WORKetc 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
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

WORKetc Pricing and Plans
Starter
$78.00
Plan includes:
- 2000 Contacts
- 2 Users
- 3 GB Storage
Team
$195.00
Plan includes:
- 10000 Contacts
- 15 GB Storage
- 3 Users
- Accounting Integrations
- Customer Portal
- Email Marketing
- Reporting
- Social Media
Foundations
$395.00
Plan includes:
- 20000 Contacts
- 3 Users
- 50 GB Storage
- Contractor Portal
- Deep Reporting

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WORKetc Features
- Popular features found in Project ManagementBilling & InvoicingBudget ManagementDocument ManagementFile SharingGantt/Timeline ViewIssue ManagementKanban BoardMilestone TrackingMultiple ProjectsPrioritizationResource ManagementTime & Expense Tracking
- More features of WORKetcAccess Controls/PermissionsAccountingAccounting IntegrationActivity DashboardActivity TrackingAlerts/EscalationAlerts/NotificationsAPIAssignment ManagementCalendar SyncCampaign ManagementClient ManagementClient PortalCollaboration ToolsCommenting/NotesConfigurable WorkflowContact DatabaseContact ManagementCost-to-Completion TrackingCRMCustomer DatabaseCustomizable FieldsCustomizable InvoicesCustomizable ReportsCustomizable TemplatesData Import/ExportData VisualizationDeadline ManagementDocument StorageEmail ManagementEmail MarketingEmail TemplatesEmail TrackingEmployee ManagementEvent Triggered ActionsFile ManagementFinancial ManagementHelp Desk ManagementHourly BillingInteraction TrackingInternal Chat IntegrationInvoice CreationInvoice HistoryLead CaptureLead GenerationLead ManagementLead QualificationMarketing AutomationMobile AccessMobile AppMulti-CurrencyOpportunity ManagementPercent-Complete TrackingPerformance MetricsProduct CatalogProgress TrackingProject BillingProjectionsProject ManagementProject Planning/SchedulingProject TemplatesProject Time TrackingPurchasing & ReceivingQuotes/EstimatesReal-Time DataReal-Time UpdatesRecurring/Subscription BillingReferral TrackingRemindersReporting/Project TrackingReporting & StatisticsRole-Based PermissionsSales ReportsSchedulingSearchSearch/FilterSegmentationSelf Service PortalShared ContactsSocial Media IntegrationStatus TrackingSupport Ticket TrackingTaggingTask ManagementTask Progress TrackingTask SchedulingTemplate ManagementTesting/QA ManagementThird-Party IntegrationsTraining ManagementVendor ManagementWorkflow Management
WORKetc Integrations
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 H.
Verified reviewer
Higher Education
1001-5000 employees
Used unspecified for less than 2 years
Review sourceReviewed 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
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Sam G.
Verified reviewer
Consumer Services
Used daily for less than 2 years
Review sourceReviewed 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
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Gavriella W.
Verified reviewer
Apparel & Fashion
11-50 employees
Used daily for less than 12 months
Review sourceReviewed October 2018
Not my favorite CRM
3
Ratings Breakdown
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Colin S.
Verified reviewer
Computer Software
501-1000 employees
Used unspecified for less than 2 years
Review sourceReviewed 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
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Jaymes B.
Verified reviewer
Information Technology and Services
11-50 employees
Used daily for unspecified
Review sourceReviewed 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
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Charlotte B.
Verified reviewer
Environmental Services
2-10 employees
Used daily for more than 2 years
Review sourceReviewed June 2017
Excellent adaptable software
4
Ratings Breakdown
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Ryan B.
Verified reviewer
Marketing and Advertising
51-200 employees
Used unspecified for less than 12 months
Review sourceReviewed 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
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Regan B.
Verified reviewer
Used daily for less than 12 months
Review sourceReviewed 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
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Michael A.
Verified reviewer
Used unspecified for less than 12 months
Review sourceReviewed 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
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Thomas L.
Verified reviewer
Hospital & Health Care
11-50 employees
Used unspecified for unspecified
Review sourceReviewed 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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