WORKetc CRM Pricing, Features, Reviews & Comparison of Alternatives

WORKetc CRM Reviews

WORKetc CRM

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

4.68/5 (72 reviews)
1,696     16,617

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

WORKetc CRM Reviews (72)

Latest reviews

 Finally - A CRM that works for us!

We are a 2-person company that needed a single tool to manage both support tickets, a deal pipeline and project management. After trying literally HUNDREDS of so-called 1-stop CRMs, Work[etc] was the ONLY tool that actually delivered on what it advertises. The quality for the price is second to ...

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Reviewed 16th of March by Nicole Watt

 

 Great CRM, Highly Respected

​ I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not ...

Read the full review
Reviewed 18th of February by Jaymes Baker

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WORKetc CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#2 in Business Management

View full ranking
63
15
6
19
7
16

#14 in CRM

View full ranking
57
11
6
16
8
16

#14 in Sales Management

View full ranking
54
11
5
16
6
16

#16 in Project Management

View full ranking
57
11
8
16
6
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 Screenshots (4)

WORKetc CRM screenshot: Billing, payment tracking and integration with Xero & QuickbooksWORKetc CRM screenshot: Projects with dependencies, alerts and activity streamsWORKetc CRM screenshot: Manage Sales Leads, Workflows and PipeleinsWORKetc 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, Web-based, iPad
Supported Countries
Asia, Australia, Canada, China, Europe, Germany, India, Japan, Mexico, United Kingdom, United States
Supported Languages
Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Norwegian, Russian, Spanish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Video Tutorials

WORKetc CRM Pricing

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

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.

Competitors Pricing

JobNimbus

Starting from: $25.00
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Soffront CRM

Starting from: $14.95/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

FreshBooks

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

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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.

Alternatives to WORKetc CRM

Videos

Nicole Watt

Finally - A CRM that works for us!

16/03/2017

We are a 2-person company that needed a single tool to manage both support tickets, a deal pipeline and project management. After trying literally HUNDREDS of so-called 1-stop CRMs, Work[etc] was the ONLY tool that actually delivered on what it advertises. The quality for the price is second to none, and it's pretty easy to use. There are a few things that could be better, but the development team is committed to improving their product over time. We're looking forward to future planned enhancements. Oh, and I should mention that there IS a mobile app, which many CRMs don't have. I don't use it much, but it's pretty good.

Pros

It really is a one-stop-shop for managing customers, deals, projects and support tickets. It has great integration with Google (GSuite). We have significantly lowered our individual emails with tickets and inquiries going directly into Work[etc]

Cons

The integration to Xero (accounting/financial software) isn't as good as it could be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jaymes Baker

Verified Reviewer

Great CRM, Highly Respected

18/02/2017

​ I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service. ​We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work. ​

Pros

​Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys ​

Cons

Pricing options, original mobile app environment felt crowded

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering WORKetc CRM

Give it a shot, try it out for a few months but make sure you use it at least a little daily.

Source: GetApp
Helpful?   Yes   No
Read more
Jaymes  Baker

A Must Have

15/02/2017

I never had to work with a CRM until I started at this company. I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service.

Pros

It's usability and complex features that have been really thought out

Cons

Mobile App feels crowded

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering WORKetc CRM

More pricing options

Source: Capterra
Helpful?   Yes   No
Read more
Mariza Molina

Great tool to work

18/01/2017

Worketc it is a great tool, with a lot of options to have control about many areas of your company (time-sheet,Finance, projects). Very customizable too, with a great variety of reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mauricio Cruz

Great and easy to use

10/01/2017

Worketc it is a great tool for your company, easy to use, very customizable to attend your needs. I really recommend.

Pros

Worketc it is a great tool for your company, easy to use, very customizable to attend your needs.A complete tool, with various modules like, timesheet, service desk, finance, projects, etc.

Cons

None that I remember.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering WORKetc CRM

Great support team.

Source: Capterra
Helpful?   Yes   No
Read more
Celina Garcia

Powerful and adaptable

23/09/2016

I think one of my favorite things about Worketc is that it's so powerful. You have a CRM that has the ability to contain all your customer data in one place, but then all that customer info can be connected to projects, support cases, invoices, events, appointments. It's easy to modify, you won't need an act of congress to make changes. Then you have the ability of being able to access it through the mobile apps.

Pros

Powerful all-in-one web application. Nothing to install or download.

Cons

User interface is a bit dated

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering WORKetc CRM

Take your time learning how it works. Read all the tutorials.

Source: Capterra
Helpful?   Yes   No
Read more
Rebecca Wagner

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 WORKetc 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
Read more
Ryan Berkness

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
Read more
Steven Levine

The most functionality for the best price!

25/06/2016

I have used every CRM imaginable from Salesforce to NetSuite and this is by far the most intuitive and easily customizable CRM! I couldn't be happier.

Pros

Very easy to customize the workflow chart to make sure that we do each action properly and finish everything on time EVERY time.

Cons

No cons! Maybe I wish the price was a bit lower but it's worth every cent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering WORKetc CRM

I say try it out and you'll see why it's so great. The customer service team is excellent. Talk to them and let them know what you want to accomplish with your crm.

Source: Capterra
Helpful?   Yes   No
Read more
Steven Levine

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
Read more

Who is WORKetc CRM For?