WORKetc Software


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.

Customer management
Customer management

Customer management

Contact management

Contact management

Budgeting

Budgeting

Billing

Billing

Object views

Object views

Project view

Project view

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8



87 Reviews of WORKetc

Overall rating

4.5 / 5 stars

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Gavriella from Margaux

Number of employees:  11-50 employees

Ease-of-use

Customer support

Functionality

October 2018

Not my favorite CRM

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.

Review Source: Capterra
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Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

October 2018

Just alright

This CRM worked for a while but we quickly outgrew it.

Pros

It served the main purposes of any CRM - to keep track of contacts and companies and to track sales.

Cons

At the time I was using it, it didn't integrate well with our email service and had a ton of bugs. Additionally, it was difficult to customize.

Review Source: Capterra

Christina from Wound Care Advantage

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

WorkETC saved us time!

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.

Review Source: GetApp

Dave from ECO Communications

Ease-of-use

Value for money

Customer support

Functionality

January 2018

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

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!

Review Source: Capterra

Regan from Eco communications

Ease-of-use

Value for money

Customer support

Functionality

December 2017

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

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.

Review Source: Capterra

Keith from OnYourMark, LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

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

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.

Review Source: Capterra

Margaret from Wound Care Advantage

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Easy, simple, and straightforward.

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.

Review Source: Capterra

Sam from Home Repair Network San Diego by HOCOA

Ease-of-use

Value for money

Customer support

Functionality

December 2017

A good cloud base CRM for project management

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.

Review Source: Capterra

Peter from TruBlu

Ease-of-use

Value for money

Customer support

Functionality

August 2017

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

Pros

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

Review Source: Capterra

Melissa from Wound Care Advantage

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

WORK[etc] connected our disconnected teams

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

Ease-of-use

Value for money

Customer support

Functionality

July 2017

Amazing all in one tool for small teams

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

Ease-of-use

Value for money

Customer support

Functionality

June 2017

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

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

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Excellent adaptable software

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

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Fewer

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

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Good integrated CRM

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

Ease-of-use

Value for money

Customer support

Functionality

April 2017

Great Business Management Solution

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

Ease-of-use

Value for money

Customer support

Functionality

March 2017

Finally - A CRM that works for us!

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

Ease-of-use

Value for money

Customer support

Functionality

February 2017

Great CRM, Highly Respected

​ 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

Ease-of-use

Value for money

Customer support

Functionality

February 2017

A Must Have

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

Ease-of-use

Value for money

Customer support

Functionality

January 2017

Great tool to work

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

Displaying 1 - 20 of 87 reviews