business management tool for anyone. You can use it in many ways for your own business. WorkETC offers great support and can even train your team on how to use their product. Sign up for their trial to see if it can work with your business and make sure to use all of the tools to see how effective it can be for your company.
Martin Mills | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use WORKetc to track potential and current clients, their purchases, leads and sales history. We schedule contact on a regular basis with each client.
  • Lead tracking
  • Sales tracking
  • Scheduling
  • Pricing model for micro business
  • Further integration to websites
  • Integration options for other social platforms
You need to ask whether the fee charged for access will pay itself off via client sales and information.
Robbie Crenshaw | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
WORKetc is cloud based, thus its accessible any where. The Gantt Charts are great for managing timelines of projects. However, the billing/invoicing features have room for improvement. The email marketing features could be more robust.
  • Project management
  • Help desk
  • Client management
  • Time sheet chart
  • On the time sheet sometimes the time sheet boxes will overlay each other.
  • Being able to merge contact / clients
  • More widgets to be able to add to your dashboard
WORKetc CRM is a very well worked out program. The overall product is great and takes care of just about everything.
Stan Zaslavsky ★ 3D Visuals for Projects | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use WORKetc as our main portal and centre of operations. It allows us to manage the delivery of multiple projects to our clients and stay on top of everything that goes on.
As a lot of our usage is remote - the cloud based PM/CRM system is ideal for our company.
  • Cloud access - including mobile devices
  • Gantt Charts for managing timelines of projects - including templated projects
  • Its great for delivery of emails and files to clients - very streamlined.
  • I think the billing/invoicing system can be improved further - as well as integration to Freshbooks - currently Xero and QuickBooks are supported.
  • I think the email marketing system with autoresponders could add another string to the bow of WorkETC - currently it's reasonably basic
  • Tags management for contacts and projects could be explained and done a bit better.
In graphic design studios where multiple projects are running concurrently - it provides an excellent way of tracking and staying on top of delivery to the clients.

Overall its an excellent system with mutliple client access and being cloud based - security and availability is paramount - and that's handled really well.
David McGarry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I have personally been using WORKetc for the last 14 months and have found it really improves our project work and development. The desktop interface is intuitive, I love being able to connect comments, discussions, emails, etc to my TODOs and tasks. We use WORKetc in every part of our organisation - from sales quotes and marketing to managing projects and recording time-sheets. We have been able to quickly monitor our own projects and also easily assign times when assisting other staff to their projects. I have just recently started to use the Outlook plugin and have found it really convenient to be able to just attach an email chain to a project or TODO. I know that our MD uses WORKetc for client billing at the end of every week, so our entire business processes have been streamlined and improved. I have worked in IT for many years and have used many CRMs - some which might have been packed with features but were frustrating and difficult to use. WORKetc doesn't get in the way of your work, it simply helps you to get what you need to get done quickly and simply. I know that the team is constantly improving the product and that they listen and actively respond to suggestions and feature requests. I would recommend this product to all small to medium business owners.

  • Timesheet management is slick and simple.
  • Integration with email systems (Outlook, Gmail) is comprehensive.
  • The company is constantly improving the product, listens and responds to customer concerns.
  • Mobile apps.
  • Android apps could be improved (which I believe they are currently under development)
Depends upon the business size as I believe it would currently suit a small/medium business.
Thomas Lawler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use it for all of our internal processes CRM, support desk, expenses, etc. We use WORKetc across the whole organization, (IT, Marketing, Sales, Management, Support, Engineering) bringing all departments together and creating transparency.
  • Collaboration
  • CRM
  • Support Desk
  • Expenses
  • Reports
  • Complexity
  • Simpler Design
I think WORKetc would be great for any sized business.
Artur Garcia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Worketc is involved in all processes of the organization. It captures sales leads from our Adwords landing page, then the sales lead generates a quotation, then if we have an agreement the quotation turns into a project with its billing items where workers put their hours and finally is billed and the payment traced.
  • Integration of all business processes means no more excel spreadsheets to keep track of projects, tasks, sales leads, billing, and so on, it means that is all in one place available to anyone in the company and captured in easily with the email integration tool, or the mobile app.
  • Continous improvements
  • Great support
  • Social networks integration
  • More stencils for business processes
  • Better email campaigns (i.e. integration with mail chimp)
Worketc will fit very well in service companies where they need to track hours, and have many tasks and projects. It will fail in manufacturing companies, or companies with large SKU's
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