WORKetc Features

WORKetc

Business management system for SMBs

4.64/5 (85 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Approval Process Control
Assignment Management
Batch Processing
Billing & Invoicing
Billing Rate Management
Budget Management
Budgeting/Forecasting
Buyer Management
CRM
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Management
Client Portal
Client Tracking
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Management
Contract/License Management
Cost-to-Completion Tracking
Customer History
Customer Support
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Data Visualization
Discount Management
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Employee Management
Estimating
Event Triggered Actions
Expense Tracking
File Sharing
Financial Management
Forecasting
Gantt/Timeline View
Graphical Data Presentation
Help Desk Management
Interaction Tracking
Internal Chat Integration
Invoice Management
Issue Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Multi-Currency
Multiple Projects
Online Catalog
Opportunity Management
Partial Payments
Percent-Complete Tracking
Performance Management
Performance Metrics
Pipeline Management
Prioritization
Product Catalog
Progress Tracking
Project Accounting
Project Management
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
Proposal Generation
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real-time Updates
Recurring/Subscription Billing
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Sales Approval
Sales Forecasting
Sales Pipeline Management
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Status Tracking
Support Ticket Tracking
Tagging
Task Management
Task Progress Tracking
Template Management
Territory Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Timer
Timesheet Management
Training Management
Vendor Management
Web Forms
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Approval Process Control
Assignment Management
Batch Processing
Billing & Invoicing
Billing Rate Management
Budget Management
Budgeting/Forecasting
Buyer Management
CRM
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Management
Client Portal
Client Tracking
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Management
Contract/License Management
Cost-to-Completion Tracking
Customer History
Customer Support
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Data Visualization
Discount Management
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Employee Management
Estimating
Event Triggered Actions
Expense Tracking
File Sharing
Financial Management
Forecasting
Gantt/Timeline View
Graphical Data Presentation
Help Desk Management
Interaction Tracking
Internal Chat Integration
Invoice Management
Issue Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Multi-Currency
Multiple Projects
Online Catalog
Opportunity Management
Partial Payments
Percent-Complete Tracking
Performance Management
Performance Metrics
Pipeline Management
Prioritization
Product Catalog
Progress Tracking
Project Accounting
Project Management
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
Proposal Generation
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real-time Updates
Recurring/Subscription Billing
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Sales Approval
Sales Forecasting
Sales Pipeline Management
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Status Tracking
Support Ticket Tracking
Tagging
Task Management
Task Progress Tracking
Template Management
Territory Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Timer
Timesheet Management
Training Management
Vendor Management
Web Forms
Workflow Management
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API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Approval Process Control
Assignment Management
Batch Processing
Billing & Invoicing
Billing Rate Management
Budget Management
Budgeting/Forecasting
Buyer Management
CRM
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Management
Client Portal
Client Tracking
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Management
Contract/License Management
Cost-to-Completion Tracking
Customer History
Customer Support
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Data Visualization
Discount Management
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Employee Management
Estimating
Event Triggered Actions
Expense Tracking
File Sharing
Financial Management
Forecasting
Gantt/Timeline View
Graphical Data Presentation
Help Desk Management
Interaction Tracking
Internal Chat Integration
Invoice Management
Issue Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Multi-Currency
Multiple Projects
Online Catalog
Opportunity Management
Partial Payments
Percent-Complete Tracking
Performance Management
Performance Metrics
Pipeline Management
Prioritization
Product Catalog
Progress Tracking
Project Accounting
Project Management
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
Proposal Generation
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real-time Updates
Recurring/Subscription Billing
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Sales Approval
Sales Forecasting
Sales Pipeline Management
Scheduling
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Status Tracking
Support Ticket Tracking
Tagging
Task Management
Task Progress Tracking
Template Management
Territory Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Timer
Timesheet Management
Training Management
Vendor Management
Web Forms
Workflow Management
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Mobile apps

iOS App


9 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


172 reviews

WORKetc Feature Reviews

25 reviewers had the following to say about WORKetc's features:

Pierre-Yves LOAEC

the tools that brought our growth

2013-12-02

We use forms to our website. 3-4 leads are automatically reassembled each week ! The mobile version and syncho gmail is perfect for sharing and managing our agendas.

Pros

- google apps synchro - reporting - billing - project management - simplicity - adaptation capacity

Cons

- self service portal in progress - integration capacity and data access (for BI for example) - ergonomy sometimes complex

Source: GetApp
Helpful?   Yes   No
Read more
StanZ

WorkETC is it!

2013-11-29

Excellent search functionality underpins most of the activity and the fact that its accessible from a multitude of devices is really excellent!

Pros

Great search functionality Cloud based Integrates well with Gmail and websites Effective for management and reporting

Cons

No integration to Freshbooks

Source: GetApp
Helpful?   Yes   No
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David Jones

WorkEtc All-In-One CRM

2014-06-24

Employees can create time sheets and expenses related to customer projects that can be easily exported into our billing system.

Pros

All-In-One and does it well Cost Google Apps Integration Complete Customer Life Cycle Management Time and Expense Tracking with Export

Cons

Sometimes to many features and too much flexibility but they have made some UI changes lately that have helped out a lot.

Source: GetApp
Helpful?   Yes   No
Read more
Jaymes B.

Verified Reviewer

Great CRM, Highly Respected

2017-02-18

We use the support ticket feature the most and I couldn't see being able to do my job without it.

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

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
Scott

Best CRM and all in one solution

2013-12-06

Also Xero integration works great!

Pros

CRM, project management, time tracking, billing and customer login

Cons

Takes some time to get used to and develop work flows / train - this is common with products that are powerful and meet multiple needs.

Source: GetApp
Helpful?   Yes   No
Read more
Joe P.

Extremely functional for Sales and Quote Tracking and All Tied into the Customers

2015-09-03

At any time, I can view all correspondence activities, sales activities, and contact information for any chosen customer.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Allen

The best and only management tool to use!

2013-12-06

It's helped with keeping up with leads, invoicing and account management.

Pros

- Business management - Internal knowledgebase - Great calendar system - Can work inside your Gmail - Excellent reporting system - Lead creation

Source: GetApp
Helpful?   Yes   No
Read more
Colin S.

Verified Reviewer

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

2016-04-21

The detail tracked by WORK[etc] in terms of support is outstanding, with a DETAILED audit trail being the one key missing feature.

Pros

-Solid project management. -Great support system.

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
Read more
Kevin P.

Useful

2016-01-26

Another great feature is the ability to backup and export all of your organisations data, we used this to provide deeper analytics using the Tableau software platform.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Branden M.

Verified Reviewer

WORK[etc] does everything, etc.

2015-02-20

That record keeps track of response emails from our staff as well as the client, helping us to monitor the time it takes us to solve a problem (useful for SLA analytics). Keeping our timesheets in WORK[etc] has also been a real boost for our efficiency.

Pros

- Project management is simple to deal with

Cons

- The current Android app is sub-par. The new one is currently in beta and, hopefully, will make it worth using. - There are some visual hiccups every now and then (some popups don't remember their size after resizing).

Source: GetApp
Helpful?   Yes   No
Read more
Brittany Thompson

Best CRM System out there

2013-12-04

We love the efficiency of the system, the ease of use, and the ability to manage all our client data in one place making us more effective and helping us maximize our profit!

Pros

Project management, easy to use and earn, great pricing, client management and data all in one place.

Cons

They don't have a Work[etc] space shuttle yet. They have everything else but not that! ;)

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Rick M.

Great Business Management Solution

2017-04-20

In the realm of business management solutions for small businesses, Work, Etc., is definitely among the top.

Pros

All in one solution, great support, excellent documentation, great integrations

Cons

With such an all-encompassing solution, it is quite the commitment to learn and move everything. Once up to speed, however, you probably won't want to run without it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering WORKetc

The user interface is quite functional but doesn't seem to meet market standards. Doesn't take away the usability of the product.

Source: Capterra
Helpful?   Yes   No
Read more
William M.

Verified Reviewer

WORKetc, More Than a CRM

2016-03-30

They lacked integrated modules for project and account management. It turned out that we were looking for more than a CRM.

Pros

I can get a real WORKetc person on the line for a web based conference on any issue almost instantaneously.

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
Read more
Ross H.

Verified Reviewer

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

2015-06-25

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.

Pros

We've been able to partially automate some business processes, including support cases, projects, tasks, and invoicing.

Cons

For some reason the workflow for WorkEtc is not as efficient as the other solution.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Robert

Worketc Cloud Management

2013-11-12

In addition, having access to enhanced CRM tools is something that might make us stand out from our competition."

Pros

Ease of use Cloud Based

Cons

Moves a little slow at times No global employee management tool

Source: GetApp
Helpful?   Yes   No
Read more
Mark M.

Verified Reviewer

WorkETC

2015-06-24

The CRM itself is robust and well thought out the mobile app is a dream very user friendly and full of good tools.

Pros

Excellent support, easy to use, good control of information, marketing tools and overall clear access to leads and customers alike.

Cons

I'd like to see more customization allowed and integration with a digital signing service would be very useful.

Rating breakdown

Value for money
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Terri -.

Say goodbye to running your business from Excel or Outlook

2010-11-08

Critical business process tools such as time tracking, billing, project management, online calendars, shared documents and help desk software have now been integrated into a single, easy-to-use web 2.0 application.

Source: GetApp
Helpful?   Yes   No
Read more
Dave T.

Fully integrated CRM package for all facets of our business from Leads through to Service delivery

2018-01-08

Staff Accountability and customisation to suit the processes of our company

Pros

The Timesheets that can be allocated to pretty much any activity have also been a game changer for us as we can now accurately report on billable hours to make sure that we are costing our maintenance packages out effectively.

Cons

The servers were based overseas originally so there was a small lag on data entry but since they have utilised country specific servers, we havent seen any issues at all!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jonathan Hickman

WORK[etc] Works For Us

2014-01-06

We used some other products before, but they are nowhere near as versatile or feature filled.

Pros

Timesheets, employee reports, ticket system, email based support integration, custom fields, contact lists, customized interface, and widgets!

Cons

So many features that sometimes you can get lost.

Source: GetApp
Helpful?   Yes   No
Read more
Mariza M.

Great tool to work

2017-01-18

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
John Belchamber

Consistent Consultancy

2013-11-24

WORKetc doesn;t just manage my customer relationships, it ensures that I can run multiple projects, provide customers with support, share work and communicate across teams, track sales leads, manage my finances and get more sleep too!

Pros

- Easy to understand interface - Excellent support from the WORKetc team - Great API integrations - Affordable (Ssh don't tell them)

Cons

- Gmail integration good, but doesn't yet auto-mark emails as read in WORKetc dashboard.

Source: GetApp
Helpful?   Yes   No
Read more
Peter C.

The overall benefit of WORKetc is achieved by combining all best aspects of CRM

2017-08-30

Pros

It can be effectively used for operations such as billing, project management, Helpdesk and Support

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Celina G.

Powerful and adaptable

2016-09-23

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

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

Source: Capterra
Helpful?   Yes   No
Read more
Steven K.

Verified Reviewer

Very Good Web Based Program!

2014-07-16

I use this for tech support and sales. Works amazing!

Pros

Very easy to create invoices, and keep track of payment.

Cons

No Shipping section or inventory.

Source: GetApp
Helpful?   Yes   No
Read more
Emmett "Corky" K.

Verified Reviewer

Working Etcetera with WorkETC.com

2016-05-19

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.

Pros

This is the most comprehensive and complete sales/project management/support/billing tool I have found anywhere online.

Cons

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.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more