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.
$78
per month
Pricing
WORKetc
Editions & Modules
Starter Edition
$78
Per Month for up to 2 Users
Team
$195
Per month for up to 3 Users (Each extra user + $49/month)
Foundations
$395
Per month for up to 5 Users (Each extra user + $59/month)
Technical Specialist in Information Technology at Eco communications (Telecommunications, 11-50 employees)
Chose WORKetc
We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Founder, Owner/Operator in Corporate at OnYourMark, LLC (Online Media, 11-50 employees)
Chose WORKetc
After the Great Recession, I wanted to reduce the complex system of non-interoperable programs we were using. The idea of one simple, comprehensive system (coupled with Google Apps, that is) appealed to me a great deal. The accountability and documentation features are a very …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Chose WORKetc
We decided to go with WORKetc because it was cheaper than what was offered from the other companies. We liked that the interface was very user-friendly and customer service is very easy to get in contact with. Our company was just starting so it was a good way for us to be …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
VP of Corporate Operations in Corporate at Wound Care Advantage (Hospital & Health Care, 51-200 employees)
Chose WORKetc
Smartsheet was a never-ending to do list of unattached items. It wasn't creating a database for us to continue to pull from. WORK[etc] is both project managing and client managing at the same time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Owner in Information Technology at tekRESCUE (Computer Networking, 1-10 employees)
Chose WORKetc
WORK[etc] beats Google Drive hands down for CRM, time tracking, and tickets. We have used Google Drive for each of these before. We were using Basecamp for support tickets (projects). WORK[etc] beats that one hands down. We now only use Google Drive to keep track of detailed …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
President at Kardon Compliance (Computer & Network Security, 1-10 employees)
Chose WORKetc
Solve360 was our previous tool. It worked fine to capture the information but not for our type of activity where we needed to have one client that may have multiple support issues, training plans, projects, and long term plans all moving at the same time. We tested Salesforce …
Managing Director in Corporate at Responsible Solutions Ltd (Environmental Services, 1-10 employees)
Chose WORKetc
Most CRM systems for SMEs are designed for manufacturers. Worketc is designed for consultancies and support companies so in that respect it is one of only a few systems out there that are suitable. They are transparent on their pricing so before you start evaluating you know …
Software Engineer / DBA in Information Technology at Virtual Resort Manager (Computer Software, 11-50 employees)
Chose WORKetc
I used HelpSTAR when I first started working with Virtual Resort Manager. This was comprehensive CRM software as well, but I found the learning curve was much more difficult. Companies don't have time to catch up on such a key resource. Once we made the switch, Work[etc]'s …
freelance graphic & web designer in Research & Development at Freelance (Graphic Design, 1-10 employees)
Chose WORKetc
For web development, Adobe was just like a larger WordPress based software to me. with WORKetc I get just about everything I need to manage clients, projects, workers, and more!
Owner in Professional Services at Eagle Vision Property (Real Estate, 1-10 employees)
Chose WORKetc
WORKetc is much better because it is integrated with a number of key modules that we use all the time. It's also proven to be very robust in its operation and search facility of managing over 4000 contacts. We also like it because it provides a great level of certainty that …
Customer Support in Information Technology at The Gringham Group (Consumer Services, 1-10 employees)
Chose WORKetc
WORKetc is the best bang for your buck. It allows you to control the company from one program and training is easy. It lets you customize to allow you to complete everything that you need to get done. I like the fact that all your contacts are all in one area.
Director of Information Technology in Information Technology at Proficient Health (Hospital & Health Care, 11-50 employees)
Chose WORKetc
I have used, SugarCRM, SalesForce, ZenDesk, Zoho, FreshDesk, and WORKetc. In my opinion WORKetc does it better than all the other products do for our organization.
Marketing Manager & Growth & Innovation Team in Marketing at Boise State University - TechHelp Manufacturing Extension Partner (Higher Education, 1001-5000 employees)
Chose WORKetc
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 …
Social Media Marketing Manager in Marketing at Virtual Resort Manager (Computer Software, 11-50 employees)
Chose WORKetc
Work etc is in all ways the best thing on the market for an all in one efficiency and CRM. All of our data is in one place and when someone send in a help ticket that is actually a sales item we are able to easily and consistently add the information needed and complete the …
in Corporate at iLifestyle, LLC (Information Technology and Services, 1-10 employees)
Chose WORKetc
I have not found a competitor that solved the same needs. Though individual cloud apps may work better individually, overall having everything in one place won me over.
Key User Insights
Would buy again
No answers on this topic
Delivers good value for the price
No answers on this topic
Happy with the feature set
No answers on this topic
Lived up to sales and marketing promises
No answers on this topic
Implementation went as expected
No answers on this topic
Features
WORKetc
Sales Force Automation
Comparison of Sales Force Automation features of WORKetc
Feature
WORKetc
7.9
13 Ratings
2% above category average
Customer data management / contact management
8.613 Ratings
Workflow management
8.312 Ratings
Opportunity management
7.810 Ratings
Integration with email client (e.g., Outlook or Gmail)
7.913 Ratings
Contract management
7.31 Ratings
Quote & order management
8.18 Ratings
Interaction tracking
7.82 Ratings
Channel / partner relationship management
7.31 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of WORKetc
Feature
WORKetc
8.3
12 Ratings
10% above category average
Case management
9.011 Ratings
Call center management
7.31 Ratings
Help desk management
8.512 Ratings
Marketing Automation
Comparison of Marketing Automation features of WORKetc
Feature
WORKetc
7.4
11 Ratings
2% below category average
Lead management
7.710 Ratings
Email marketing
7.19 Ratings
CRM Project Management
Comparison of CRM Project Management features of WORKetc
Feature
WORKetc
8.1
13 Ratings
6% above category average
Task management
8.713 Ratings
Billing and invoicing management
7.810 Ratings
Reporting
7.912 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of WORKetc
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
