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Overview

What is WORKetc?

WORKetc is a cloud-based business management system. With integrated CRM, project management, billing, help desk, reporting, and collaboration, teams can access one system for all relevant information. The system supports popular third-party apps such as Google Workspace, Xero Accounting, Quickbooks…

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Recent Reviews

TrustRadius Insights

Users find that WORKetc allows them to conveniently store and access all their information in one place. They appreciate the integration …
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WORKetc simply works!

10 out of 10
August 19, 2015
Before WORKetc the information that one of our employees needed at any one time could be in as many a 4 different applications or systems. …
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Great tool!

9 out of 10
June 04, 2015
Work[etc] is a great cloud based tool.I work in Non profit organisation and this service is great for our work. All members of my team use …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 25 features
  • Task management (13)
    8.7
    87%
  • Customer data management / contact management (13)
    8.6
    86%
  • Custom fields (13)
    8.4
    84%
  • Integration with email client (e.g., Outlook or Gmail) (13)
    7.9
    79%
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Pricing

View all pricing

Starter Edition

$78

Cloud
Per Month for up to 2 Users

Team

$195

Cloud
Per month for up to 3 Users (Each extra user + $49/month)

Foundations

$395

Cloud
Per month for up to 5 Users (Each extra user + $59/month)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.worketc.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $78 per month
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.4
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.1
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.3
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.9
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.3
Avg 7.2

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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
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.
Sales Force Automation (5)
76%
7.6
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Quote & order management
70%
7.0
Customer Service & Support (2)
80%
8.0
Case management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (1)
40%
4.0
Email marketing
40%
4.0
CRM Project Management (3)
83.33333333333334%
8.3
Task management
100%
10.0
Billing and invoicing management
70%
7.0
Reporting
80%
8.0
CRM Reporting & Analytics (2)
65%
6.5
Pipeline visualization
60%
6.0
Customizable reports
70%
7.0
Customization (2)
60%
6.0
Custom fields
90%
9.0
API for custom integration
30%
3.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • Labour productivity sky rocketed. We are playing the game of project management at another level now.
  • They are really helpful and the team is growing but they stay personal.
  • The founder is a visionary. They are a micro multinational themselves.
  • The really use their own system. They don't sell you CRM and use it from other people.
  • They need to be a little more responsive to coaches, writers, webinar organizers. I'm moving to this market and there I want to run productions instead of projects. So they need to move and let me integrate all other apps with Zapier. this is a big miss right now. But overall if you are in the project management this is the best.
[WORKetc is] More flexible. More solid. Way more options. Better customization. WORKetc wins.
They let you do your work.
They are good. Only thing see above.
2
project management
timesheet
lead management
design
video production
story telling
Owner is senior project manager
Virtual marketing manager is junior manager

We have social media skills. We have video production skills, and marketing skills.
  • From lead capture to delivery
  • Time managment
  • Invoicing
  • to produce memorable online events -- videos and short films
  • to craft a launch plan for our events
  • to transition from a fixed price project based company to an online launch based company
  • turning from consultant into a micro multinational, YEAAAH
  • Process automation... if they got an engine they could compete with acitivecampaign
  • ontraport is the target and leadpages.... if they get page management we could deliver the experience through the system.
  • Payment processor. If they provide payment processing after your customer buys in a webinar we could drop a specialized cart.
Because they are solid. The only thing I want is integration with Zapier and an api to hook them to an external reporting system online.
Yes
Microsoft Excel and Microsoft Project offline, because I wanted to move to the cloud.
  • Price
  • Product Features
  • Product Usability
Investment /Benefits are great balance. For below 99 dollars you got a whole project management suit and CRM that would cost me 50,000 dollars to build? Are you kidding me? Where is the buy button?
I would do it right now. Only I would ask about their plans for zapier and for process automation. I would also ask if they are building a connection with an external reporting system for dimensional analysis.
  • Implemented in-house
Yes
Testing 1 4 days then launch
Change management was a major issue with the implementation
It was a relief in mindset. My mind got at ease. I also implemented the Getting Things Done framework of Daniel Allen into Work[etc] myself. So I have special features.. Don't mind contact me and you can get a subscription on my formula. mydreambusinesscoach.com
  • none
  • none
  • none maybe now that would be importing existing projects and clients and correspondance.
none.
  • Online training
  • Self-taught
They know their stuff. They listen to your use cases. They get back to you.
Very easy. Just sell your service, create the project and start delivering it. If you know project management you will start very easily with WE.
This system lets you link everything with everything. If you are a seasoned business and macro modeler like me than this is the cookie next to your coffee. The cherry on the cake. Darn: I need to buy this system. That is the only thing that you cannot configure. I want to buy equity before they grow further..; o )
Yes,
you need to follow a standard project management methodology like Prince II. I'm Prince II certified professional. You need to have some basic understanding of project management before you begin. Eg. milestones, tasks, mini projects, general program Gantt chart. Because otherwise the system gives you too much options. This is like driving a helicopter. If you cannot even ride a bike you won't appreciate it. If you are used to drive the ferarri in projectmanagement, you will be ready to fly and you will really love this system.

You need a method for task management. There are many but we used the proven Getting Projects Done Right in all our projects. This is owned by David Allen. Although we are not the certified in the Caribbean area to use this methodology we can help you with the Dream Things Done method. It is completely different and universal and I have been improving this during the last 20 years. My first job was a project manager in the Caribbean. If you are a business owner that also wants to own our SFS- formula for launching big projects online (we call them launching memorable experiences and campaigns and no project) contact us at mydreambusinesscoach.com/contact. You can also sign up for our free webinars at sign-up.mydreambusinesscoach.com so you get up to speed right away. Finally go to your mydreambusinesscoach.com/services page to see how we launch our services. This is all done with worketc.com.

Yes - we have customized the interface extensively
Yes we integrated the Dream Projects Done Right formula into our user interface. Each task gets features of this formula. And these features are used in the system for reporting.
We have also invested in the style of invoices to fit our brand.
We are currently working on building customized progress reports and risk logs out of the system in our brands. And in the future we want to work on the integration with Google Docs. To get them right from WE.


Some - we have added small pieces of custom code
We have worked on the stylesheets and analyzed the coding system that WE uses. We have many integrations planned but need to invest in the api of Worketc. The api is well documented. However we know that you cannot get all the data right from one api call. WE can better explain their data model and the methods of their api. It is very difficult to get zapier integration. They are not delivering it. This is the only thing that misses.
Style sheets to brand your invoices would be great.
Extending the documentation / knowledge area so you can chat with your team live like with skype would be great. Now we have to copy all chats and paste them into the description of the task at hand or project at hand.
When you add a task below a project assigned to John the task needs to be added to John by default. This is not happening now.
Process automation can be improved. ActiveCampaign beats WE with automatisation. If AC gets project management capabilities WE could be in trouble.
Yes
Because they have to eat. I cannot ask for premium support to invest in my business and pay nothing. By paying I invest in their business so they invest in mine. If you want to know more get to mydreambusinesscoach.com
Yes
Yes they dive right away in it.
When I started 7 years ago something magical happened. They were big then. But the founder Dan, personally answered my message where I described my business. I was in project management of economic models. Starting a big 2 year project in the Caribbean. This was like: Are you kidding? I felt really special.
Dan, thanks for the illusion that I was special. ; o )
No, just kidding: they treat you like you are part of their business.

  • gmail plugin
  • timesheet
  • gantt chart
  • iphone layout and user interface
  • working from an iphone
  • I want to be able to key in a list of actions without entering all the details. On an iphone I'm in a hurry. It needs to be task based. Now it is the same features as the desktop version.
Yes
Yes but that is badly designed. Too many options. They try to replicate the features in the cloud. You need to use the ipad and Iphone conventions. Do not give too many details.
Everything is related. You can scale up your team rapidly.
It never let me down. The support team never let me down.
They load quickly. Recently I have had an issue ( I still have) where when I click on the WE logo in Google mail there is a step between. That is an error. Needs to be picked up. Will report to support.
gmail and Google Drive was easy.
Wanted an integration for zapier for about 6 months now. That one is really really difficult to get. They are working on other priorities. Maybe I'm the only one asking for this. And I understand that.
  • ZAPIER
  • ZAPIER
  • ZAPIER
  • WEBINARJAM
  • SWEETPROCESS
  • CLICKFUNNELS
  • SAMCART
  • Google analytics
  • HOOTSUITE
  • FACEBOOK PAGES
  • FACEBOOK ADDS
  • FACEBOOK GROUPS
These systems are used in the SFS formula. As an SFS formula owner (see mydreambusinesscoach.com) you need to get these integrations working
  • File import/export
  • Single Signon
  • AppExchange or similar marketplace
Google apps for sure. Evernote. Need to integrate API and also an ETL tool. But WE need to provide a way for an ETL tool to access its database.
They got a lot of data. They need to support us to grab that data and do whatever we want with it. They got great reports. But what we want to chart out is the Customer Journey. ActiveCampaign is giving you awesome reports about your customers.
So the marketing team at WE needs to take a look at what is happening in the market of Personal Business Development and see who is servicing that market online. They are letting other people grab this money. I'm in that market and investing. If you own a small service based business go to mydreambusinesscoach.com/contact to contact and ask your question.
Here they fail. Because they are a system where everything is related to everything they tend to not look at the outside world. I have seen Zapier build an ecosystem during the last 7 years. And I said Dan what are you doing. They are building their businesses I think targeting the upper small business sector. 10 plus. I am in the lower small business sector in people. The single entrepreneur or the single entrepreneur + 1-7 virtual assistants is an interesting business niche.
make sure you follow their data model. Do not try to bring data from outside and try to link it dynamically. Yes they can onboard you. But no you cannot set up a CRM system and Project management system that integrates in the cloud and sends data back and forth. If that is your business WE will now fail for you. Other than that they are the best system online for projectmanagement and running your SFS formula owner business.
very easy. I was a happy client. However If you want to become an affiliate you won't get it done. That is a pity because I think they can start delivering affiliate opportunities right away tomorrow. There are many affiliate management systems out there. I do not understand their affiliate strategy. It looks like they are growing on autopilot without affiliate. Or that they are happy with their sales. An affiliate system is the natural next step for WE.
No problem. They keep their promises.
no special terms.
nope. Unless you want to scale up and have a big project in multiple countries or global jurisdictions going to be launched then you need to contact me personally.
Yes
No down time. Communication of going live was done ahead.
  • user interface
  • mobile user interface
  • user interface
  • history of calls
  • chat like skype and whatsapp
  • better Iphone and ipad UI
Yes
After the free period. Change went well.
Yes
When we grow our staff in 1 year that might be the case.
June 04, 2015

Great tool!

Biljana Gligoric | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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 Work[etc]
  • Good design
  • A lot of customization options
  • Great support
  • Bad mobile and tablet app design
  • There are no options for associates to use time sheets
Great tool for all kind of business or nonprofit organisations.
  • Better project managment
  • Good tool for activities tracking
  • Web based concept
6
6
  • coordination
  • activities share and tracking
  • calendar
I'm very satisfied how Work[etc] team is developing this service.
Yes
Work[etc] team always answer on questions on time
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.
  • Ability to add client info to central database has improved our ability to communicate with clients
  • Above situation has allowed us to increase attendance at events which has led to increased consulting engagements
  • Use of WORKetc Webforms has given us the ability to have our clients add themselves to our database when they need help automatically triggering a lead and new contact.
My team demoed every major CRM on the market and came away confused and disappointed. Our sister centers in all 50 states are using a variety of CRMs to manage their businesses. None of them are completely happy. We think WORKetc has the potential to be a near perfect solution for us and our sister centers.
15
All staff at TechHelp use WORKetc including marketing, sales, admin, consultants, management, interns, student employees. Our staff members do consulting in lean manufacturing, six sigma, new product development, product design & prototyping food and dairy safety, exporting and innovation engineering where we help companies develop meaningfully unique ideas for new products, markets, messages, services and business models.
3
We hired an older student with IT experience to help us with the initial install of WORKetc. He moved on and we now manage the system with the marketing manager, business manager, administrative lead and executive director. We do not have a dedicated IT person on staff and find WORKetc is intuitive enough for "lay people" to learn how to mange most aspects of the program. Fantastic WORKetc Tech Support is instantly available when needed.
  • Immediately add contacts from Gmail to WORKetc
  • Tag contacts in WORKetc so that we can fine tune our communication with clients.
  • Move a client engagement along from first contact to lead, sales process, quote, contract, project, billing and reporting.
  • We created WORKetc "Webforms" for each of our 4 primary areas of client engagement and can now direct clients to complete a Webform when they need help.
  • The above process creates a new contact and automatically assigns a lead to the proper team in our organization.
  • The Webform also captures information that is used by our consultants to prepare for a client meeting.
  • Perfect our use of WORKetc to completely manage our business end to end
  • Make better use of the project module by creating and using templates for the various types of projects we manage
  • Learn more about the reporting function so that we can more easily produce reports for the organizations we report to
We already renewed and are in the process of executing a yearly contract. We tried all other major CRM systems and found them lacking. WORKetc has the potential to almost perfectly meet all of our business management needs - NOT JUST CRM - but also creating quotes, managing projects and events, billing and producing reports.
Yes
WORKetc is replacing a system that was built inhouse called "TechTrak" that has a FileMaker back end. I would say TechTrak is used primarily as a place to collect project expenses and income and to track invoices. It is not linked to any other system in our organization. We had been flying blind on the front end sales process and manually taking data out of TechTrak and re-typing it into Quickbooks.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Third-party Reviews
We loved that the product was not to "sales oriented" as most CRMs are and that it was more of an end to end business management system that our field consultants could use to manage client engagements from beginning to end. We also thought the price was very fair given the depth of the product's functionality.
I think we did all we could do at the time. Our problem was that the system we were looking for, WORKetc, was not around or in major use when we first began evaluating systems. In addition to reading reviews and demoing products, we had the luxury of asking our 50 sister centers around the country what they were using and how it was working for them. We learned that most struggled with the same issues that turned us off to major CRM players...too salesy, too dense, too complicated, poor support, too expensive, limited functionality....
  • Implemented in-house
No
Basic support is so good that there is no need for premium support. Because of this, we will not hesitate to pay WORKetc to help us create some unique invoices and reports.
WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled.
Yes
Yes. Normally the same day.
I know that WORKetc is there for our team when needed. Occasionally we need to bring some team members up to speed on certain features. It is easy to schedule a group training session with WORKetc support where a live person is able to answer questions that are specific to our use of the product.
  • The WORKetc "widget" that integrates with Gmail is OUTSTANDING. I can easily add contacts to WORKetc and attach anything to anything right out of my gmail inbox.
  • A WORKetc Project becomes a veritable file folder that can contain ANYTHING related to that project including emails, attachments, files, appointments, discussions, notes...
  • I love that WORKetc is integrated from end to end and will allow us to use one system to manage every aspect of a client engagement from first contact to invoicing.
WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more.
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.
Sales Force Automation (8)
71.25%
7.1
Customer data management / contact management
70%
7.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
86.66666666666666%
8.7
Case management
90%
9.0
Call center management
80%
8.0
Help desk management
90%
9.0
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (3)
83.33333333333334%
8.3
Task management
80%
8.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (2)
85%
8.5
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (3)
86.66666666666666%
8.7
Custom fields
90%
9.0
Custom objects
90%
9.0
API for custom integration
80%
8.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
  • My coworkers and myself are much more efficient since we started using WORKetc. It has every feature we need and if we ever need something added, we can jump on the forum, and WORKetc is willing to listen and improve.
  • Customer service improved since it is easy to go back and read the customer history, see previous tickets, and view special custom fields created specifically for our company.
  • In House Development,ReadyDesk
We are too busy focusing on our business to worry about creating our own alternative. With all of the features available in WorkEtc, it would take us years to have a system that gave us everything we needed and the quality that our customers expected. There are also features that we did not know if we wanted at first but have found them useful.
9
The business functions of the employees that use the product range from training and support to development and programming.
1
There is very little support required. An administrator is responsible for adding employees to the system and making sure the bill is paid on time. All employees have the ability to update customer information as necessary.
  • Customer Management
  • Technical Support
  • Project Management
  • Timesheets and Billing Calculations
  • Calendars and Scheduling
  • The product is not simply a CMS. It can be used to organize projects, maintain scheduling, and provide technical support for clients.
  • The productivity of each employee can be analyzed, including the revenues each employee is bringing in through hourly billing.
  • Timesheets allow custom billing options for multiple rates and allow us to track our time even if a customer is not charged for work. This also enables us to see what changes should be implemented to allow our product to operate more efficiently. If customers send in requests and our employees are working on the same support tickets and devoting too much time to specific issues, we know that we must implement changes based on those features.
  • While we have not been using it much at the moment, we look forward to analyzing employee productivity using the reporting features.
  • We would like to track the way employees spend their time so we can know which features should be implemented in our software product next and rate those based on priority.
  • We would like to use the system to better communicate and support our customers and direct them through the interface so telephone calls become less common.
The only downside of the product that may impact the decision is the cost; nonetheless, there are no reasonable competitors. The product works great for us, and we have no reason to switch. It is better than alternatives and makes more sense than a homegrown solution.
Yes
We were previously using a product named ReadyDesk. It was nice and simple, but it lacked many of the features we needed and wanted. It had some bugs that were troublesome and would require additional work on the part of our administrator to maintain it. WorkEtc does not suffer from these issues and has all of the features we currently need.
  • Price
  • Product Features
  • Product Usability
  • Analyst Reports
The product features covered everything we needed. Timesheets, customer support tickets, project management, employee reports, automatic ticket creation through email, custom tags for customer records, customer initiated account creation, and more features were some of the reasons for our choice. The software gives a great amount of control. Even the interface and placement of widgets can be customized.
While the decision to choose this product was my mine, I support the decision to use it. I have never worked with such a full featured CMS product before. The system works well for any business, and while not all features are necessary, they are there if we ever need them. The only change might be that we should have been using WORKetc sooner.

  • Implemented in-house
No
Change management was a minor issue with the implementation
Learning about the new features and dispersing that information to employees was the biggest challenge I noticed from the implementation of the product. While it is easy to use, there are so many features that it may be a challenge to grasp them all. Even after all this time, we may not fully understand all of the features available to us.
  • We had to keep checking our old system after implementing the switch-over of our old email accounts because some replies from customers would be based on the responses in the old CMS.
  • We had to move all of the customers into the system manually and over time. While customers are able to add their own accounts, not all of them do so.
  • Because we wanted to use all of the new features, we had to add many custom fields and insert information from our customers into them. This information was not from the old system as we never had access to such information in the past. While it is nice to have, it took some time to implement and insert all of the custom data.
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
While I have not had much trouble at all with the product, the only time I have had questions, they were available and answered my question quickly and accurately.
No
The best support is their attention to feature requests. They will reply to your feature request, let you know whether they like it, and work with their community to implement that request. Users of the system have the opportunity to vote on feature requests, and if a lot of people feel like the feature is well suited for their company, the vendor will put it into place!
  • It is easy to create customer support tickets.
  • Customer contacts can be added quickly into the system.
  • Timesheets are easy to create and assign to specific customer accounts.
  • The filter features of reports are not as easy to use as I would like.
  • The search features are effective, but they feel cumbersome.
  • The discussion features should probably appear threaded instead of purely linear. Switching between the two interfaces would be a good option.
Yes
The interface works very well, but it seems to have more limited features than the desktop version.
While the interface is excellent, it is not perfect. There is room for improvement to make the changes feel smooth. The ability to customize just about every aspect of the interface is an excellent advantage of the product. If you are unhappy with almost any part of the interface placement, you can move it where you want it to be.
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.
  • Increased employee efficiency
  • Faster customer support
  • Faster, and more accurate, billing
  • Easy expense tracking
Once you've used it, you'll understand! It's a game-changer. It's like putting in your fourth batter with bases loaded. WORKetc knocks CRMs out of the park, and will revolutionize the way you run your company. We've used it for 3 or 4 years now, and we can't imagine going without it.
5
The users on our account do everything from financing to technical and customer support, with an owner and president who can manage and see everything. We expense, bill, track time and communication, and analyze our company's financials purely through Worketc's reports and services.
Work[etc] is always quick to help, easy to talk to or communicate with, and they know what they're doing. Problems simply seem to go away.
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