WORKetc CRM Software Pricing & Features

WORKetc CRM

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

4.68/5 (85 reviews)

WORKetc CRM overview

WORKetc combines CRM, Project Management, Billing and more to make running a small business easier.

By keeping business-critical data in the one app, information flows freely between managers, employees, contractors and customers. It's efficient and far easier to structure, integrate, and automate the myriad tasks that go into each day.

WORKetc is simple, scalable, and can be extensively customized according to your business needs. Use it for all your business processes, from managing customers and planning projects to tracking sales, invoicing, running time sheets, and sharing documents.

WORKetc lets you create complex custom field groups so you can see the information that is important to you on your contacts, sales leads, support cases, projects, and more.

For 5 to 100 employees.
www.worketc.com

Pricing

Starting from
$78/month
Pricing options
Free trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Canada, China and 6 other markets, Europe, Germany, India, Japan, Mexico, United Kingdom

Supported languages

Chinese (Traditional), Dutch, English, French, German and 5 other languages, Italian, Japanese, Norwegian, Russian, Spanish
WORKetc CRM screenshot: Billing, payment tracking and integration with Xero & QuickbooksWORK[etc] CRM and Business Management SoftwareWORKetc CRM screenshot: Projects with dependencies, alerts and activity streamsWORKetc CRM screenshot: Manage Sales Leads, Workflows and PipeleinsWORKetc CRM screenshot: Unlimited Contacts & RelationshipsWORKetc G Suite Integration - Gmail GadgetWORK[etc] CRM + Projects + Billing App for AndroidWORK[etc] CRM + Projects + Billing App for iPhone

WORKetc CRM reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.6
  4.4
  4.9
Melissa Bailey

WORK[etc] connected our disconnected teams

Used daily for 1-2 years
Reviewed 2017-07-04
Review Source: GetApp

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.

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WORKetc CRM

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

Emmett "Corky" Kaericher

Working Etcetera with WorkETC.com

Reviewed 2016-05-19
Review Source: GetApp

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.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.

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WORKetc CRM

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

Scott Moore

WORKetc helps create an efficient and effective work day, anywhere

Reviewed 2015-10-06
Review Source: Software Advice

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.

Read the full review


WORKetc CRM

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

Christina Fowinkle

It just makes day-to-day things easier!

Reviewed 2015-09-25
Review Source: GetApp

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. 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.

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WORKetc CRM

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

Jerry Messick

You will not find a more supportive platform.

Reviewed 2015-09-26
Review Source: GetApp

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.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.

Read the full review


WORKetc CRM

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

WORKetc CRM pricing

Starting from
$78/month
Pricing options
Free trial
Subscription

14-day Free Trial - No Credit Card Required

Starter: $78/month for up to 2 users.

Team: $195/month for 3 users; additional users $49/month.

Foundations: $395/month for 3 users; additional users $59/month.

Pricing Comparison

How does WORKetc CRM compare with other Operations Management apps?

Subscription plan?

WORKetc CRM



99% of apps offer a
subscription plan

Free trial?

WORKetc CRM



80% of apps have a
free trial

Freemium plan?

WORKetc CRM



21% of apps have a
freemium plan

Pricing Comparison

Operations Management app prices shown are $/month




WORKetc CRM Pricing Reviews

Pros
  • Flexibility and cost
  • thorough, support tickets, invoicing
  • Tracking, Billing, Managing Products and Projects
  • Flexible architecture. Wide range of capabilities. Reasonable cost.
Cons
  • Inability to bill projects in stages.
  • UI is a little dated Pricing is a bit steep
  • It is a little expensive, but for us it PAYS FOR ITSELF.
  • Pricing options, original mobile app environment felt crowded
100%
recommended this to a friend or a colleague

WORKetc CRM features

API
Activity Dashboard
Activity Tracking
Custom Fields
Customizable Reporting
Document Storage
Invoice Management
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management

Audit Trail (152 other apps)
Auditing (234 other apps)
Automatic Notifications (285 other apps)
Compliance Management (175 other apps)
Data Import/Export (222 other apps)
Inventory Management (187 other apps)
Inventory Tracking (183 other apps)
Monitoring (173 other apps)
Multi-Location (155 other apps)

Competitor Feature Comparison

API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Assignment Management
Automatic Reminders
Billing & Invoicing
Billing Rate Management
Budgeting
CRM Integration
Calendar Sync with Google
Campaign Management
Client Portal
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer History
Customizable Reporting
Customizable Templates
Data Filtering
Data Synchronization
Data Visualization
Dependency Management
Discount Management
Document Management
Document Storage
Email Integration
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
Expense Tracking
Filtered Views
Gantt Charts
Help Desk Management
Invoice Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Integration
Multi-Currency
Multiple Billing Rates
Multiple Projects
Online Catalog
Opportunity Management
Partial Payments
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Product Catalog
Progress Tracking
Project Budgeting
Project Management
Project Templates
Project Time Tracking
Project Tracking
Projections
Quote Management
Real Time Data
Real Time Notifications
Real Time Updates
Recurring Billing
Reporting & Statistics
Sales Reporting
Sales Tracking
Search Functionality
Self Service Portal
Social Media Integration
Support Ticket Tracking
Tagging
Task Management
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Web Forms
Workflow Management
Learn moreCompare App
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Assignment Management
Automatic Reminders
Billing & Invoicing
Billing Rate Management
Budgeting
CRM Integration
Calendar Sync with Google
Campaign Management
Client Portal
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer History
Customizable Reporting
Customizable Templates
Data Filtering
Data Synchronization
Data Visualization
Dependency Management
Discount Management
Document Management
Document Storage
Email Integration
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
Expense Tracking
Filtered Views
Gantt Charts
Help Desk Management
Invoice Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Integration
Multi-Currency
Multiple Billing Rates
Multiple Projects
Online Catalog
Opportunity Management
Partial Payments
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Product Catalog
Progress Tracking
Project Budgeting
Project Management
Project Templates
Project Time Tracking
Project Tracking
Projections
Quote Management
Real Time Data
Real Time Notifications
Real Time Updates
Recurring Billing
Reporting & Statistics
Sales Reporting
Sales Tracking
Search Functionality
Self Service Portal
Social Media Integration
Support Ticket Tracking
Tagging
Task Management
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Assignment Management
Automatic Reminders
Billing & Invoicing
Billing Rate Management
Budgeting
CRM Integration
Calendar Sync with Google
Campaign Management
Client Portal
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer History
Customizable Reporting
Customizable Templates
Data Filtering
Data Synchronization
Data Visualization
Dependency Management
Discount Management
Document Management
Document Storage
Email Integration
Email Marketing
Email Templates
Email Tracking
Event Triggered Actions
Expense Tracking
Filtered Views
Gantt Charts
Help Desk Management
Invoice Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Microsoft Outlook Integration
Milestone Tracking
Mobile Integration
Multi-Currency
Multiple Billing Rates
Multiple Projects
Online Catalog
Opportunity Management
Partial Payments
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Product Catalog
Progress Tracking
Project Budgeting
Project Management
Project Templates
Project Time Tracking
Project Tracking
Projections
Quote Management
Real Time Data
Real Time Notifications
Real Time Updates
Recurring Billing
Reporting & Statistics
Sales Reporting
Sales Tracking
Search Functionality
Self Service Portal
Social Media Integration
Support Ticket Tracking
Tagging
Task Management
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Web Forms
Workflow Management
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Mobile apps

iOS App

50 reviews

See all iOS Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

0 reviews

See all Android Apps

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

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

Category Leaders ranking

Reviews
Integrations
Mobile
Media
Security

#16 in Business Management

View full ranking
37
7
6
14
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.

WORKetc CRM also features in these categories:

Videos and tutorials

Additional information for WORKetc CRM

Key features of WORKetc CRM

  • iPhone, Android & mobile support
  • Gmail and Outlook plugins
  • Gantt Charts
  • Timesheets
  • Multiple Projects
  • Project Templates
  • Project budgeting
  • Project Tracking
  • Lead Capture
  • Billing & Invoicing
  • Invoice Management
  • Invoices
  • API
  • Configurable Workflow
  • Workflow Management
  • Customer History
  • Contact History
  • Contact Management
  • Customizable Fields
  • Email Marketing
  • Campaign Management
  • Filtered Views
  • Data Filtering
  • Social Media Integration
  • Data Visualization
  • Pipeline Management
  • Lead Assignment
  • Lead Nurturing
  • Task Management
  • Quote Management
  • Automatic Reminders
  • Search Functionality
  • Tags & Keywords
  • Opportunity Management
  • Reporting & Statistics
  • Sync with Microsoft Outlook
  • Email Templates
  • Template Management
  • Project Management
  • Event Triggered Actions
  • Dependency Management
  • Budgeting & Forecasting
  • Permission Management
  • User Access Controls
  • Document Management
  • Activity Tracking
  • Progress Tracking
  • Timesheet Management
  • Milestone Tracking
  • Expense Tracking
  • Self Service Portal
  • Prioritizing
  • Activity Dashboard
  • Ad hoc Reporting
  • Customizable Reporting
  • Calendar Sync with Google
  • Document Storage
  • Client Portal
  • Multiple Billing Rates
  • Billing Rate Management
  • Discount Management
  • Recurring Billing
  • Accounting Integration
  • Third Party Integration
  • Email Integration
  • Customizable Templates
  • Data Synchronization
  • Project Time Tracking
  • Time & Expense Tracking
  • Timer
  • Product Catalog
  • Partial Payments
  • CRM integration
  • Catalog
  • Help desk management
  • Support ticket tracking

Benefits

★ CRM, projects, billing, help desk, time tracking, collaboration, and more in the one business management solution.
★ Manage your entire business all the way from leads and opportunities through to sales, deployment, and client retention on a single platform
★ No more multiple monthly app subscriptions, integration headaches, and endless switching between apps. Your team only needs to learn one platform to get their work done.
★ Gain access to deep, real-time insight into your business previously only available to enterprises.
★ Work from anywhere with WORKetc's cloud-based web app and native mobile apps for Android and iPhone.