Logo for WORK[etc] CRM

WORK[etc] CRM

All-in-one business management system. CRM + Social + Projects + Billing
42 reviews

Key Features

  • CRM with account history, contact tagging, reminders & more
  • Project Management with client access, gannt charting & more
  • Billing with multi-currency, subscription, catalog
  • Custom Fields viewable on projects, support cases & sales
  • Documents, Blogs, Reporting and more...!
  • Helpdesk with support tickets
  • iPhone, Android & Mobile Support
  • Gmail and Outlook Plugins
  • For 5 to 100 employees

Overview

No one in your business is an island. Your sales team works with the back office team. Billing follows up issues with support and your project team is forever collaborating with contractors and customers.

So why buy into a CRM that just does, well... CRM?

You need more than CRM. You need a total business management solution.

WORK[etc] is the "all-in-one" business management platform for growing businesses that includes CRM, project management, billing, help desk, customer portal, social media and more.

Manage a lead, issue a quote, deliver the project, ship the product, bill the customer and solve issues all from the one integrated cloud-computing platform.

★ CRM + Projects + Social + Billing ★
★ Web, iOS and Android Apps ★
★ Outlook and Gmail Plugins ★
★ QuickBooks Online and Xero integrations ★

Advanced features include:
★ Email marketing, web forms & reporting
★ Customer portals & discussions

WORK[etc] combines CRM, Project Management, Billing and more to make running a small business easier.

Keeping information flowing freely between managers, employees, contractors and customers is critical to business efficiency. WORK[etc] makes it far easier to structure, integrate and automate the myriad tasks that go into each day.

WORK[etc] is simple and scalable. You can easily tailor it to the varying requirements of your different operations – from managing customers, to planning projects, tracking sales, invoicing, running time sheets and sharing documents.

CUSTOM FIELDS: Create complex custom field groups and display the information that is important to your business against contacts, sales leads, support cases, projects and more.

For 5 to 100 employees.

  www.worketc.com

Specifications

Intended Users
Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, Linux, Mac, Open-source, RIM-BlackBerry, Web-based, Windows, Windows Phone
Supported Countries
Australia, Canada, United Kingdom, United States
Supported Languages
English
Supported Platforms
Google Apps, Open API, Quickbooks Intuit
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Certifications
Safe Harbor

Pricing

Starting from: $78.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

★ Free Trial - No Credit Card Required ★

Benefits

ONE SYSTEM FOR EVERYTHNG
Stop wasting time trying to manage your business with multiple software and web tools. Instantly become more efficient when you switch to WORK[etc]'s combined Web CRM, Projects, and Billing platform.

SHARE INFORMATION
With combined CRM, projects and billing, WORKetc lets you share information like never before. Collect a sales lead from your web site, convert it to a customer, create a new project for the customer, invite employees to participate in the project, invoice the customer and then run real-time reports...all from within WORKetc.

WORK FROM ANYWHERE
WORKetc lets you work from anywhere you want. On the road or at home after putting the kids to bed, your business is now wherever you need to be.

EASY TO LEARN. SIMPLE TO USE.
Making the change to a new system can be frustrating and time consuming. We’ve focussed on making WORKetc right for small business with intuitive navigation, instructional videos and a “just start using it” approach to training.

VALUE FOR MONEY
Purchasing each of the software tools available in WORKetc individually will cost the average business thousands. WORKetc combines everything you need into a single, value monthly subscription

User Reviews

Verified
Reviewer

Worketc continues to change our business

Kirk O'Connor27th of March 03:55

As a business that is rapidly growing in terms of the clients we serve, the number of projects we deliver and the complexity of those projects we urgently needed to get a Quality System up and running so everyone knew their role in the business, their tasks and how that aligned with everyone else. Worketc was a perfect adjunct to our Quality System allowing us to flexibly construct a model that met the specific needs of our business and our clients. It works not only for senior management, however, for all of our sales, development and support teams.

Verified
Reviewer

WorkETC works!

ZSun-Kap18th of March 21:27

I work for an accounting firm and this is the first tax season that we have had work keeping track of everything. Yes, EVERYTHING, from appointment reminders to referral discounts! We really needed a program to keep track of our clients and we ended up getting so much more.

Verified
Reviewer

Flexible, easy to learn and awesome user guides

Celina11th of March 14:23

I am the office manager of an IT company. During the past year our company started growing and with that the need to have a way of keeping track of everything that happens within the business from a customer database, support tickets, invoices, time spent at each job. We looked for months at many other solutions, some that were a nice but out of our price range and some that were lower priced, but didn't really solve any problems we currently had. We wanted a place that could do it all and could integrate well with Gmail and google environment. We also wanted the ability to access the system via mobile devices (cell phones). We found our answer in worketc.

Verified
Reviewer

Work Etc in Accounting

Diana10th of March 18:02

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.

Verified
Reviewer

Work[etc] uphill baby steps

tino3rd of March 06:25

A growing solution that aims to take some of the load of a complete CRM (and more) platform like work[etc] into a more friendly environment like my phone, it works, but leaves you wanting more... i know they will deliver, happy for now, happier soon.

Verified
Reviewer

What WorkEtc?

CalGillman25th of February 00:47

I've been the one in every business I join who either gets tasked with finding the easiest most effective ways to get the Work Etc done. I've tried a myriad of CRMs, ECMs, Work-Flow Management Softs, Accounting Softs, Business Development and Social Media Management Softs and Work Etc is winning for 1. Simple yet complex - you can keep an un-cluttered yet powerful overview of anything exactly where you want it. 2. The support staff cleared up my 'How the hell do you get started/get this to work/input this data' issues faster than any other company to date. 3. It's actually intuitive, making adjustments, where's the button for this? Where's the menu for that? It's all there it seems, easy to find, easy to change, easy to set in stone.

Verified
Reviewer

So Thorough

Randy Bryan24th of February 18:40

We really love WorkEtc. We are relatively new to it. We did a TON of research before committing. We have grown to a staff of 9 and wanted to get with a program that would allow us to grow to 100. WorkEtc can easily handle that. It's also worth the expense. Every month we stop things from falling through the cracks that otherwise would have.

Verified
Reviewer

WORK[etc] does everything, etc.

Branden Maynes, Software Developer at CompuEase Consutling Services20th of February 04:10

I like having everything we need in one system. We have to-dos, we have time sheets, we have project details, we have knowledge bases (for storing our company-.wide information, important details, etc), and we have a CRM to store contact details, lead information and support emails. We use WORK[etc] for these main benefits: 1) We store all our timesheets in an easy to view place 2) We store client contact information in an searchable way 3) We use the support/email system as a way of keeping track of client responses to us For example, in our software development company, we (obviously) develop software that has been released to various clients. But we're not perfect, so sometimes there's a bug, or a user expects functionality B instead of A. They write to our support email address, which is linked to WORK[etc] and a support case is automatically generated and forwarded to the appropriate team members. That record keeps track of response emails from our staff as well as the client, helping us to monitor the time it takes us to solve a problem (useful for SLA analytics). Keeping our timesheets in WORK[etc] has also been a real boost for our efficiency. First off, everything is online, so there's no digging around for paperwork. Secondly, they can be sorted by project, so if I want to see how much time I spent on Client A's latest update, I can go to the project page and view the associated timesheets or print a summary report. And, importantly, the timesheets can have comments on them, so I can go more specific (not just 'redesigning GUI' but 'redesigning layout on form 2').

Verified
Reviewer

WORK[etc] does everything, etc.

Branden M20th of February 04:08

I like having everything we need in one system. We have to-dos, we have time sheets, we have project details, we have knowledge bases (for storing our company-.wide information, important details, etc), and we have a CRM to store contact details, lead information and support emails. We use WORK[etc] for these main benefits: 1) We store all our timesheets in an easy to view place 2) We store client contact information in an searchable way 3) We use the support/email system as a way of keeping track of client responses to us For example, in our software development company, we (obviously) develop software that has been released to various clients. But we're not perfect, so sometimes there's a bug, or a user expects functionality B instead of A. They write to our support email address, which is linked to WORK[etc] and a support case is automatically generated and forwarded to the appropriate team members. That record keeps track of response emails from our staff as well as the client, helping us to monitor the time it takes us to solve a problem (useful for SLA analytics). Keeping our timesheets in WORK[etc] has also been a real boost for our efficiency. First off, everything is online, so there's no digging around for paperwork. Secondly, they can be sorted by project, so if I want to see how much time I spent on Client A's latest update, I can go to the project page and view the associated timesheets or print a summary report. And, importantly, the timesheets can have comments on them, so I can go more specific (not just 'redesigning GUI' but 'redesigning layout on form 2').

Verified
Reviewer

All in one CRM

Manolo Navarro19th of July, 2014 18:56

I've been using Work ETC for years, and it has a lot of functionality all in one, since begining of the sale to the customer service. When I learn to use a new feature of Work ETC my productivity increses.

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FAQs for WORK[etc] CRM

Below are some frequently asked questions for WORK[etc] CRM.

Q. What are the main features of WORK[etc] CRM?

WORK[etc] CRM offers the following features:

  • CRM with account history, contact tagging, reminders & more
  • Project Management with client access, gannt charting & more
  • Billing with multi-currency, subscription, catalog
  • Custom Fields viewable on projects, support cases & sales
  • Documents, Blogs, Reporting and more...!
  • Helpdesk with support tickets
  • iPhone, Android & Mobile Support
  • Gmail and Outlook Plugins
  • For 5 to 100 employees
Q. How much does WORK[etc] CRM cost?

We have the following pricing information for WORK[etc] CRM:

Starting from: $78.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

★ Free Trial - No Credit Card Required ★

Q. Who are the typical users of WORK[etc] CRM?

WORK[etc] CRM has the following typical customers:

Mid Size Business, Small Business

Q. What languages does WORK[etc] CRM support?

WORK[etc] CRM supports the following languages:

English

Q. What type of pricing plans does WORK[etc] CRM offer?

WORK[etc] CRM has the following pricing plans:

Free Trial, Subscription

Q. Does WORK[etc] CRM support mobile devices?

WORK[etc] CRM supports the following devices:

Android, iPhone-iPad, RIM-BlackBerry, Windows Phone

Q. Does WORK[etc] CRM offer an API?

Yes, WORK[etc] CRM has an API available for use.

Q. What other apps does WORK[etc] CRM integrate with?

WORK[etc] CRM integrates with the following applications:

Evernote, iPhone & Android App, QuickBooks Online

Q. What level of support does WORK[etc] CRM offer?

WORK[etc] CRM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Q. What are the main benefits of using WORK[etc] CRM?

WORK[etc] CRM offers the following benefits:

ONE SYSTEM FOR EVERYTHNG Stop wasting time trying to manage your business with multiple software and web tools. Instantly become more efficient when you switch to WORK[etc]'s combined Web CRM, Projects, and Billing platform. SHARE INFORMATION With combined CRM, projects and billing, WORKetc lets you share information like never before. Collect a sales lead from your web site, convert it to a customer, create a new project for the customer, invite employees to participate in the project, invoice the customer and then run real-time reports...all from within WORKetc. WORK FROM ANYWHERE WORKetc lets you work from anywhere you want. On the road or at home after putting the kids to bed, your business is now wherever you need to be. EASY TO LEARN. SIMPLE TO USE. Making the change to a new system can be frustrating and time consuming. We’ve focussed on making WORKetc right for small business with intuitive navigation, instructional videos and a “just start using it” approach to training. VALUE FOR MONEY Purchasing each of the software tools available in WORKetc individually will cost the average business thousands. WORKetc combines everything you need into a single, value monthly subscription

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