# WORKetc Software Reviews, Demo & Pricing - 2026 > Review of WORKetc Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/project-management/worketc-profile --- [Home](https://www.softwareadvice.com/) / [Project Management Software](https://www.softwareadvice.com/project-management/) / WORKetc Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/project-management/worketc-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/worketc-profile/alternatives/) # WORKetc 2026: Benefits, Features & Pricing Wondering if WORKetc is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview WORKetc 4.6 [(85)](https://www.softwareadvice.com/project-management/worketc-profile/reviews/) Pricing Starting at $78.00 per month ### About WORKetc WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of companies of all sizes. WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information manually, or automatically via Web forms and email. Support cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from Google Workspace or Outlook. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks Online and Xero. This platform allows your team to work from anywhere, central... izing team and customer collaboration, and bringing remote teams together. It offers mobile access via iOS and Android apps, enabling you to manage your business at work, at home, or on the road. With WORKetc, you can say goodbye to painful integrations and multiple costly web apps, and say hello to increased productivity and efficiency. Wondering if WORKetc is right for your organization? Our Project Management Software selection experts can help you in 15 minutes or less. ## WORKetc User Interface ## Popular WORKetc Alternatives Main Product WORKetc 4.6 [(85)](https://www.softwareadvice.com/project-management/worketc-profile/reviews/) Ratings Breakdown - 4.30Ease of use - 4.61Value for money - 4.85Customer support - 4.56Functionality Pricing Starting at $78.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(993)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.96Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) 4.2 [(1310)](https://www.softwareadvice.com/crm/odoo-profile/reviews/) Ratings Breakdown - 4.04Ease of use - 4.09Value for money - 3.87Customer support - 4.17Functionality Pricing Starting at $31.10 per month Get Price Alternative Product [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) 4.8 [(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.85Value for money - 4.69Customer support - 4.68Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6051)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.46Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.4 [(5825)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Ratings Breakdown - 4.11Ease of use - 4.13Value for money - 4.19Customer support - 4.33Functionality Pricing Starting at $50.00 per month Get Price ## WORKetc Pricing and Plans Starting price: $78.00 per month Free Trial Free Version Starter $78.00 flat rate, per month Plan includes: - 2000 Contacts - 2 Users - 3 GB Storage Team $195.00 flat rate, per month Plan includes: - 10000 Contacts - 15 GB Storage - 3 Users - Accounting Integrations - Customer Portal - Email Marketing - Reporting - Social Media Foundations $395.00 flat rate, per month Plan includes: - 20000 Contacts - 3 Users - 50 GB Storage - Contractor Portal - Deep Reporting Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## WORKetc Features - Popular features found in Project Management Billing & Invoicing Budget Management Document Management File Sharing Gantt/Timeline View Issue Management Kanban Board Milestone Tracking Multiple Projects Prioritization Resource Management Time & Expense Tracking - More features of WORKetc Access Controls/Permissions Accounting Accounting Integration Activity Dashboard Activity Tracking Alerts/Escalation Alerts/Notifications API Assignment Management Calendar Sync Campaign Management Client Management Client Portal Collaboration Tools Commenting/Notes Configurable Workflow Contact Database Contact Management Cost-to-Completion Tracking CRM Customer Database Customizable Fields Customizable Invoices Customizable Reports Customizable Templates Data Import/Export Data Visualization Deadline Management Document Storage Email Management Email Marketing Email Templates Email Tracking Employee Management Event Triggered Actions File Management Financial Management Help Desk Management Hourly Billing Interaction Tracking Internal Chat Integration Invoice Creation Invoice History Lead Capture Lead Generation Lead Management Lead Qualification Marketing Automation Mobile Access Mobile App Multi-Currency Opportunity Management Percent-Complete Tracking Performance Metrics Product Catalog Progress Tracking Project Billing Projections Project Management Project Planning/Scheduling Project Templates Project Time Tracking Purchasing & Receiving Quotes/Estimates Real-Time Data Real-Time Updates Recurring/Subscription Billing Referral Tracking Reminders Reporting/Project Tracking Reporting & Statistics Role-Based Permissions Sales Reports Scheduling Search Search/Filter Segmentation Self Service Portal Shared Contacts Social Media Integration Status Tracking Support Ticket Tracking Tagging Task Management Task Progress Tracking Task Scheduling Template Management Testing/QA Management Third-Party Integrations Training Management Vendor Management Workflow Management ## WORKetc Integrations Google Calendar Integration rated undefined from -1 review Google Workspace Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Evernote Teams Integration rated undefined from -1 review Box Integration rated undefined from -1 review Xero Integration rated undefined from -1 review See all 9 integrations ## WORKetc User Reviews Overall Rating 4.6 Ratings Breakdown 5 72% 4 22% 3 5% 2 1% 1 0% Secondary Ratings Ease of Use 4.3 Value for money 4.6 Customer support 4.9 Functionality 4.6 Ross H. Verified reviewer Higher Education 1001-5000 employees Used unspecified for less than 2 years Review source Reviewed June 2015 Great Saas to connect virtual offices and teams: more than a CRM 4 We've been using WorkEtc now for 2 years. Before WorkEtc we ran Daylite as our central CRM but when I (the boss) needed to spend considerable time out of the office we needed a solution that was quick and efficient via the internet. We looked at a number of different solutions but chose WorkEtc as it was more than just a CRM. One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support Pros: WorkEtc is a good solution for virtual teams and virtual offices to keep their data connected. It works well for employees in different time zones and different countries. We've been able to partially automate some business processes, including support cases, projects, tasks, and invoicing. Cons: We've been disappointed with the 'clunkiness' and time consuming way of tracking time for projects and generating invoices. We use another solution to track project time (which doesn't have invoicing capabilities) and enter the time into the invoice manually. For some reason the workflow for WorkEtc is not as efficient as the other solution. Their customer support team is very efficient however it feels as if product development is slow and often behind schedule. (Sign up because you like the features they have, not the features they are promising.) Read More Sam G. Verified reviewer Consumer Services Used daily for less than 2 years Review source Reviewed December 2017 A good cloud base CRM for project management 5 Ease of use, one place for almost all of my data, financial, operations, leads, etc. I really liked the fact of being able to log in from any computer and update projects. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality 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. Read More Gavriella W. Verified reviewer Apparel & Fashion 11-50 employees Used daily for less than 12 months Review source Reviewed October 2018 Not my favorite CRM 3 Ratings Breakdown 4 Ease of use 5 Customer support 4 Functionality 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. Read More Colin S. Verified reviewer Computer Software 501-1000 employees Used unspecified for less than 2 years Review source Reviewed April 2016 WORK\[etc\] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses. 4 WORK\[etc\] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses. The detail tracked by WORK\[etc\] in terms of support is outstanding, with a DETAILED audit trail being the one key missing feature. Project management is solid, although the GANTT chart could use a few more features, in my opinion. That said, it works very well. Sub-projects are a great feature under project management as well. Time sheets are easy to use. Wish recurring invoices could automatically become billable, but not the end of the world. The package is great for getting everyone on one system. Not necessarily best of breed across the board, but gets everyone in the company on the same page. Ratings Breakdown 5 Customer support 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. Read More Jaymes B. Verified reviewer Information Technology and Services 11-50 employees Used daily for unspecified Review source Reviewed February 2017 Great CRM, Highly Respected 5 ​ I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service. ​We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work. ​ Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: ​Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys ​ Cons: Pricing options, original mobile app environment felt crowded Read More Charlotte B. Verified reviewer Environmental Services 2-10 employees Used daily for more than 2 years Review source Reviewed June 2017 Excellent adaptable software 4 Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality 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! Read More Ryan B. Verified reviewer Marketing and Advertising 51-200 employees Used unspecified for less than 12 months Review source Reviewed July 2016 Software to Run a Business 5 We've been running for years with a pieced together system that involved a billing system, a ticketing system, a bunch of spreadsheets, and a new CRM every few weeks. We tried getting systems to integrate, and play nice. It wasn't until we discovered WorkETC that we found a solution. We have been able to more than double our productivity and bandwidth because the software integrates everything we need in one place. The mobile version of the software is crucial during the times we're meeting with the clients, or are on the road looking for information. It's fast, easy, and it just works. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 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. Read More Regan B. Verified reviewer Used daily for less than 12 months Review source Reviewed December 2017 Excellent. The team at WORK etc have gone above and beyond to get this up and running for us. 5 This software has helped our business grow much faster than expected. We are now in the 21st century with this CRM. Moving away from paper has been the best thing for us Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More Michael A. Verified reviewer Used unspecified for less than 12 months Review source Reviewed March 2016 WorkEtc 5 We use WorkEtc in a CPA firm for tracking customers, projects, support requests, and discussion among staff. The combination of a singular customer database among functional areas is a big productivity boost for our firm. We have yet to use some of the marketing and sales features but what we have been able to use is great. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support Pros: Customer portal is useful for getting customer information Customizable forms are great for capturing data from the portal and on our company sites. Customer Support functionality is excellent for getting the customer needs cataloged to be address and measured. Cons: Portal needs more development. Has so many features it can be overwhelming Read More Thomas L. Verified reviewer Hospital & Health Care 11-50 employees Used unspecified for unspecified Review source Reviewed June 2014 Brings Everyone On The Team Together 5 Before using Work\[etc.\] our teams were scattered in various SaaS options, which prevented transparency and caused disconnect between employees. We have been live on Work\[etc.\] for a little over 2 months now, and have made tremendous progress. At first it may seem overwhelming with the complexity and options it provides, but our staff has quickly gotten used to using Work\[etc.\] Ratings Breakdown Read More Showing 1 - 10 of 85 Reviews [See All Reviews](https://www.softwareadvice.com/project-management/worketc-profile/reviews/) ## Other Top Recommended Project Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3515) Recently recommended **46** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3009) Recently recommended **46** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (153) Recently recommended **26** times [Project Insight](https://www.softwareadvice.com/project-management/project-insight-profile/) **4.5** (93) Recently recommended **25** times Stuck Between Options? 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