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WORKetc

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WORKetc 2026: Benefits, Features & Pricing

Wondering if WORKetc is right for your organization?

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

WORKetc
WORKetc
4.6
(85)

Pricing

Starting at $78.00 per month

About WORKetc

WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of companies of all sizes. WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information manually, or automatically via Web forms and email. Support cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from Google Workspace or Outlook. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks Online and Xero.

This platform allows your team to work from anywhere, central...

izing team and customer collaboration, and bringing remote teams together. It offers mobile access via iOS and Android apps, enabling you to manage your business at work, at home, or on the road. With WORKetc, you can say goodbye to painful integrations and multiple costly web apps, and say hello to increased productivity and efficiency.

WORKetc Screenshots

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WORKetc Pricing and Plans

Starting price: $78.00 per month
Free Trial
Free Version

Starter

$78.00

flat rate, per month

Plan includes:

  • 2000 Contacts
  • 2 Users
  • 3 GB Storage

Team

$195.00

flat rate, per month

Plan includes:

  • 10000 Contacts
  • 15 GB Storage
  • 3 Users
  • Accounting Integrations
  • Customer Portal
  • Email Marketing
  • Reporting
  • Social Media

Foundations

$395.00

flat rate, per month

Plan includes:

  • 20000 Contacts
  • 3 Users
  • 50 GB Storage
  • Contractor Portal
  • Deep Reporting
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WORKetc Features

  • Popular features found in Project Management
    Billing & Invoicing
    Budget Management
    Document Management
    File Sharing
    Gantt/Timeline View
    Issue Management
    Kanban Board
    Milestone Tracking
    Multiple Projects
    Prioritization
    Resource Management
    Time & Expense Tracking
  • More features of WORKetc
    Access Controls/Permissions
    Accounting
    Accounting Integration
    Activity Dashboard
    Activity Tracking
    Alerts/Escalation
    Alerts/Notifications
    API
    Assignment Management
    Calendar Sync
    Campaign Management
    Client Management
    Client Portal
    Collaboration Tools
    Commenting/Notes
    Configurable Workflow
    Contact Database
    Contact Management
    Cost-to-Completion Tracking
    CRM
    Customer Database
    Customizable Fields
    Customizable Invoices
    Customizable Reports
    Customizable Templates
    Data Import/Export
    Data Visualization
    Deadline Management
    Document Storage
    Email Management
    Email Marketing
    Email Templates
    Email Tracking
    Employee Management
    Event Triggered Actions
    File Management
    Financial Management
    Help Desk Management
    Hourly Billing
    Interaction Tracking
    Internal Chat Integration
    Invoice Creation
    Invoice History
    Lead Capture
    Lead Generation
    Lead Management
    Lead Qualification
    Marketing Automation
    Mobile Access
    Mobile App
    Multi-Currency
    Opportunity Management
    Percent-Complete Tracking
    Performance Metrics
    Product Catalog
    Progress Tracking
    Project Billing
    Projections
    Project Management
    Project Planning/Scheduling
    Project Templates
    Project Time Tracking
    Purchasing & Receiving
    Quotes/Estimates
    Real-Time Data
    Real-Time Updates
    Recurring/Subscription Billing
    Referral Tracking
    Reminders
    Reporting/Project Tracking
    Reporting & Statistics
    Role-Based Permissions
    Sales Reports
    Scheduling
    Search
    Search/Filter
    Segmentation
    Self Service Portal
    Shared Contacts
    Social Media Integration
    Status Tracking
    Support Ticket Tracking
    Tagging
    Task Management
    Task Progress Tracking
    Task Scheduling
    Template Management
    Testing/QA Management
    Third-Party Integrations
    Training Management
    Vendor Management
    Workflow Management

WORKetc Integrations

Google Calendar
Google Calendar
Google Workspace
Google Workspace
Microsoft Outlook
Microsoft Outlook
Evernote Teams
Evernote Teams
Box
Box
Xero
Xero

See all 9 integrations

WORKetc User Reviews

Overall Rating

4.6

Ratings Breakdown

5

72%

4

22%

3

5%

2

1%

1

0%

Secondary Ratings

Ease of Use

4.3

Value for money

4.6

Customer support

4.9

Functionality

4.6

Ross's profile

Ross H.

Verified reviewer

Higher Education

1001-5000 employees

Used unspecified for less than 2 years

Review source

Reviewed June 2015

Great Saas to connect virtual offices and teams: more than a CRM

4

We've been using WorkEtc now for 2 years. Before WorkEtc we ran Daylite as our central CRM but when I (the boss) needed to spend considerable time out of the office we needed a solution that was quick and efficient via the internet. We looked at a number of different solutions but chose WorkEtc as it was more than just a CRM. One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease.

Ratings Breakdown

4
Ease of use
5
Value for money
4
Customer support
icon
Pros:
WorkEtc is a good solution for virtual teams and virtual offices to keep their data connected. It works well for employees in different time zones and different countries. We've been able to partially automate some business processes, including support cases, projects, tasks, and invoicing.
Cons:
We've been disappointed with the 'clunkiness' and time consuming way of tracking time for projects and generating invoices. We use another solution to track project time (which doesn't have invoicing capabilities) and enter the time into the invoice manually. For some reason the workflow for WorkEtc is not as efficient as the other solution. Their customer support team is very efficient however it feels as if product development is slow and often behind schedule. (Sign up because you like the features they have, not the features they are promising.)

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Sam's profile

Sam G.

Verified reviewer

Consumer Services

Used daily for less than 2 years

Review source

Reviewed December 2017

A good cloud base CRM for project management

5

Ease of use, one place for almost all of my data, financial, operations, leads, etc. I really liked the fact of being able to log in from any computer and update projects.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Ease of use, and ability to update records within a given project. Also the fact that I can access the CRM through my smart phone. It's also beneficial to have my leads in one place and too track them as well.
Cons:
There is a opportunity to add a automation process. For instance, if I want an automatic email to be delivered once a certain milestone is met, it would be nice for the system to send it, based on a process that I setup ahead of time.

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Gavriella's profile

Gavriella W.

Verified reviewer

Apparel & Fashion

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2018

Not my favorite CRM

3

Ratings Breakdown

4
Ease of use
5
Customer support
4
Functionality
icon
Pros:
It was fairly intuitive to figure out how to enter data. It was also really customizable which was necessary for us.
Cons:
It didn’t integrate well with our email, which is kind of the whole point.

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Colin's profile

Colin S.

Verified reviewer

Computer Software

501-1000 employees

Used unspecified for less than 2 years

Review source

Reviewed April 2016

WORK[etc] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses.

4

WORK[etc] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses. The detail tracked by WORK[etc] in terms of support is outstanding, with a DETAILED audit trail being the one key missing feature. Project management is solid, although the GANTT chart could use a few more features, in my opinion. That said, it works very well. Sub-projects are a great feature under project management as well. Time sheets are easy to use. Wish recurring invoices could automatically become billable, but not the end of the world. The package is great for getting everyone on one system. Not necessarily best of breed across the board, but gets everyone in the company on the same page.

Ratings Breakdown

5
Customer support
icon
Pros:
-Solid project management. -Great support system. -Awesome support staff who is always there to help. They will truly get to know your business.
Cons:
-Missing small features here or there that aren't make or break. -Has no resource allocation, which is huge for project managers.

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Jaymes's profile

Jaymes B.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for unspecified

Review source

Reviewed February 2017

Great CRM, Highly Respected

5

​ I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service. ​We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work. ​

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
Pros:
​Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys ​
Cons:
Pricing options, original mobile app environment felt crowded

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Charlotte's profile

Charlotte B.

Verified reviewer

Environmental Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2017

Excellent adaptable software

4

Ratings Breakdown

4
Ease of use
4
Value for money
4
Customer support
4
Functionality
icon
Pros:
Customisation - everything in one place and a system that can be adapted to our businesses requirements.
Cons:
Often difficult to navigate. A lot of functions do the same thing but in different ways - more than one route to get to where you want to go!

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Ryan's profile

Ryan B.

Verified reviewer

Marketing and Advertising

51-200 employees

Used unspecified for less than 12 months

Review source

Reviewed July 2016

Software to Run a Business

5

We've been running for years with a pieced together system that involved a billing system, a ticketing system, a bunch of spreadsheets, and a new CRM every few weeks. We tried getting systems to integrate, and play nice. It wasn't until we discovered WorkETC that we found a solution. We have been able to more than double our productivity and bandwidth because the software integrates everything we need in one place. The mobile version of the software is crucial during the times we're meeting with the clients, or are on the road looking for information. It's fast, easy, and it just works.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
icon
Pros:
Ease of use. Fast loading. Information at our fingertips.
Cons:
This is a tough one. Perhaps the user interface is a little clunky. Trying to make adjustments to projects and tech support cases isn't as easy as we'd like. We find that just leaving notes and making the changes when we've returned to the desktop is a little easier. But means a little more time.

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Regan's profile

Regan B.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed December 2017

Excellent. The team at WORK etc have gone above and beyond to get this up and running for us.

5

This software has helped our business grow much faster than expected. We are now in the 21st century with this CRM. Moving away from paper has been the best thing for us

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Great customization to work around our business and how we need it. Th team were able to deliver everything we requested.
Cons:
that we didn't upgrade earlier. Out staff would like to be able to customize the colors for each user.

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Michael's profile

Michael A.

Verified reviewer

Used unspecified for less than 12 months

Review source

Reviewed March 2016

WorkEtc

5

We use WorkEtc in a CPA firm for tracking customers, projects, support requests, and discussion among staff. The combination of a singular customer database among functional areas is a big productivity boost for our firm. We have yet to use some of the marketing and sales features but what we have been able to use is great.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
icon
Pros:
Customer portal is useful for getting customer information Customizable forms are great for capturing data from the portal and on our company sites. Customer Support functionality is excellent for getting the customer needs cataloged to be address and measured.
Cons:
Portal needs more development. Has so many features it can be overwhelming

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Thomas's profile

Thomas L.

Verified reviewer

Hospital & Health Care

11-50 employees

Used unspecified for unspecified

Review source

Reviewed June 2014

Brings Everyone On The Team Together

5

Before using Work[etc.] our teams were scattered in various SaaS options, which prevented transparency and caused disconnect between employees. We have been live on Work[etc.] for a little over 2 months now, and have made tremendous progress. At first it may seem overwhelming with the complexity and options it provides, but our staff has quickly gotten used to using Work[etc.]

Ratings Breakdown

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Showing 1 - 10 of 85 Reviews

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