---
title: "WORKetc Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of WORKetc. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if WORKetc is a good fit for you!"
source_url: "https://www.softwareadvice.com/project-management/worketc-profile/reviews/"
page_type: "reviews"
language: "en"
---

1 million+ businesses helped. Get advice

Get Free Advice

[Home](https://www.softwareadvice.com/)

/

[Project Management Software](https://www.softwareadvice.com/project-management/)

/

[WORKetc](https://www.softwareadvice.com/project-management/worketc-profile/)

/

WORKetc Reviews

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](https://www.softwareadvice.com/project-management/worketc-profile/)

Reviews

[Alternatives](https://www.softwareadvice.com/project-management/worketc-profile/alternatives/)

# WORKetc User Reviews

## Reviews summary

- Overall rating: 4.6/5
- Total reviews: 85

### Secondary ratings

- Ease of use: 4.3/5
- Customer support: 4.9/5
- Value for money: 4.6/5
- Functionality: 4.6/5

### Rating distribution

- 5 stars: 61 reviews (72%)
- 4 stars: 19 reviews (22%)
- 3 stars: 4 reviews (5%)
- 2 stars: 1 reviews (1%)
- 1 star: 0 reviews (0%)

## WORKetc customer reviews

Showing reviews 1-25 of 85 (page 1).

### Great Saas to connect virtual offices and teams: more than a CRM

- Overall rating: 4/5
- Reviewer: Ross H.
- Verified reviewer: Yes
- Industry: Higher Education
- Company size: 1001-5000 employees
- Product usage: Used unspecified for less than 2 years
- Reviewed: June 2015
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 4/5

#### 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.)

---

### A good cloud base CRM for project management

- Overall rating: 5/5
- Reviewer: Sam G.
- Verified reviewer: Yes
- Industry: Consumer Services
- Product usage: Used daily for less than 2 years
- Reviewed: December 2017
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

---

### Not my favorite CRM

- Overall rating: 3/5
- Reviewer: Gavriella W.
- Verified reviewer: Yes
- Industry: Apparel & Fashion
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: October 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

---

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

- Overall rating: 4/5
- Reviewer: Colin S.
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 501-1000 employees
- Product usage: Used unspecified for less than 2 years
- Reviewed: April 2016
- Review source details: This review was submitted organically. No incentive was offered

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

- Customer support: 5/5

#### 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.

---

### Great CRM, Highly Respected

- Overall rating: 5/5
- Reviewer: Jaymes B.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 11-50 employees
- Product usage: Used daily for unspecified
- Reviewed: February 2017
- Review source details: This review was submitted organically. No incentive was offered

​ 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

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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

#### Cons

Pricing options, original mobile app environment felt crowded

---

### Excellent adaptable software

- Overall rating: 4/5
- Reviewer: Charlotte B.
- Verified reviewer: Yes
- Industry: Environmental Services
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: June 2017
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### 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!

---

### Software to Run a Business

- Overall rating: 5/5
- Reviewer: Ryan B.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 51-200 employees
- Product usage: Used unspecified for less than 12 months
- Reviewed: July 2016
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5

#### 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.

---

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

- Overall rating: 5/5
- Reviewer: Regan B.
- Verified reviewer: Yes
- Product usage: Used daily for less than 12 months
- Reviewed: December 2017
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### WorkEtc

- Overall rating: 5/5
- Reviewer: Michael A.
- Verified reviewer: Yes
- Product usage: Used unspecified for less than 12 months
- Reviewed: March 2016
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5

#### 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

---

### Brings Everyone On The Team Together

- Overall rating: 5/5
- Reviewer: Thomas L.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 11-50 employees
- Product usage: Used unspecified for unspecified
- Reviewed: June 2014
- Review source details: This review was submitted organically. No incentive was offered

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.]

---

### WorkEtc All-In-One CRM

- Overall rating: 5/5
- Reviewer: David Jones
- Product usage: Used unspecified for unspecified
- Reviewed: June 2014
- Review source details: This review was submitted organically. No incentive was offered

Everyone knows the concept "best of breed" and typically vendors that focus on being best of breed for their flagship product will be more successful than one that offers an All-In-One product. The reason is that its hard to be best of breed at everything so they end up being best of breed at none. WorkEtc is an exception to that rule as they have incorporated enterprise wide information management into one package and does it all very well. I have used SalesForce.com, SugarCRM, SharePoint, ZenDesk, Zoho, FreshDesk, Harvest, and more. While they are all great products and have their strengths none of them do it ALL or as well as WorkEtc. Best of all, in our case WorkEtc was less expensive after we compared using one system versus multiple subscriptions to other products. Our sales team can now enter leads, that turn into customers, that later have projects, and then support. Employees can create time sheets and expenses related to customer projects that can be easily exported into our billing system. Support tickets are automatically tagged to customers and if necessary support employees can create a billable timesheet entry right from the ticket. We also use it to encourage internal communication using discussions and knowledge base articles. Another thing to mention is the Google Apps integration. If you are using Gmail, the plug in is really handy. If by chance a customer emails me directly with an issue, I can create a new support ticket from the email message very easily. Also if you already have a document library in Google Drive, it can easily be shared within WorkEtc with just a few clicks.

#### Pros

All-In-One and does it well Cost Google Apps Integration Complete Customer Life Cycle Management Time and Expense Tracking with Export

#### Cons

Sometimes to many features and too much flexibility but they have made some UI changes lately that have helped out a lot.

---

### Amazing all in one tool for small teams

- Overall rating: 5/5
- Reviewer: Randy B.
- Verified reviewer: Yes
- Product usage: Used daily for more than 2 years
- Reviewed: July 2017
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Great and easy to use

- Overall rating: 5/5
- Reviewer: Mauricio C.
- Industry: Information Technology and Services
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2017
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### 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.

---

### A Must Have

- Overall rating: 5/5
- Reviewer: Jaymes B.
- Industry: Computer Software
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: February 2017
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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

#### Cons

Mobile App feels crowded

---

### WorkETC

- Overall rating: 4/5
- Reviewer: Mark M.
- Verified reviewer: Yes
- Product usage: Used unspecified for less than 6 months
- Reviewed: June 2015
- Review source details: This review was submitted organically. No incentive was offered

WorkETC is probably one of the best CRM apps I have used but what makes this company different is the superb support and interaction you can have with them. Steve Westrop (UK Based) is excellent and works tirelessly until he has a satisfied customer. The CRM itself is robust and well thought out the mobile app is a dream very user friendly and full of good tools. WorkETC has everything you need right down to raising an invoice if needed, for our company the project management and customer portal is very important and we expect to be making good use of these facilities. We are still early phase users but having left Zoho CRM to come to WorkETC it is a total breath of fresh air and I would highly recommend. Thanks

#### Ratings breakdown

- Value for money: 4/5
- Customer support: 5/5

#### Pros

Excellent support, easy to use, good control of information, marketing tools and overall clear access to leads and customers alike.

#### Cons

I'd like to see more customization allowed and integration with a digital signing service would be very useful.

---

### WORKetc Handles CRM and More

- Overall rating: 5/5
- Reviewer: William M.
- Industry: Management Consulting
- Product usage: Used unspecified for less than 2 years
- Reviewed: May 2015
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

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.

#### Cons

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.

---

### It Just Works

- Overall rating: 4/5
- Reviewer: Michael
- Verified reviewer: Yes
- Product usage: Used unspecified for unspecified
- Reviewed: January 2014
- Review source details: This review was submitted organically. No incentive was offered

It does everything we need it to do plus more. We haven't utilized all the tools yet at our disposal and we gradually grow into this. 4 months in however and our communication both internally and with our customers has never been better and more fluid. Efficiency is the word!

#### Pros

Everything we need to know is at our finger tips. No more searching in 3 or 4 different applications to find different pieces of information.

#### Cons

The projects modules needs to be able to distinguish between a workday and a weekend/holiday.

---

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

- Overall rating: 4/5
- Reviewer: Peter C.
- Verified reviewer: Yes
- Product usage: Used weekly for less than 6 months
- Reviewed: August 2017
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 3/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

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

---

### I've been using it for 3 years and It's amazing

- Overall rating: 5/5
- Reviewer: Artur
- Product usage: Used unspecified for unspecified
- Reviewed: November 2013
- Review source details: This review was submitted organically. No incentive was offered

We use this tool as a CRM, ERP, Billing, Projects, Tasks, Scheduler, Web client interaction and soon as a Customer Portal... So what should I ask more! it's jus amazing how many things I do with it!! and all linked with my gmail account, As business manager I strongly recomend it. If some one is having trouble with customer support is probably because hi isn't really the kid of guy to use such and advanced tool like Work ETC

#### Pros

Excellent integration

#### Cons

It's not set up in five minutes.... it takes a couple of weeks to have everything ready to run a company with it

---

### WorkEtc helps us to get on with our business, etc.

- Overall rating: 5/5
- Reviewer: David McGarry
- Product usage: Used unspecified for unspecified
- Reviewed: July 2014
- Review source details: This review was submitted organically. No incentive was offered

We have been using WorkEtc in our Web Development business and it's definitely improved our processes. We use WE through the entire development lifecycle and it has proved to be invaluable for devs, support and sales. We also use it to store timesheets and documents, etc. The CRM is intuitive and we would recommend it to many tech businesses like ours.

#### Pros

Intuitive. Flexible and Powerful.

#### Cons

Some of the functionality is a little fiddly but WorkEtc seem to be improving this daily.

---

### Was Our Choice After Trying Out Dozens of CRM Solutions

- Overall rating: 5/5
- Reviewer: Mike Ramirez
- Product usage: Used unspecified for unspecified
- Reviewed: November 2013
- Review source details: This review was submitted organically. No incentive was offered

Work etc. allows us to organize all our clients and vendors in one area. More importantly, it provides a one-stop portal to manage projects, quotes, invoices, expenses and interactions with those clients and vendors.

#### Pros

Highly Customizable Everything A Company Needs in One Place Easy to Use Interface Nice Aesthetics Integration with other programs

#### Cons

The roadmap for future features could not come fast enough! These guys are fantastic!

---

### Work Etc in Accounting

- Overall rating: 5/5
- Reviewer: Diana
- Product usage: Used unspecified for unspecified
- Reviewed: March 2015
- Review source details: This review was submitted organically. No incentive was offered

I am working with a rapidly growing accounting / tax firm who recently chose to include WorkEtc as a way to organize projects, communicate with staff and clients, invoice, etc. WorkEtc has helped us not only change the way we conduct business but also changed the way we communicate and interact with clients.

#### Pros

Project scheduling has been streamlined. Instead of multiple logs, we now have one place to go to to see where all jobs stand!!

---

### Awesome software

- Overall rating: 5/5
- Reviewer: Cyntia L.
- Product usage: Used unspecified for unspecified
- Reviewed: January 2016
- Review source details: This review was submitted organically. No incentive was offered

I like this software because it is very easy to use and you can do many things with. It's like many software integrated in one. My favorite feature is project management. It's kind of like using MS project but in more simple. I think this software is good value for money and awesome for small start ups that don't have a big budget to spend in software. Moreover, there are many videos to train you and to help you understanding every feature of work[etc].

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5

---

### Say goodbye to running your business from Excel or Outlook

- Overall rating: 5/5
- Reviewer: Terri -.
- Product usage: Used unspecified for unspecified
- Reviewed: November 2010
- Review source details: This review was submitted organically. No incentive was offered

Say goodbye to single purpose web software. Say goodbye to running your business from Excel or Outlook. WORKetc combines all the business software you need into a single, access anywhere, web intranet. Critical business process tools such as time tracking, billing, project management, online calendars, shared documents and help desk software have now been integrated into a single, easy-to-use web 2.0 application.

---

### Working, etcetera with Work[ETC]

- Overall rating: 4/5
- Reviewer: Corky K.
- Product usage: Used unspecified for unspecified
- Reviewed: May 2016
- Review source details: This review was submitted organically. No incentive was offered

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...)

#### Ratings breakdown

- Ease of use: 4/5
- Customer support: 5/5

## More reviews

[Next reviews](https://www.softwareadvice.com/project-management/worketc-profile/reviews/?page=2)

---

WORKetc Reviews, Pros and Cons - 2026 Software Advice