WORKetc Pricing Plan & Cost Guide

WORKetc

Business management system for SMBs

4.64/5 (85 reviews)

WORKetc Pricing

Starting from: $78.00/month

Pricing model: Subscription

Free Trial: Available

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

Are these alternatives useful to you?

GreenRope

Starting from: $129.00/month
Pricing model: Subscription
Free Trial: Available

Solve CRM

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available

Intrix CRM

Starting from: €21.00/month
Pricing model: Open Source, Subscription
Free Trial: Available

Workbooks

Starting from: $30.00/month
Pricing model: Free, Subscription
Free Trial: Available

berliCRM

Free Trial: Available

WORKetc Pricing Reviews

Pros
  • At that time in history, there was nothing like this on the market at all, and I was enthusiastic about finding it.Emmett "Corky" K.Read the full review
  • 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.Jaymes B.Read the full review
  • The CRM itself is robust and well thought out the mobile app is a dream very user friendly and full of good tools.Mark M.Read the full review
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.William M.Read the full review
  • Missing small features here or there that aren't make or break. Has no resource allocation, which is huge for project managers.Colin S.Read the full review
  • The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts.CharlesRead the full review
100%
recommended this to a friend or a colleague

21 reviewers had the following to say about WORKetc's pricing:

Alein R.

Good option if integrating various apps is your main pain point

Reviewed 2010-11-08
Review Source: GetApp

This is a very comprehensive suite of must have services that include CRM, collaboration and billing. Each individual service offer a comprehensive set of features. It compares well to other integrated solutions such as Zoho or Salesforce.com and offers more than single function products that only do invoicing, time tracking or CRM.

Pros
Well thought pricing model that allow to add more users at a reasonable cost Easy to use with Web 2.0 style for all product components The billing part of the tool, quotes and invoices, is particularly easy to customize

Rating breakdown

Minimize review

Jaymes B.

Great CRM, Highly Respected

Reviewed 2017-02-18
Review Source: GetApp

​ 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

Likelihood to recommend: 10/10

Minimize review

Ryan Powell

Love it!

Reviewed 2014-01-19
Review Source: GetApp

So glad to have this all in one business platform that keeps us covered from lead through support

Pros
-Cut down on a bunch of apps -better idea of what our customer history is

Cons
UI is a little dated Pricing is a bit steep

Rating breakdown

Minimize review

Brittany Thompson

Best CRM System out there

Reviewed 2013-12-04
Review Source: GetApp

Work[etc] has been the best change our company has ever made! 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! ;)

Rating breakdown

Minimize review

Runy C.

I use this online tool to manage projects

Reviewed 2014-06-06
Review Source: GetApp

If you just got your project management certificate or you have a complex project to manage and a team in several locations, just go for this tool.

Pros
Flexibility and cost

Rating breakdown

Minimize review

David Jones

WorkEtc All-In-One CRM

Reviewed 2014-06-24
Review Source: GetApp

Everyone knows the concept "best of breed" and typically vendors that focus on being best of breed for their flagship product will be more successful than one that offers an All-In-One product. The reason is that its hard to be best of breed at everything so they end up being best of breed at none. WorkEtc is an exception to that rule as they have incorporated enterprise wide information management into one package and does it all very well. I have used SalesForce.com, SugarCRM, SharePoint, ZenDesk, Zoho, FreshDesk, Harvest, and more. While they are all great products and have their strengths none of them do it ALL or as well as WorkEtc. Best of all, in our case WorkEtc was less expensive after we compared using one system versus multiple subscriptions to other products. Our sales team can now enter leads, that turn into customers, that later have projects, and then support. Employees can create time sheets and expenses related to customer projects that can be easily exported into our billing system. Support tickets are automatically tagged to customers and if necessary support employees can create a billable timesheet entry right from the ticket. We also use it to encourage internal communication using discussions and knowledge base articles. Another thing to mention is the Google Apps integration. If you are using Gmail, the plug in is really handy. If by chance a customer emails me directly with an issue, I can create a new support ticket from the email message very easily. Also if you already have a document library in Google Drive, it can easily be shared within WorkEtc with just a few clicks.

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.

Rating breakdown

Minimize review

Kirk O'Connor

Worketc continues to change our business

Reviewed 2015-03-27
Review Source: GetApp

As a business that is rapidly growing in terms of the clients we serve, the number of projects we deliver and the complexity of those projects we urgently needed to get a Quality System up and running so everyone knew their role in the business, their tasks and how that aligned with everyone else. Worketc was a perfect adjunct to our Quality System allowing us to flexibly construct a model that met the specific needs of our business and our clients. It works not only for senior management, however, for all of our sales, development and support teams.

Pros
Flexible architecture. Wide range of capabilities. Reasonable cost.

Cons
Would like to see some decision making capability in the forms. Also some more intelligence in the form creation process which is a bit too reliant on our team at present.

Rating breakdown

Minimize review

Celina

Flexible, easy to learn and awesome user guides

Reviewed 2015-03-11
Review Source: GetApp

I am the office manager of an IT company. During the past year our company started growing and with that the need to have a way of keeping track of everything that happens within the business from a customer database, support tickets, invoices, time spent at each job. We looked for months at many other solutions, some that were a nice but out of our price range and some that were lower priced, but didn't really solve any problems we currently had. We wanted a place that could do it all and could integrate well with Gmail and google environment. We also wanted the ability to access the system via mobile devices (cell phones). We found our answer in worketc.

Pros
Awesome user guides that are easy to understand. The videos are amazing, it's like being in class with a trainer. The interface is quick and it just "makes sense". I love that everything can be interconnected and never loose sight of what's currently going on. We love being able to have a "queue" with our support tickets and know what the stages of each ticket. Flexibility to morph the system to our own needs.

Cons
Perhaps one of the pros could be a con. The system is so flexible that sometimes it's hard to decide what tags to create, how to use certain features like discussions vs. notes. I don't see it's as a terrible con, but it does take some time to figure out how to best utilize the system to the company's benefit. The mobile apps are still in what I would consider a "green" stage, where there's room to make them better. They recently released the iPhone app and it's easy to use. It's night and day compared to the Android one. I'm sure soon both will be great.

Rating breakdown

Minimize review

Randy Bryan

So Thorough

Reviewed 2015-02-24
Review Source: GetApp

We really love WorkEtc. We are relatively new to it. We did a TON of research before committing. We have grown to a staff of 9 and wanted to get with a program that would allow us to grow to 100. WorkEtc can easily handle that. It's also worth the expense. Every month we stop things from falling through the cracks that otherwise would have.

Pros
thorough, support tickets, invoicing

Cons
It is a little expensive, but for us it PAYS FOR ITSELF.

Rating breakdown

Minimize review

John Belchamber

Consistent Consultancy

Reviewed 2013-11-24
Review Source: GetApp

I've been using WORKetc for four years now and have watched it's continued evolution into what I now consider to be a critical tool for running my business consultancy business. 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
- Has all the tools I need to run a business providing multiple products and services. - 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.

Rating breakdown

Minimize review

Keith K.

Used daily by the whole team, making us more accountable and accurate.

Used daily for 2+ years
Reviewed 2017-12-20
Review Source: Capterra

Smooth workflow requiring fewer people. Greater accountability and greater accuracy. High standards are much more achievable. Knowledge Base (KB) allows for sharing the "why" of our standard operating procedures, not just the how. Project Templates are custom for us, and allow us to consistently do the job right, while not having to 're-invent the wheel.'

Pros
Customizable as can be, and multi-functional. Takes far fewer people to do a job that it did before Work[ETC], in less time, with better results. Work[ETC] replaced about nine different "silos of information" with one solid system - offering much better documentation of our work, as well as accuracy, to boot!

Cons
Takes real work and a dedicated professional owner or manager to even begin to get the full value Work[ETC] offers. That's okay, because the payback on time invested is at least 20x, sometimes 40 or 50x, long term ... with better results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

CalGillman

What WorkEtc?

Reviewed 2015-02-25
Review Source: GetApp

I've been the one in every business I join who either gets tasked with finding the easiest most effective ways to get the Work Etc done. I've tried a myriad of CRMs, ECMs, Work-Flow Management Softs, Accounting Softs, Business Development and Social Media Management Softs and Work Etc is winning for 1. Simple yet complex - you can keep an un-cluttered yet powerful overview of anything exactly where you want it. 2. 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. 3. It's actually intuitive, making adjustments, where's the button for this? Where's the menu for that? It's all there it seems, easy to find, easy to change, easy to set in stone.

Pros
Really fast, clean, adaptable, powerful, simple yet advanced, they've thought of everything. Oh and for the first time in history, this company ACTUALLY values your ideas it seems. They tout you for 'wish lists' and improvements at several stages, they're definitely keen to keep customers happy.

Cons
Apps for IPhone and Android are great but you think "They could be better" and as soon as you do you find out they're launching an entire overhaul with every little thing you could think of, so we have to wait a month, I can hack it. The UI is not ugly, it's easy to see and use but it could do with a brush through it's hair and some new shoes and apparently V5 is about to be released and look ridiculously clean and simple, nice, I can wait for that to.

Rating breakdown

Minimize review

Nicole W.

Finally - A CRM that works for us!

Used daily for less than 6 months
Reviewed 2017-03-16
Review Source: Capterra

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

Likelihood to recommend: 10/10

Minimize review

Artur G.

One unique app to organice my business flow

Reviewed 2015-10-12
Review Source: Capterra

The best part of Worketc is that, in one app the whole business process of our engineering company can be integrated. Pre-sales (newsletters) and web forms, sales, service production, billing and after sales service. We've been using WorkEtc for 5 years now, I've been looking during this period other tools, just to make sure it was the right selection, but I couldn't find any other tool that does what Work etc does at such a price. And even more interesting, everything is already integrated, we don't have third parties to adapt the tool to our needs, Work Etc is already adapted to most business processes. Instead, if we ever needed some help to better understand how to integrate our busines flow in Work Etc we just set up a 15 or 30 minutes meeting with support people and they answer our questions with out any extra billing.

Rating breakdown

Ease of use
Customer support

Minimize review

Cyntia L.

Awesome software

Reviewed 2016-01-07
Review Source: Capterra

I like this software because it is very easy to use and you can do many things with. It's like many software integrated in one. My favorite feature is project management. It's kind of like using MS project but in more simple. I think this software is good value for money and awesome for small start ups that don't have a big budget to spend in software. Moreover, there are many videos to train you and to help you understanding every feature of work[etc].

Rating breakdown

Ease of use
Customer support

Minimize review

Dave T.

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

Used daily for 2+ years
Reviewed 2018-01-08
Review Source: Capterra

Staff Accountability and customisation to suit the processes of our company

Pros
From being able to track leads into sales, through to automated Support ticketing when emails are sent to our Service inbox. We have created work groups comprising of the different teams in our organisation and then use the discussion feature built into WORKetc to be able to keep the whole team abreast of what is happening in their neck of the woods. 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

Likelihood to recommend: 10/10

Minimize review

Christina F.

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.

Pros
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.

Cons
One big feature we would like to see from WORK[etc] is a client proofing system. Since we are a heavily graphic-based company and send numerous graphic assets to client at a time, it does get tedious having to upload attachments to an email in WORK[etc] where it allows you only to upload one at a time. A feature that would allow us to mass upload assets into a 'ticket' or even the customer portal, where the client could give live feedback would be a great addition to WORK[etc] and would definitely make WORK[etc] a forerunner in the CRM market that appeals to proof-based companies.

Rating breakdown

Value for money
Ease of use
Customer support

Minimize review

Jordan Z.

work[etc] has surprisingly strong project management features of a combination product.

Reviewed 2015-12-07
Review Source: Capterra

We were highly impressed by the capabilities that work[etc] has built into its project management module. It represents a tremendous value for a SMB entity that needs an integrated solution. It compares very favorably vs. the leader in the space which had been our "go to" in the Google for Work Ecosystem. If we have more sophisticated needs, we would jump to another product which supports Agile, Scrum and point estimates which EVERYONE but for the OCD PMP types and engineers just HATES! It provides the basis for a PSA platform that beats the stuffing out of Xero's sister produce due to its much tighter integration with Google For Work, and it is a tremendous add in to any side of what we call Functional Triangle Workflow. [which is explained at [http://abizinabox.com/abizinabox/apps/app-platforms/worketc-crm-customer-support-ticketing-project-management/functional-triangle-workflow/]

Rating breakdown

Ease of use
Customer support

Minimize review

Melissa B.

WORK[etc] connected our disconnected teams

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

Pros
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.

Cons
The integration with Gmail isn't amazing. It works but you have to really know exactly what you are looking for within WORKetc to be able to connect the email with the appropriate customer. The system can get pricey if you have corporate based users that don't interact with clients often enough to give them an account. For example, our media team creates customized videos for clients on an irregular basis, so paying for them to be in WORKetc all the time doesn't make sense. It would be nice if there was a way to setup tiered levels of users to account for irregular users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

mbrenneman

CRM? or life saver?

Reviewed 2014-07-18
Review Source: GetApp

As a business development and technology company, we were looking for something awesome that would help us track expenses specifically to a job, manage projects no matter the size, and help us stay organized, while billing appropriately, too. Work[etc] did all of that, and more, for us. It’s a very comprehensive and in-depth CRM and business saving software that tracks your subscriptions, gives financial overviews, and tracks a myriad of other data. We own several restaurants and do the bookkeeping for several more on top of the business development and technology side of our company, so the accounting features in Work[etc] aren’t quite for what we do, even on the technology stuff. But, Work[etc] was never really meant to be an accounting software, either! It integrates pretty well with Quickbooks Online, however, and what doesn’t integrate, takes me mere minutes to enter and track. The relationship between the two has definitely revolutionized the way we track our financial data, and has significantly cut down on the time we spend working. One of the best features of Work[etc], in my opinion, is it’s ability to send emails, track attachments and time sheets, and remind you of tasks that need to be done! It has, quite literally, saved us a ton of money when we thought we had lost client release forms or information. This feature, in itself, is worth the cost. Work[etc] is both a CRM and a lifesaver.

Pros
Tracking, Billing, Managing Products and Projects

Cons
Inability to bill projects in stages.

Rating breakdown

Minimize review

Jerry M.

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.

Pros
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.

Cons
The UI could use a little "feng shui", but I know that's on the roadmap Honestly, I haven't found any true cons yet, but I'm looking!!

Rating breakdown

Value for money
Ease of use
Customer support

Minimize review