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.

 

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

87 Reviews of WORKetc

 

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Software Advice Reviews (3)
More Reviews (84)

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 84

Gavriella from Margaux
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Not my favorite CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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
 


October 2018

October 2018

Just alright

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
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Product Quality
Quality

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 Employees number: 51-200 employees

January 2018

January 2018

WorkETC saved us time!

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

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

January 2018

January 2018

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

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
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Value
Support

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

December 2017

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

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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 Employees number: 11-50 employees

December 2017

December 2017

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

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
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Value
Support

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

December 2017

December 2017

Easy, simple, and straightforward.

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

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

December 2017

December 2017

A good cloud base CRM for project management

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

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

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
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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