WORKetc software


85 reviews(4.5/5)
85 reviews(4.5/5)

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 using live support, Web forms and email, and 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 cloud services and Google apps for business.

The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, payment gateways, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks, Xero and CSV.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , Web browser (OS agnostic) , Windows 2000 , Windows 8

85 Reviews of WORKetc

Showing 1 - 20 of 85

Start your review of WORKetc

Click to start
  • Christina from Wound Care Advantage

    Number of employees: 51-200 employees

    January 2018

    WorkETC saved us time!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Our team has been able to improve on efficiently because we are able to retain and provide quick feedback into the CRM. We no longer are wasting time in repetitively inputting data when we have a spare moment instead we can quickly add them as we go especially with the mobile app. I think it has allowed us to track our sales as well because we can easily do all the follow up from sales, to the pitch, to the quote.

    Cons

    I really like the fact that they have a mobile app however it doesnt do all that I need. Yes, we can track and put in data right when we are tracking but the app doesnt allow for the features to work as it would on the website. I understand these two would be different but more availability in the features would be nice.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Dave from ECO Communications

    January 2018

    Fully integrated CRM package for all facets of our business from Leads through to Service delivery

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Staff Accountability and customisation to suit the processes of our company

    Pros

    From being able to track leads into sales, through to automated Support ticketing when emails are sent to our Service inbox.
    We have created work groups comprising of the different teams in our organisation and then use the discussion feature built into WORKetc to be able to keep the whole team abreast of what is happening in their neck of the woods.
    The Timesheets that can be allocated to pretty much any activity have also been a game changer for us as we can now accurately report on billable hours to make sure that we are costing our maintenance packages out effectively.

    Cons

    The servers were based overseas originally so there was a small lag on data entry but since they have utilised country specific servers, we havent seen any issues at all!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Regan from Eco communications

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Keith from OnYourMark, LLC

    Number of employees: 11-50 employees

    December 2017

    Used daily by the whole team, making us more accountable and accurate.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Smooth workflow requiring fewer people. Greater accountability and greater accuracy. High standards are much more achievable. Knowledge Base (KB) allows for sharing the "why" of our standard operating procedures, not just the how. Project Templates are custom for us, and allow us to consistently do the job right, while not having to 're-invent the wheel.'

    Pros

    Customizable as can be, and multi-functional. Takes far fewer people to do a job that it did before Work[ETC], in less time, with better results.

    Work[ETC] replaced about nine different "silos of information" with one solid system - offering much better documentation of our work, as well as accuracy, to boot!

    Cons

    Takes real work and a dedicated professional owner or manager to even begin to get the full value Work[ETC] offers. That's okay, because the payback on time invested is at least 20x, sometimes 40 or 50x, long term ... with better results.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Margaret from Wound Care Advantage

    December 2017

    Easy, simple, and straightforward.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I liked the options available to personalize how you use the system. You can try different ways and see which works most efficient for your company.

    Cons

    There may be too many options- too many ways to file documents, which may make it hard to locate where something is filed.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sam from Home Repair Network San Diego by HOCOA

    December 2017

    A good cloud base CRM for project management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Peter from TruBlu

    August 2017

    The overall benefit of WORKetc is achieved by combining all best aspects of CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It can be effectively used for operations such as billing, project management, Helpdesk and Support

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Melissa from Wound Care Advantage

    Number of employees: 51-200 employees

    July 2017

    WORK[etc] connected our disconnected teams

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The project management component of WORKetc has been indispensable. I work in the healthcare industry and we manage outpatient programs at hospitals. My team is responsible for implementing new contracts and then we pass them over to the operations team for ongoing retention and support. With WORKetc we've been able to organize our new build and/or transitioning of programs into our organization well and simultaneously create historical data as we focus on long-term value and support to keep them.

    I also like the discussions feature within WORKetc. Before, we were utilizing Google Hangouts to talk about client needs, but now if we need to discuss a specific client issue, we can utilize the feature within WORKetc which means it's seamlessly connected to that account. It also integrates well with Google Drive, negating any duplication of document storage (a problem we've had in the past).

    The system also has great API functionality that we use to post data from WORKetc across another proprietary platform within our organization. This allows our customers to stay current with things like implementation status, support ticket status, etc.

    Cons

    The integration with Gmail isn't amazing. It works but you have to really know exactly what you are looking for within WORKetc to be able to connect the email with the appropriate customer.

    The system can get pricey if you have corporate based users that don't interact with clients often enough to give them an account. For example, our media team creates customized videos for clients on an irregular basis, so paying for them to be in WORKetc all the time doesn't make sense. It would be nice if there was a way to setup tiered levels of users to account for irregular users.

    Review Source: GetApp
  • Randy from tekRESCUE

    July 2017

    Amazing all in one tool for small teams

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software allows us to keep our small business organized in a way we never could before. We love the CRM, the ticketing, the time tracking and the invoicing. It's all an integral part of our business flow.

    Cons

    The only thing I didn't rate five stars was "ease of use." It's not really worketc's fault though. There are so many features. The tutorials and help is top notch. Customer service is world class. There is just so much to learn. The good news is that its EASY to get started. A minute to learn and a lifetime to master.

    Review Source: Capterra
  • Melissa from Wound Care Advantage

    Number of employees: 51-200 employees

    June 2017

    Work[etc] has changed the way we manage clients - for the better!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    When we first began working with Work[etc] we were frustrated. We felt like the system wasn't solving our problems. Then one day our CTO asked a pointed question I'll never forget: Is the software not meeting our needs or is Work[etc] just highlighting our inefficiencies and showing us a better way? We had to fully acknowledge that the system could guide us into a better project and client management approach as it truly has laid out the best tools for the job. Once we let the software speak for itself and not try to impose our broken models into it, we quickly saw value from the system. The most useful thing about this software was that it provided a storehouse of data on our clients across all phases of our contract life, creating a story of where we've been, what we're doing and what needs to happen in the future to keep the client happy.

    Cons

    The main frustration has to do with user experience: if you click into a project from the "Project Tree" viewpoint and make a quick change, the system doesn't take you back to the same page after it saves the change. You have to start from the beginning of the project tree rather than land back in the subproject itself.

    Review Source: Capterra
  • Charlotte from Responsible Solutions Ltd

    Number of employees: 2-10 employees

    June 2017

    Excellent adaptable software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    Review Source: GetApp
  • Keith from u.s. referrals network

    Number of employees: 2-10 employees

    June 2017

    Fewer

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Reducing the number of "info silos" is the #1 benefit. Get rid of CRM, support ticket management, project management, database entries, notes, untracked email, work timers, and more....because ALL are part of WorkEtc.

    Customization tools the #2 benefit. Create 'Smart Lists' (based on info already contained in WorkEtc (instead of separate spreadsheets for everything). Create standard (YOUR 'custom standard' projects, email replies, etc. Do it once and ensure it's done the same way every time.

    Review Source: GetApp
  • Ross from Promethean Editions Limited

    Number of employees: 2-10 employees

    June 2017

    Good integrated CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We've seen benefits of integration. All our team members can collaborate on customer/client interaction. No more email chains, ccs, bccs, etc.

    Pros

    The best feature of WorkEtc for us is the ability to link work Projects to Customer/Client records. We previously managed "projects" using FileMaker Pro, but this was clunky and not fully sharable with the entire team. WorkEtc allows us to link the Customer Record with a Project Record (such as a product rental or a product licence) and all the constituent emails. As a result, we have less important emails sitting in Outlook or Mail accounts on individual devices, and more integrated in the CRM.

    Cons

    The GUI is dated and a little clunky. The developers have been promising a new interface for several years now, but nothing has been delivered. It is a shame.

    Review Source: Capterra
  • Rick from Aepiphanni

    Number of employees: 2-10 employees

    April 2017

    Great Business Management Solution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    In the realm of business management solutions for small businesses, Work, Etc., is definitely among the top. A single source for CRM, PM, Financial Management, Sales Force Automation, Marketing Automation, and reporting made Work, Etc., a no brainer. The level and speed of support is excellent, the platform rock-solid and documentation is crystal clear. Comes highly recommended.

    Pros

    All in one solution, great support, excellent documentation, great integrations

    Cons

    With such an all-encompassing solution, it is quite the commitment to learn and move everything. Once up to speed, however, you probably won't want to run without it.

    Review Source: Capterra
  • Nicole from Integrant Services, LLC

    Number of employees: 1 employee

    March 2017

    Finally - A CRM that works for us!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We are a 2-person company that needed a single tool to manage both support tickets, a deal pipeline and project management. After trying literally HUNDREDS of so-called 1-stop CRMs, Work[etc] was the ONLY tool that actually delivered on what it advertises. The quality for the price is second to none, and it's pretty easy to use. There are a few things that could be better, but the development team is committed to improving their product over time. We're looking forward to future planned enhancements. Oh, and I should mention that there IS a mobile app, which many CRMs don't have. I don't use it much, but it's pretty good.

    Pros

    It really is a one-stop-shop for managing customers, deals, projects and support tickets. It has great integration with Google (GSuite). We have significantly lowered our individual emails with tickets and inquiries going directly into Work[etc]

    Cons

    The integration to Xero (accounting/financial software) isn't as good as it could be.

    Review Source: Capterra
  • Jaymes from Bond-Pro, LLC

    Number of employees: 11-50 employees

    February 2017

    Great CRM, Highly Respected

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ​ 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. ​

    Pros

    ​Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys ​

    Cons

    Pricing options, original mobile app environment felt crowded

    Review Source: GetApp
  • Jaymes from Bond-Pro

    Number of employees: 11-50 employees

    February 2017

    A Must Have

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I never had to work with a CRM until I started at this company. 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.

    Pros

    It's usability and complex features that have been really thought out

    Cons

    Mobile App feels crowded

    Review Source: Capterra
  • Mariza from Molina Advogados Associados

    January 2017

    Great tool to work

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Worketc it is a great tool, with a lot of options to have control about many areas of your company (time-sheet,Finance, projects). Very customizable too, with a great variety of reports.

    Review Source: Capterra
  • Mauricio from 4xpert

    Number of employees: 2-10 employees

    January 2017

    Great and easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Worketc it is a great tool for your company, easy to use, very customizable to attend your needs. I really recommend.

    Pros

    Worketc it is a great tool for your company, easy to use, very customizable to attend your needs.A complete tool, with various modules like, timesheet, service desk, finance, projects, etc.

    Cons

    None that I remember.

    Review Source: Capterra
  • Celina from tekRESCUE

    Number of employees: 2-10 employees

    September 2016

    Powerful and adaptable

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I think one of my favorite things about Worketc is that it's so powerful. You have a CRM that has the ability to contain all your customer data in one place, but then all that customer info can be connected to projects, support cases, invoices, events, appointments. It's easy to modify, you won't need an act of congress to make changes. Then you have the ability of being able to access it through the mobile apps.

    Pros

    Powerful all-in-one web application. Nothing to install or download.

    Cons

    User interface is a bit dated

    Review Source: Capterra
Do you use WORKetc?Write a Review
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (844) 852-3639