WORK[etc] CRM Pricing, Features, Reviews & Comparison of Alternatives

WORK[etc] CRM Reviews

WORK[etc] CRM

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

4.67/5 (54 reviews)   Write a review
   19 people use this
1,696     13,220
Compare App

Who is WORK[etc] CRM For?


Statistics are based on less than 50 users from the GetApp community.

See more
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.

WORK[etc] CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#4 in Business Management

View full ranking
65
20
6
16
7
16

#10 in CRM

View full ranking
59
17
5
16
5
16

#10 in Project Management

View full ranking
63
16
8
16
7
16

#10 in Sales Management

View full ranking
58
17
5
16
4
16

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

WORK[etc] CRM Screenshots (4)

WORK[etc] CRM screenshot: Billing, payment tracking and integration with Xero & QuickbooksWORK[etc] CRM screenshot: Projects with dependencies, alerts and activity streamsWORK[etc] CRM screenshot: Manage Sales Leads, Workflows and PipeleinsWORK[etc] CRM screenshot: Unlimited Contacts & Relationships

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Specifications

Intended Users
Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, Linux, Mac, Windows, Web-based, Windows Phone
Supported Countries
Australia, Canada, Europe, Germany, United Kingdom, United States
Supported Languages
Dutch, English, French, German, Italian, Norwegian, Spanish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

WORK[etc] CRM Pricing

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

★ Free Trial - No Credit Card Required ★

Competitors Pricing

WorkflowMax

Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Infusionsoft

Starting from: $199.00/month
Pricing model: Subscription

FreshBooks

Starting from: $12.95/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Users who visited WORK[etc] CRM also visited

Insightly
  • · Powerful email integration with Google Apps/Gmail
  • · Free up to 2 users
  • · Fast Search of Everything You've Stored
  • · Automatic Address Book
Visit WebsiteCompare with WORK[etc] CRM
InsightlyCustomer Management
Salesforce
  • · Communities for sales
  • · Marketing and sales leads
  • · Email integration
  • · Opportunities and quotes
Visit WebsiteCompare with WORK[etc] CRM
SalesforceCustomer Management
SalesforceIQ
  • · Seamless integration with your inbox and calendar
  • · Automatic email and calendar logging so you don't have to
  • · Unified address book for your entire team
  • · Hundreds of supplementary data sources enrich your contacts
Visit WebsiteCompare with WORK[etc] CRM
SalesforceIQCustomer Management

Key Features of WORK[etc] CRM

  • 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

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

Alternatives to WORK[etc] CRM

WorkflowMax
  • · An end-to-end, fully integrated job management solution
  • · Lead manager (CRM)
  • · Quoting & estimating
  • · Client management
Visit WebsiteCompare App
WorkflowMaxOperations Management
Infusionsoft
  • · CRM
  • · Marketing Automation
  • · E-Commerce
  • · Built-in metadata and keyword fields
Visit WebsiteCompare App
InfusionsoftCustomer Management
FreshBooks
  • · Online invoicing
  • · Time tracking
  • · Recurring invoices & auto payment
  • · Team timesheets
Visit WebsiteCompare App
FreshBooksFinance & Accounting

Videos

WORK[etc] CRM Reviews & Ratings

User ratings

(40)
(11)
(2)
(1)
(0)

Rating summary

Overall rating
Ease of use
Value for money
Customer support

Working Etcetera with WorkETC.com

Verified Reviewer  6 days ago

Emmett "Corky" Kaericher, Founder Partner CEO CTO President at Serious Digital Media, LLC SeriousDigitalMedia.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.

Rating breakdown
Ease of use
Value for money
Customer support

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

Verified Reviewer  21st of April

Colin Scattergood, Building Better Builders with Mark Systems
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.

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.

WORKetc, More Than a CRM

Verified Reviewer  30th of March

William Mullane, Marketing Manager and Growth & Innovation Team Member
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.

Rating breakdown
Ease of use
Value for money
Customer support

WorkEtc

Verified Reviewer  17th of March

Michael Atnip, AtnipCPA, PLLC
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.

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

Rating breakdown
Ease of use
Value for money
Customer support

Love it

Verified Reviewer  20th of February

Mike Robinson, CDP, Permit Expediter & Entitlement Consultant | We Get Permits & Entitlements. You Keep Construction On Schedule.
I was looking for a CRM that I could get working right away and that would support our team. Work ETC was able to do that and more. I was very pleased.

Pros: Easy of Use. Support.

Cons: Not a great tool to sync with Quickbooks. Training time is too booked up.

Rating breakdown
Ease of use
Value for money
Customer support

Worketc

Verified Reviewer  6th of January

Cyntia Larrieu, Business Develpment, i2m, Raleigh, NC USA
Worketc is a great software for start ups. This software include different tab so everybody in the company can use it: from an accounting person to a sales person, but also a purchasing person. I will definitely recommend worketc to small companies that don't have a huge budget to spend on softwares.

Pros: - Different features are included in one software such as calendar, sales, contacts, finance...

Cons: - a bit hard to understand at first

Rating breakdown
Ease of use
Value for money
Customer support

Wow - Work[etc] Is An Order of Magnitude Better than Expected

Verified Reviewer  4th of December, 2015

Jordan Zoot, CPA.CITP.CGMA.CGEIT.CISM, Managing Director - CEO
Wow....we looked at the app thinking its was a low end CRM....what we got was an app that if we were in a do over, could replace our Salesforce Service Cloud EE, Desk.com support portal, and Smartsheet Project management in one pass. Very tight integration with Xero for PSA, and a Professional Services Platform that is on the level with workflowMAX. This product is going to become our "go to" for CRM/Customer Service in the Google Apps Ecosystem.

Pros: The product is like a techie onion...there are features on features on features. We thought we were going to do a quick evaluation for an alternative to Insightly at the bottom end of the market. What we got was a product that could give Salesforce Service Cloud EE a run for its money. The combination of CRM, Customer Support with ticketing, a Support Portal and Project Management/PSA makes this an incredible value for the $$...al of the integrations are very tight.

Cons: There is a short list of critical items to move Work[etc] for excellent to category killer. They are. 1. dropbox for Business Integration 2.Okta SAML 2.0 SSO Integration 3. Tighter integration with Google AdWords and Analytics The company needs a stronger evangelist presence in the US markets.

Rating breakdown
Ease of use
Value for money
Customer support

You will not find a more supportive platform.

Verified Reviewer  26th of September, 2015

Jerry Messick, Captive Insurance Consultant - CEO
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!!

Rating breakdown
Ease of use
Value for money
Customer support

It just makes day-to-day things easier!

Verified Reviewer  25th of September, 2015

Christina Fowinkle, Creative Director at Now Digital (Formerly Now Marketplace)
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.

Rating breakdown
Ease of use
Value for money
Customer support

A myriad of CRM opportunities

Verified Reviewer  29th of July, 2015

Claude Waddington, Business Consultant
I use WORK[etc] for managing the clients we have, the various sides of the business of offer, projects and support cases. It's a great tool to have when working with a large number of various clients, projects that need a lot of space to expand, with detailed Sub-projects, ToDos and Support Cases.

Pros: The latest UI looks pretty neat, definitely more user-friendly. They have an App as well which does its job - always a plus. WORK[etc] Insiders is a great place to get a better understanding of what exactly WORK[etc] can do. WORK[etc] is a very comprehensive tool that any serious business should consider using.

Cons: It can be rather intricate, a more detailed and easily accessible type of manual should be provided or a simple link like: Get help for this page. When I first started using WORK[etc] I was freaking out thinking there's just too much to take in but with time, it started growing on me.

Rating breakdown
Ease of use
Value for money
Customer support

Articles

18 Apr 2016
Wrike is a project and task management solution that scales from small businesses all the way up to large enterprises. It has consistently made a strong showing in GetApp’s ranking for project management, project collaboration, task management, and pro
01 Apr 2016
Small business owners are being pulled in all different directions. In an effort to cut down on the time they spend managing billing, project management, help desk, and business operations tasks, many have turned to single-purpose applications. Accordi
16 Mar 2016
SAP is an inescapable force in the business world — it’s the world’s largest inter-enterprise software company and the fourth largest independent software supplier, overall. It’s not for everyone though, and if you’re a small business it’s worth lookin
10 Mar 2016
As part of the popular Dynamics collection of business solutions from Microsoft, Microsoft Dynamics CRM is one of the leading enterprise solutions for customer management. Launched in 2003, the fully featured CRM has been developed predominantly for sa
28 Jan 2016
If you’re in the market for a CRM chances are you’ll have come up against one name again and again: Salesforce. Maybe you looked into the system and were put off the idea of CRMs altogether because of the price points, implementation time, and the compl

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

WORK[etc] CRM has the following pricing plans:

Starting from: $78.00/month
Pricing model: Open-source, Subscription
Free Trial: Available (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:

Dutch, English, French, German, Italian, Norwegian, Spanish

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

WORK[etc] CRM has the following pricing plans:

Free Trial, Open-source, Subscription

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

WORK[etc] CRM supports the following devices:

Linux, Mac, Windows, Web-based

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:

iPhone & Android App, QuickBooks Online, Evernote, Box, Google Apps, Microsoft Outlook

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


Page last modified