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 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.



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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

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(61)

4 stars

(21)

3 stars

(4)

2 stars

(1)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 87 reviews

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July 2017

Melissa from Wound Care Advantage

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

WORK[etc] connected our disconnected teams

Pros

The project management component of WORKetc has been indispensable. I work in the healthcare industry and we manage outpatient programs at hospitals. My team is responsible for implementing new contracts and then we pass them over to the operations team for ongoing retention and support. With WORKetc we've been able to organize our new build and/or transitioning of programs into our organization well and simultaneously create historical data as we focus on long-term value and support to keep them.

I also like the discussions feature within WORKetc. Before, we were utilizing Google Hangouts to talk about client needs, but now if we need to discuss a specific client issue, we can utilize the feature within WORKetc which means it's seamlessly connected to that account. It also integrates well with Google Drive, negating any duplication of document storage (a problem we've had in the past).

The system also has great API functionality that we use to post data from WORKetc across another proprietary platform within our organization. This allows our customers to stay current with things like implementation status, support ticket status, etc.

Cons

The integration with Gmail isn't amazing. It works but you have to really know exactly what you are looking for within WORKetc to be able to connect the email with the appropriate customer.

The system can get pricey if you have corporate based users that don't interact with clients often enough to give them an account. For example, our media team creates customized videos for clients on an irregular basis, so paying for them to be in WORKetc all the time doesn't make sense. It would be nice if there was a way to setup tiered levels of users to account for irregular users.

May 2016

Anonymous

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

May 2016

Working Etcetera with WorkETC.com

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.

October 2015

Scott from Moore Engineering Services


Ease-of-use

4.5

Customer support

4.5

Functionality

4.0

October 2015

WORKetc helps create an efficient and effective work day, anywhere

Pros

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.

Cons

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.

September 2015

Anonymous

Review Source: GetApp


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

September 2015

It just makes day-to-day things easier!

We've been on WORK[etc]'s platform for over 2 years now and it's hard to imagine how were keep communications with our clients and employees organized before with just emails and hand written notes! WORK[etc]'s value lies in the cross-integration of all assets, including Contacts/Companies, Support Cases, Tags, Notes, Timekeeping and Discussions. What is great about WORK[etc], is that even if you don't use all of their features, the entire system is very a la carte where you can pick and choose what you need to use, but it all works fluidly together as one. For example, we haven't used the Financing area to bill clients as it's done through our parent company, but we do use the Expense tracker for reimbursements, which is nice to have a digital record of.

Pros

The search feature WORK[etc] offers is probably the most useful and powerful tool in the system. It allows you to quickly find what you need to search for through every department in the CRM. Other nifty features are the numerous third party apps that allow you to utilize and take advantage of WORK[etc] through programs such as Outlook, Evernote, and other communication tools so that everything is tracked through WORK[etc] without additional effort. Customized Web-forms and Campaign features allow you to mass capture information and easily communication with clients without having to fuss with your regular email.

Cons

One big feature we would like to see from WORK[etc] is a client proofing system. Since we are a heavily graphic-based company and send numerous graphic assets to client at a time, it does get tedious having to upload attachments to an email in WORK[etc] where it allows you only to upload one at a time. A feature that would allow us to mass upload assets into a 'ticket' or even the customer portal, where the client could give live feedback would be a great addition to WORK[etc] and would definitely make WORK[etc] a forerunner in the CRM market that appeals to proof-based companies.

September 2015

Jerry from Elevate Captives

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

September 2015

You will not find a more supportive platform.

I'll apologize for the lengthy review in advance, but hear me out. My company is small...7 employees, but growing. We rely on technology to help us serve our clients better while managing a very complex set of compliance requirements (on a daily basis) to meet regulatory demands. We needed a system that wouldn't force us to change our work flows to conform to theirs. We've found that with WORKetc. On the CRM and Project modules, we use them extensively for lead management, regulatory filings and then annual management of our accounts. I just can't explain the ease and natural progression of the Projects/Sub-projects/Tasks that support each of our processes...you just have to experience it. Recently, I thought I had...I'll call her "Susan" (Queen of WORKetc New Client Onboarding) on the "auto-progressing" when it came to moving on to the next sub-project after completing the previous one. Not going to happen, I'm thinking. Know what she said? "Yes, it will do that, but I think you might want to think about a different method that will be better for your process". She then launched into a series of questions about our business and how we worked as a team. What? Truthfully, customer service is what I want to finish with. As you can gather, I'm a huge supporter of this platform. I'm not paid to do this, not an employee, just a small business person trying to improve on what we do. To help with that, I really needed a system that was backed with superb customer service so they could help us identify the best way to use the system. Know of any platforms that provide that? Incredibly rare, but I found one. I've NEVER experienced the level of support that I've found here, and I've tried multiple platforms. WORKetc offers something called, "Quick Start". Let me save you some time...do it. The cost is offset against the subscription, so it's a no-brainer! Save yourself a tremendous amount of headache...experience their service firsthand. I promise you won't regret it. If you'd like, reach out to me directly with questions or comments and I'll respond as soon as I can and share our best practices. Maybe it will help you, maybe it won't, but I'm a believer in WORKetc and want to encourage other creative users to join in and make it even stronger.

Pros

The support is second to none
Complete linkage between data fields
Adapts to YOUR workflow, not forcing you to use the systems
The custom field options are amazing.

Cons

The UI could use a little "feng shui", but I know that's on the roadmap
Honestly, I haven't found any true cons yet, but I'm looking!!

March 2016

William from TechHelp Idaho - Solutions for Manufacturers

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

March 2016

WORKetc, More Than a CRM

As Idaho's Manufacturing Extension Partnership, TechHelp has team members and consultants work our of each of our three state universities. For years we struggled to work, communicate and manage our business across the different systems used by each university. With the advent of cloud based CRM systems, we began experimenting with all of the top tools but found them lacking. Most were too "salesy" and focused on the front end sales cycle. They lacked integrated modules for project and account management. It turned out that we were looking for more than a CRM. We really wanted an integrated Business Management System that could track and manage a client engagement from first meeting, through the sales cycle, project management, expense tracking, invoicing, reporting and more. We also wanted a system that would play nice with the Google for Work system we had adopted. We found all of this and more in WORKetc.

Pros

WORKetc is more than a CRM; it is an integrated Business Management System that can be used to manage a business end to end.

WORKetc has THE BEST customer support system & team that I have seem in the software/cloud industry. I can get a real WORKetc person on the line for a web based conference on any issue almost instantaneously.

WORKetc has a nearly infinite capacity for customization.

We have used WORKetc "Web Forms" to greatly enhance our consulting work. A client can complete a Web Form that automatically creates a contact and a lead. The form is automatically routed to the correct consulting team that has all info at their fingertips to follow up with the client.

Cons

Some users are at first intimidated by the user interface. There are so many features and ways of doing things that they can be overwhelmed.

April 2015

Deanna from Boomer Consulting, Inc.


Ease-of-use

3.5

Customer support

5.0

Functionality

4.5

April 2015

WORKetc - Breaking down the communication barriers

Pros

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.

Cons

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.

June 2017

Melissa from Wound Care Advantage

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2017

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

Pros

When we first began working with Work[etc] we were frustrated. We felt like the system wasn't solving our problems. Then one day our CTO asked a pointed question I'll never forget: Is the software not meeting our needs or is Work[etc] just highlighting our inefficiencies and showing us a better way? We had to fully acknowledge that the system could guide us into a better project and client management approach as it truly has laid out the best tools for the job. Once we let the software speak for itself and not try to impose our broken models into it, we quickly saw value from the system. The most useful thing about this software was that it provided a storehouse of data on our clients across all phases of our contract life, creating a story of where we've been, what we're doing and what needs to happen in the future to keep the client happy.

Cons

The main frustration has to do with user experience: if you click into a project from the "Project Tree" viewpoint and make a quick change, the system doesn't take you back to the same page after it saves the change. You have to start from the beginning of the project tree rather than land back in the subproject itself.

December 2017

Keith from OnYourMark, LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

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

Smooth workflow requiring fewer people. Greater accountability and greater accuracy. High standards are much more achievable. Knowledge Base (KB) allows for sharing the "why" of our standard operating procedures, not just the how. Project Templates are custom for us, and allow us to consistently do the job right, while not having to 're-invent the wheel.'

Pros

Customizable as can be, and multi-functional. Takes far fewer people to do a job that it did before Work[ETC], in less time, with better results.

Work[ETC] replaced about nine different "silos of information" with one solid system - offering much better documentation of our work, as well as accuracy, to boot!

Cons

Takes real work and a dedicated professional owner or manager to even begin to get the full value Work[ETC] offers. That's okay, because the payback on time invested is at least 20x, sometimes 40 or 50x, long term ... with better results.

January 2018

Dave from ECO Communications

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

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

Staff Accountability and customisation to suit the processes of our company

Pros

From being able to track leads into sales, through to automated Support ticketing when emails are sent to our Service inbox.
We have created work groups comprising of the different teams in our organisation and then use the discussion feature built into WORKetc to be able to keep the whole team abreast of what is happening in their neck of the woods.
The Timesheets that can be allocated to pretty much any activity have also been a game changer for us as we can now accurately report on billable hours to make sure that we are costing our maintenance packages out effectively.

Cons

The servers were based overseas originally so there was a small lag on data entry but since they have utilised country specific servers, we havent seen any issues at all!

June 2017

Ross from Promethean Editions Limited

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.