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WORKetc vs Apptivo Comparison

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Overview

WORKetc is a business management platform for growing businesses that includes CRM, project management, billing, help desk,...

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$78.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$10.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

(85)

5

4

3

2

1

61

19

4

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

5

4

3

2

1

252

171

39

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

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.
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.
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.

Pros

It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7.
I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new.
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Cons

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.
So many features that sometimes you can get lost.
It's frustrating to commit to getting trained and have to wait a month to get on to the training process. You forget what your original questions were.

Cons

I had a little problem importing some contacts, and made some mistakes that made the problem worse.
Sometimes we get lost in all the features and the setting fields.
Customer documents were attached to the wrong customer.
  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review2 days ago

Key features

  • Total features78
  • API
  • Access Control
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Client Portal
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Discount Management
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multiple Projects
  • Online Catalog
  • Opportunity Management
  • Order 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
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Real Time Updates
  • Recurring Billing
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Social Media Integration
  • Supplier Management
  • Support Ticket Tracking
  • Tagging
  • Task Management
  • Template Management
  • Territory Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features68
  • API
  • Access Control
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts / Escalation
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Client Portal
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Discount Management
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Estimating
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multiple Projects
  • Online Catalog
  • Opportunity Management
  • Order 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
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Data
  • Real Time Updates
  • Recurring Billing
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Social Media Integration
  • Supplier Management
  • Support Ticket Tracking
  • Tagging
  • Task Management
  • Template Management
  • Territory Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations12
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations28
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

WORKetc vs. Apptivo

See how WORKetc and Apptivo stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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