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

4.68/5 (57 reviews)
1,696     12,904

Who is WORK[etc] CRM For?

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

WORK[etc] CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#3 in Business Management

View full ranking
67
20
8
16
7
16

#12 in Sales Management

View full ranking
59
17
6
16
4
16

#13 in CRM

View full ranking
60
17
6
16
5
16

#13 in Project Management

View full ranking
60
15
9
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
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

FreshBooks

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

Salesforce Sales Cloud

Starting from: $25.00/month
Pricing model: Subscription
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
  • 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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WORK[etc] CRM Reviews & Ratings

User ratings

(43)
(11)
(2)
(1)
(0)

Rating summary

Overall rating
Value for money
Ease of use
Features
Customer support

Verified Reviewer

Work[etc] is my jam!

09/07/2016

We do not see the world as it is, but we see the world as we are. Worketc allows me to see the situation as it is. When I say situation I mean the project status, stage, etc. I am able to fully access the phases and status of current accounts and customers. It's very important for me to be able to stay on top of a customer because I have hundreds and hundreds of customers and I need to be able to rememeber their dogs' names, diseases, house orientations, etc etc. Hence worketc.

Pros

Fully customizable. Very easy to integrate to other programs like quickbooks. We use it for accounting.

Cons

You have to exit one section before you edit another.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering WORK[etc] CRM

Make sure that you create a template that is easy to digest. Do it right from day one. Make sure all staff is on board with the workflow you've organized. Don't make any decisions on your own, team effort. There is no I in team.

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

Software to Run a Business

04/07/2016

We've been running for years with a pieced together system that involved a billing system, a ticketing system, a bunch of spreadsheets, and a new CRM every few weeks. We tried getting systems to integrate, and play nice. It wasn't until we discovered WorkETC that we found a solution. We have been able to more than double our productivity and bandwidth because the software integrates everything we need in one place. The mobile version of the software is crucial during the times we're meeting with the clients, or are on the road looking for information. It's fast, easy, and it just works.

Pros

Ease of use. Fast loading. Information at our fingertips.

Cons

This is a tough one. Perhaps the user interface is a little clunky. Trying to make adjustments to projects and tech support cases isn't as easy as we'd like. We find that just leaving notes and making the changes when we've returned to the desktop is a little easier. But means a little more time.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

Useful App for my job

24/06/2016

At first I was hesitant about installing yet another APP on my iphone. I had heard through the grapevine that this app wasn't great. Boy, was I wrong. This app allows me to QUICKLY and EASILY get contact information on the go. For instance, I can access a lead of mine and call them straight from the app by clicking on the numbers; the API sends the info directly to call the phone number. It is super convenient. The app is also incredibly useful for staying current on customer correspondence, which is CRUCIAL to my business. I can easily update any notes or discussions in order to keep the whole team in the know when it comes to customer status and updated information. Communication is key and this app allows me to quickly communicate. What can be better than that? Plus, the buttons are easy and intuitive to click through and understand. This is a great app and I recommend it to anyone using the worketc platform.

Pros

It is very intuitive and simple to learn how to use the app. The interface is neat, simple and organized. It does what you need it to do.

Cons

The app does what you need it to do, no MORE and no less. It is very simplified.

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

Working Etcetera with WorkETC.com

19/05/2016

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

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

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

21/04/2016

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.

Rating breakdown

Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

WORKetc, More Than a CRM

30/03/2016

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

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

WorkEtc

17/03/2016

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

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

Love it

20/02/2016

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

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Verified Reviewer

Worketc

06/01/2016

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

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
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Wow - Work[etc] Is An Order of Magnitude Better than Expected

04/12/2015

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

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
1 of 1 people found this review helpful
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