WORK[etc] CRM  

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WORK[etc] CRM

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

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WORK[etc] CRM Overview

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 GetRank

Reviews
Integrations
Mobile
Media
Security

#7 in CRM

View full ranking
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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)

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, Linux, Mac, Windows, Web-based, Windows Phone
Supported Countries
Australia, Canada, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Certifications
Safe Harbor

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

RelateIQ

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WorkflowMax

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

Infusionsoft

Starting from: $199.00/month
Pricing model: Subscription

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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

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Videos

WORK[etc] CRM User Reviews

A myriad of CRM opportunities

Verified Reviewer  6 days ago 16:27

Claude Waddington, Business Consultant at Haventrust Ltd.
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.

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

Verified Reviewer  25th of June 03:37

Ross Hendy, Publisher & Managing Director; Lecturer at University Centre Peterborough; PhD Candidate
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.

WorkETC

Verified Reviewer  24th of June 18:20

Mark Mottershead, Consultant
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

Worketc continues to change our business

Verified Reviewer  27th of March 03:55

Kirk O'Connor
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.

WorkETC works!

Verified Reviewer  18th of March 21:27

ZSun-Kap
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.

Flexible, easy to learn and awesome user guides

Verified Reviewer  11th of March 14:23

Celina
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.

Work Etc in Accounting

Verified Reviewer  10th of March 18:02

Diana
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.

Work[etc] uphill baby steps

Verified Reviewer  3rd of March 06:25

tino
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.

What WorkEtc?

Verified Reviewer  25th of February 00:47

CalGillman
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.

So Thorough

Verified Reviewer  24th of February 18:40

Randy Bryan
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.

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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: 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:

English

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:

Android, iPhone-iPad, 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


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