WORKetc Software


 

WORKetc is a Web-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk and 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 life cycle 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.

 

WORKetc - Customer management
 
  • WORKetc - Customer management
    Customer management
  • WORKetc - Contact management
    Contact management
  • WORKetc - Budgeting
    Budgeting
  • WORKetc - Billing
    Billing
  • WORKetc - Object views
    Object views
  • WORKetc - 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

80 Reviews of WORKetc

 

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Software Advice Reviews (3)
More Reviews (77)

Showing 1-3 of 3

Scott from Moore Engineering Services
Specialty: Engineering

October 2015

October 2015

WORKetc helps create an efficient and effective work day, anywhere

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Since you can access WORKetc anywhere with an internet connection, by phone or computer, your business can travel with you. Whether you need access to contacts, projects, invoices, time sheets, or your calendar, it is all at your fingertips no matter where you are. Within a matter of seconds, everything you need is at your disposal. It gives you the ability to keep all communications with clients in one place, so that you can run your business efficiently. WORKetc is user friendly and easy to learn. They realize that companies rely on them to manage their business. WORKets runs smoothly, however, if an issue does arise, their response time is short. They work on resolving the issue as a matter of priority and provide updates and details of measures that will be taken to prevent the issue from occurring again.

Likes Least

While we are greatly pleased with how WORKetc allows us to run our business activity, we would like to see a few changes in the issue of quotes. Currently, the way it works is if I create a quote with a certain amount of hours of time on it, my next time sheet will show that amount of time. I view a quote as what I provide my client or potential client prior to them hiring us or approving the work, so I don't want it anywhere other than on that quote. Once they hire us I still don't want it anywhere until we've done the work or decided to bill it. Typically, we don't convert quotes to invoices but bill against the project and compare back to the quote when we create the invoice.
I'd also really like to be able to attach a quote to a project, we often provide additional work on a project requiring additional quotes to be created for that specific project - as it is now it becomes cumbersome when multiple projects for one client have multiple quotes.

Recommendations

We believe that this software pays for itself. The best recommendation we can give is to try it out. Get a feel for the software and the ease of use. It takes time to learn and there is some set up involved, but that will be the case for any software. We believe that it is worth the time and effort you put in to learn the system. It takes time and effort to run a business.

 
 

William from TechHelp
Specialty: Consulting

May 2015

May 2015

WORKetc Handles CRM and More

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

WORKetc is not just a CRM. It works for us from initial client meeting through sales cycle, proposal, contract, project, invoicing and reporting. Also love how it integrated with Google For Work. The vendor is accessible and easy to work with.

Likes Least

There are SO many features and potential ways of doing things that it takes a while to learn the system and create processes and best practices.

Recommendations

Having tested and trialed most CRM's on the market, I can say that most were too "salesy" for the needs of a professional consulting organization and were scaled to meet the needs of a much larger organization. WORKetc handles ALL aspects of business engagement and works great for our smaller consulting operation.

 
 

Deanna from Boomer Consulting, Inc.
Specialty: Consulting

April 2015

April 2015

WORKetc - Breaking down the communication barriers

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The thing that I like best about WORKetc is that it is one place that everyone in our company can go to find information about anything. If they have questions about a specific client or company, they can find the information here...or ask the team through WORKetc and the answers are all captured in a place that we can always go back to. If someone is on the road and wants to know the status of a lead or project, they can check in on these using WORKetc as well. We don't have to search 4-5 different places or send 4-5 e-mails to get our answers any longer...they are all in one place.

Likes Least

I know their new mobile app is going to be amazing and will really help with our team members who are traveling...but it is still very buggy. A couple of us went through the beta testing and when it finally was rolled out to the public, we were really excited to share with our team. We opened it up during our team training and about step 2 into our walk through we found a bug. I have high hopes for the app in the future and the thing that I like least right now, April 2015, will probably become the 2nd best thing I love about WORKetc in the future.

Recommendations

Bring in team members from different areas of your company! This isn't just a CRM system, this is a place to track sales, develop and work through your projects/engagements and it also has invoicing capabilities!! You want to make sure that it works well for everyone on your team, and more importantly, you want people in all areas to be bought in from the beginning! It can be a huge struggle if you're bought in and then you have to convince the other areas of your team that it's a software worth investing in.

 
 
 
Showing 1-20 of 77

Sam from Home Repair Network San Diego by HOCOA
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Great value and features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Easy project management flow and tracking. You can make changes and adapt particular systems to make your sop's easy to use and replicate.

Cons

No in house mail merge, word like feature. For my business we need to print and mail out information. So we have to export each week into and csv file and complete a merge into word doc or google doc. It becomes a little cumbersome to do this on a weekly basis and to train new people.

Review Source: GetApp
 

Peter from TruBlu

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 51-200 employees

July 2017

July 2017

WORK[etc] connected our disconnected teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
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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

July 2017

Amazing all in one tool for small teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 51-200 employees

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

June 2017

June 2017

Excellent adaptable software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

June 2017

June 2017

Fewer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 2-10 employees

June 2017

June 2017

Good integrated CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

April 2017

April 2017

Great Business Management Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

The user interface is quite functional but doesn't seem to meet market standards. Doesn't take away the usability of the product.

Review Source: Capterra
 

Nicole from Integrant Services, LLC
Number of employees: 1 employee Employees number: 1 employee

March 2017

March 2017

Finally - A CRM that works for us!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 11-50 employees

February 2017

February 2017

Great CRM, Highly Respected

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support


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

Advice to Others

Give it a shot, try it out for a few months but make sure you use it at least a little daily.

Review Source: GetApp
 

Jaymes from Bond-Pro
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

A Must Have

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Advice to Others

More pricing options

Review Source: Capterra
 

Mariza from Molina Advogados Associados

January 2017

January 2017

Great tool to work

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 2-10 employees

January 2017

January 2017

Great and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

Great support team.

Review Source: Capterra
 

Celina from tekRESCUE
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Powerful and adaptable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Advice to Others

Take your time learning how it works. Read all the tutorials.

Review Source: Capterra
 

Rebecca

July 2016

July 2016

Work[etc] is my jam!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We do not see the world as it is, but we see the world as we are. Worketc allows me to see the situation as it is. When I say situation I mean the project status, stage, etc. I am able to fully access the phases and status of current accounts and customers. It's very important for me to be able to stay on top of a customer because I have hundreds and hundreds of customers and I need to be able to rememeber their dogs' names, diseases, house orientations, etc etc. Hence worketc.

Pros

Fully customizable. Very easy to integrate to other programs like quickbooks. We use it for accounting.

Cons

You have to exit one section before you edit another.

Advice to Others

Make sure that you create a template that is easy to digest. Do it right from day one. Make sure all staff is on board with the workflow you've organized. Don't make any decisions on your own, team effort. There is no I in team.

Review Source: GetApp
 

Ryan from PR Caffeine
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2016

July 2016

Software to Run a Business

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Review Source: GetApp
 

Corky from Serious Digital Media, LLC

May 2016

May 2016

Working, etcetera with Work[ETC]

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I wanted location independence for my business and this app was the clincher that sold me on using WorkETC for my entire business operations. VERY well done, and I'm in the mobile app manufacturing business myself! The learning curve for the entire system is rough, but worth the pain. The Support from this company is over the top amazing. (But you will need them to get started...)

Review Source: Capterra
 

Emmett "Corky"

May 2016

May 2016

Working Etcetera with WorkETC.com

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I first encountered this product when it was barely a brand new company many years ago. At the time I was seeking a comprehensive business management solution for a small tech services business. At that time in history, there was nothing like this on the market at all, and I was enthusiastic about finding it. I tried hard to make it work, but back then, the company was very small and they were literally trying to tackle every possible business need with a very small team. I admit that all those years ago, the product wasn't ready yet for prime time, and I abandoned it for other options.

Now, many years later (like 7 or 8 years?) I am starting a new business and once again on the hunt for the optimal toolset for my administrative, sales, project and accounting requirements. I remembered how comprehensive WorkETC was and came back to give them another look. I am now building my entire business process and workflow from CRM-Sales Lead -Conversion to Quote-Conversion to Sale-Project management-Billing-Support around the way this tool works. They have added mobile apps to the mix since my first experience with them and they look very solid so far.

Overall, this product is the only toolset of it's kind that is this comprehensive in all facets of running a services and products based business. I strongly believe that it can work for almost any kind of requirements for any type of services. I am a fan and promote the tool to my own clients every chance I get. But there are some pros and cons which I will elaborate on in the following sections of this review.

Pros

This is the most comprehensive and complete sales/project management/support/billing tool I have found anywhere online. I literally tried over 2 dozen competitors and combos of integrated CRM/PM/Acct/Support tools and cannot find a single competitor that does it all in one single unified system.

The level of support from this company is nothing short of astounding and amazing and I use them a LOT to work through usage and bug issues when they arise but that leads to the cons. Read on.

Cons

In trying to use this system, you will need to realize that a tool set of this scope is going to need a lot of set up and configuration to be ready for use in your company. You need to be willing to spend some time on a learning curve, a slightly outdated interface (Im told a new release with a better UI/UX experience is coming very very soon) and you need to be willing to adapt to some of its quirks where it cannot be made to adapt to your needs in some cases. Most of these are not critical enough to deter usage, but it's not always perfect for everything.

I find a lot of interface bugs and problems in using the software. Support is amazing when I report these bugs, and in general they continue to restore my confidence in the product every time I get frustrated with it. But there are bugs. Again, I'm told a huge overhaul update is imminent but it's clear that this platform has been evolving over the past half dozen years and that growth, as is typical for legacy systems has caused some inherent glitches. I strongly believe the company is trying as hard as they can to resolve every issue that the users report, and I will continue to try and use it for my company, because once again, there is nothing else at all on the market that compares in scope and completeness for my business needs.

Review Source: GetApp
 

Colin from ECi Software Solutions
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2016

April 2016

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

Product Quality

Customer Support

Product Quality
Quality
Support

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.

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.

Review Source: GetApp