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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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Pricing

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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

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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.

Reviews

(1-25 of 40)
Companies can't remove reviews or game the system. Here's why

WORK etc is the best thing around

Rating: 9 out of 10
December 22, 2017
RB
Vetted Review
Verified User
WORKetc
1 year of experience
  • Technical support with issues that arise for us - we have had a few glitches with the software as to how we want to use it and the WORK etc team have been on the ball with helping us and getting back to us with a resolution to the issue.
  • Setup and configuration - we needed a CRM that was built for us and WORK etc was able to deliver for us.
  • Super easy to work with and get to grips with.
  • Our staff have had no problems with getting up to speed

WORK[etc] - a great four-letter word ending in k[etc]

Rating: 9 out of 10
December 21, 2017
KK
Vetted Review
Verified User
WORKetc
5 years of experience
  • 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).

WORKetc for small companies

Rating: 5 out of 10
December 14, 2017
Verified User
Vetted Review
Verified User
WORKetc
2 years of experience
  • 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.

The perfect CRM for connecting a disconnected workforce with their clients

Rating: 10 out of 10
July 05, 2017
MB
Vetted Review
Verified User
WORKetc
1 year of experience
  • 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.

Great Product

Rating: 8 out of 10
June 05, 2017
RH
Vetted Review
Verified User
WORKetc
4 years of experience
  • 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.

WORK[etc] - Streamline your Cloud Based Tools

Rating: 10 out of 10
April 18, 2017
RB
Vetted Review
Verified User
WORKetc
3 years of experience
  • 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.

Amazing and Respected CRM

Rating: 9 out of 10
February 20, 2017
JB
Vetted Review
Verified User
WORKetc
1 year of experience
  • 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.

WORK[etc] is a one-stop shop!

Rating: 8 out of 10
November 28, 2016
BM
Vetted Review
Verified User
WORKetc
5 years of experience
  • 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.

The importance of philosophy and your company's management.

Rating: 10 out of 10
November 11, 2015
JG
Vetted Review
Verified User
WORKetc
1 year of experience
  • The Dashboard is a great feature that allows you plenty of space to organize work queue, support cases. They leave this area open to move windows around, resize, and organize to your liking. As a result, this provides a quick look at the features important to your needs.
  • Work[etc] allows for an indirect way to sync its calendar. This is very important to keep all employees on the same page for a quick look at meetings, out of office vacations, etc.
  • Timesheets allow us to keep a log of our time on CRM support cases, development projects, and any other time oriented activities we need to log. This really helps our management team assess how projects can improve as well as provide proper estimates of the time it will take to complete tasks.
  • These all seem like very basic features in the scope of things. Keep in mind these are what I use on a daily basis and can comment about proficiently. The software really offers so much more.

WORKetc simply works!

Rating: 10 out of 10
August 19, 2015
MH
Vetted Review
Verified User
WORKetc
1 year of experience
  • 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.

Great tool!

Rating: 9 out of 10
June 04, 2015
BG
Vetted Review
Verified User
WORKetc
4 years of experience
  • Good design
  • A lot of customization options
  • Great support

WORKetc - Bringing all our moving pieces together from client communication to project management

Rating: 10 out of 10
June 03, 2015
DP
Vetted Review
Verified User
WORKetc
1 year of experience
  • 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.

Building Better Businesses With WORKetc

Rating: 9 out of 10
May 02, 2015
JB
Vetted Review
Verified User
WORKetc
4 years of experience
  • 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

WORKetc - More than CRM

Rating: 10 out of 10
April 09, 2015
WM
Vetted Review
Verified User
WORKetc
2 years of experience
  • 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.

Not quite ready for prime time.

Rating: 8 out of 10
April 09, 2015
OC
Vetted Review
Verified User
WORKetc
-17 years of experience
  • Time and Billing
  • Contacts
  • Help Desk
  • Knowledge Base

We actually do all our work, etc in WORK[etc] every day.

Rating: 10 out of 10
March 28, 2015
DG
Vetted Review
Verified User
WORKetc
7 years of experience
  • 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.

WORKetc - Continually Improving

Rating: 7 out of 10
March 18, 2015
RY
Vetted Review
Verified User
WORKetc
2 years of experience
  • 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

WorkETC - More Than A Simple CMS

Rating: 8 out of 10
March 14, 2015
JH
Vetted Review
Verified User
WORKetc
1 year of experience
  • 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.

Game changer

Rating: 9 out of 10
December 30, 2014
MB
Vetted Review
Verified User
WORKetc
3 years of experience
  • 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.
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