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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)
Companies can't remove reviews or game the system. Here's why
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.)


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.
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.
  • Support Tickets - the Support Tickets module is highly customizable and you can make it fit exactly to your needs. Every customer request goes into a ticket.
  • CRM - the CRM is highly customizable and you can make it fit exactly to your needs.
  • Invoicing - This is an awesome feature because we can bill directly from time spent and expenses of a job. Reminders are automatic also.
  • Third party Integration - WORK[etc] is awesome but it REALLY needs third party integration with ZAPIER. There are some hardcoded integrations but it really needs the flexibility of Zapier.
It's more suited for small businesses of 50 and fewer employees. It just seems like the flexibility and customizability are perfect for most small businesses. I am not sure where it would be less suited though. I think a business would need to look into it and see if the features fit what their business needs.
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.
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.
  • They are continually updating and improving their product. They listen to the feedback that their users give and start working to implement them.
  • WORKetc is very fast at responding to any type of questions that you might have. Even if someone doesn't have the answer, they get back to you right away and let you know that they are working to find you a solution/answer. Such amazing customer service!
  • Their product is great at helping us organize all areas of our company. For sales, we are able to pull lists for various leads and contacts quickly and accurately. We are also able to see all of our leads, where they are at in the sales process, if they are high risk and also keep them updated with their features of "last contacted" and "follow up" dates. For our project managers they are able to create a project for each of our engagements and communities that keeps them on track, creates the proper todo's and they are available to be duplicated so we don't have to start from scratch for each engagement or community.
  • I'd like to see them change the look for the project overall. Right now it's basically white and grey which makes it feel out dated and not as crisp (even though they are updated and forward thinking).
  • Their Smart List section is very helpful to pull lists based on certain criteria. It would be nice if we could select multiple criteria in certain sections so that the list can be even more lazer focused then we can get it right now. Sometimes we want to be very specific with the lists that we see, but we can't get there just yet.
Since WORKetc encompasses so many aspects for a firm or company, it's hard to determine where it's less appropriate. It's been an amazing tool for front and back stage usage at our company. You get the client management side to keep everyone updated on all of our contacts as well as tracking all communication to them at an individual and firm/company level. You get the lead area where we are able to create our sales leads; update notes and track appropriate communication to those to again, keep everyone updated on them. You also get the project management piece that will help with the front facing pieces from the beginning through the end.
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 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.
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.
  • Time tracking - track everything to specific tasks, clients, or projects, and know exactly how much time you've spent on it. The time-tracking also allows you to budget for a similar to job, so you can quote prospects appropriately.
  • Project management - have discussions across your departments regarding projects, leave notes for Clients to see through their online portal, develop a timeline and tasks that pop up automatically during that timeline.
  • Expenses - attach receipts or invoices in the expense window and track each expense to a specific task, job, or client. This also helps tremendously when billing your clients, as well, because, if it's been entered, everything is all together under the company you're billing.
  • Better integration with Quickbooks Online. It works, but not great.
  • The widget in Gmail doesn't work on delegated inboxes. If this could be fixed, it be a life-changer in our company.
  • Cleaner menus. I feel like I have to dig through piles to get places sometimes, and it's a little annoying, but manageable.
If you are wanting a CRM that is more suited for accounting practices, this one wouldn't be the best. However, when you're looking at CRMs, you want to consider how much or how little you're wanting to track for your business. This one is well-rounded and very, very in-depth. It will take a while to learn, but it's worth the time and money investment. The WORKetc blog has several articles that layout exactly what a CRM should be, and I highly recommend looking into it.
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.
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.
  • It is most useable through a full web browser on your computer. but it also has great smartphone app which is just having a major upgrade. I am currently beta testing it and it will transform my ability to keep things up to date while on the go.
  • It has a great sales leads modules which makes it really easy to see the volume and value of leads at each stage of the sales process.
  • It gives simple visibility on project progress, both percentage completion and financially.
  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
It is very well suited to professional services companies (consultancies, IT support companies etc). Many of the systems available are focussed more on manufacturing businesses so are quite difficult to apply to a consultancy environment. WorkETC was one of the best that we found to suit a consultancy business. When selecting the system it is always a balance between how you operate as a business and how the software does things and you have to find the right balance of changing your own procedures or changing the software. The biggest recommendation during the selection process is to get an extended trial period so that you can really test out how it works in practice in your business.
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.
Marc Korody | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
This is a much better tool than others, it takes some process label revision (i.e. the labels), in your head but it really works. Support has been very good, and the customization was done quickly and without much effort.
Worketc, will grow with your business, which is unique. It is not a vertical product (only doing one thing) it addresses the entire business process. We need recurring charges (i.e. monthly charges) the program does it as "subscriptions" - many of the others do not do this at all.
From our perspective Worketc needs to grow in the invoicing area, we need sub totals by service (product) and summaries on the bottom so costing can be done quickly by our clients. When we requested the change they were open to hearing about our needs which is unusual.
  • Time tracking
  • Job Costing
  • To do's
  • Recurring charges - done simpler
  • Invoice layout - sub total by type, summaries at bottom of invoices for costing
  • Faster document upload / easier
  • Batch invoice creation - presently need to generate invoices one at a time
We used Open Air NetSuite product since 2000 - post acquisition of Open Air by NetSuite they re-designed the product UI and it became horrific (and inaccurate). Worketc. does more and does it more efficiently, but has a definite learning cycle.

We would have never left Open Air but you can't have inaccurate data - we went on to a host of vertical products (unfortunately you can not run a business with vertical products), after great frustration we gave up on Harvest, Asana (which is great product) and moved to Worketc.. Why because everything is in one place. This is so invaluable!
David Jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
WORKetc is used throughout our entire organization and has provided us one place to manage all the enterprise communication. Leads, become customers who are assigned projects, and employee time, expenses, and support tickets which can all be managed in one place.
  • Google apps integration - We use Google docs and Gmail heavily within our organization and having a tight integration between Gmail and Google docs has been very handy.
  • Expense reporting - Now we can create projects to track employee hours and expenses to a customer and easily export into our accounting software. Being able to set up reoccurring expenses is a nice feature as well.
  • Support Tickets - Having the support system integrated with the CRM is great sales tool as well as a support tool. Account managers can now easily get a snapshot of what is going on with their accounts and avoid getting blindsided by unknown customer issues.
  • I would like to see some more functionality in the mobile app but I know thy will get there. The core is there.
  • WORKetc has made some great improvements to UI over the past 2 years which is where I would say they were weakest. They have improved drastically but sometimes the UI can get confusing to certain users because there is so much flexibility in the way it can be used. It seems they have gotten the point and have been making the UI simpler over time.
WORKetc is well suited for any company with standard sales, support, and employee management work flows. It may not take the place of some of the other extremely large CRM packages out there but for midsize companies it seems to work very well for the expense.
Brittany Thompson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I am a recent convert to the Work Etc. way of doing business and can I say, I am completely sold! From the amazing support, to the project management everything in work etc is designed to make your life as a business manager easier. Our whole company uses Work etc. to make our lives easier and it has streamlined our whole business process. I love the all in one Help desk, CRM, and project management features. But not only do they do the big things right, its the small things that make work etc. the perfect tool. They have custom fields in their , making it easy to tailor information to your companies needs. Overall this is simply the best software we have ever used! I AM A DIE HARD FAN!
  • Work etc makes it very easy to collaborate on projects.
  • Work Etc makes CRM a breeze.
  • Work Etc. is a great tool for help desk.
  • I love the project feature but I wish it was easier to adjust timelines.
Work etc. make business management easy for any size business. With all the data you need to accurately help your clients in minutes, it will help you streamline help and projects that you take on at your company! I love work etc. features and have found learning the system to be easy compared to most CRM systems. Being able to add time sheets and attach tickets from almost anywhere in the system and the shared calendars make collaboration a breeze.
Mike Ramirez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Easy to Learn and Customize
  • Cloud Based
  • Manage calendars
  • Project Management
  • Invoicing & Accounting
  • Leads
  • Expenses
  • Billable Items
  • Invoicing
  • Reports
  • Awesome Support
  • Continued growth of the software
  • Has a mobile app
  • Integration with Gmail Apps
  • Highly recommended for businesses that need to manage client contacts, accounting, service or project management and lead generation.
  • The main business problem solved was finding an all-in-one business management tool. There are other tools out there but mainly for one primary reason. Whether if it's invoicing, project management or CRM. WorkETC provides all the tools you need that almost any business can use. WorkETC provides a great team and client/contact interaction. Another problem that WorkETC has solved is finding a tool that can be used anywhere, with of course internet connection.
  • Better quoting system which is under developmen
  • A more robust mobile platform would be a plus.
Go slow, start with the basics, become familiar with the interface and then carefully consider how to implement the solution to best serve your organization.
December 15, 2013

Great CRM!

Ben Nighswander | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Manage support
  • Manage employee communication with customers
  • Handle project management, CRM, task work, knowledgebase
  • Track financial transactions
  • Purchase order tracking
Work[etc] is both wide and deep, so you're going to have to spend some time with it to make it work for your business practices. However, it will work well an many different environments because it is completely customizable.
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