WORKetc

Business management system for SMBs

4,6 /5 (85 reviews) Write a Review!

WORKetc Overview

What is WORKetc?

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.

WORKetc Overview

Pricing

Starting from
US$78,00/month

Pricing options

Free Trial
Subscription
Value for money

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.


WORKetc Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 4 others, India, Japan, Germany, Mexico
Supported Languages
Chinese (Traditional), Dutch, English, French, German and 5 others, Italian, Japanese, Norwegian, Russian, Spanish

Media

Unlimited Contacts & Relationships
Manage Sales Leads, Workflows and Pipeleins
Projects with dependencies, alerts and activity streams
Billing, payment tracking and integration with Xero & Quickbooks
WORKetc screenshot: Unlimited Contacts & Relationships WORKetc screenshot: Manage Sales Leads, Workflows and Pipeleins WORKetc screenshot: Projects with dependencies, alerts and activity streams WORKetc screenshot: Billing, payment tracking and integration with Xero & Quickbooks

WORKetc Reviews

WORKetc Reviews

Overall rating
4,6
/
5
Excellent
61

Very good
19

Average
4

Poor
1

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,3
Customer Support
4,9
94% recommended this app
Melissa B.

WORK[etc] connected our disconnected teams


Emmett "corky" K.

Working Etcetera with WorkETC.com

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.


Charles

Expected More, Received Less!

The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue.

From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW!
Little did I know that this does not filter down to support!

The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though!

Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming.

Support! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business?

2 starts for the product- would have been higher if I could actually have gotten to use it.

0 starts for support

5 stars for sales and marketing.

Does this seem a little off balance to anyone? Not recommended!


Christina F.

It just makes day-to-day things easier!

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.


Jerry M.

You will not find a more supportive platform.

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.


Melissa B.
Industry: Hospital & Health Care
Company size: 51-200 Employees

WORK[etc] connected our disconnected teams

Used Daily for 1+ year
Reviewed on 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
Customer Support

Likelihood to recommend: 10.0/10

Emmett "corky" K.

Working Etcetera with WorkETC.com

Reviewed on 2016/05/19
Review Source: GetApp

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

Charles

Expected More, Received Less!

Reviewed on 2013/02/23
Review Source: GetApp

The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue.

From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW!
Little did I know that this does not filter down to support!

The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though!

Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming.

Support! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business?

2 starts for the product- would have been higher if I could actually have gotten to use it.

0 starts for support

5 stars for sales and marketing.

Does this seem a little off balance to anyone? Not recommended!

Pros

If software would perform to specifications, the system would be really good.
Good Sales Support initially to sign up.
Webinars are decent
Easy Cancellation.

Cons

No support after purchase
Staff tend to blame end user for their own shortcomings in tech support.
Once they sign you up and collect he first month, they do not care whether you stay or not as they have your money. ToS states, no refund.

Response from WORKetc

Hi Charles - I'm the owner of WORK[etc]. Can you please get in touch and let me know who you are. This does not sound like us and if by chance it is, then I'm sure as hell going to be sorting it out with my team.

Christina F.
Industry: Marketing & Advertising

It just makes day-to-day things easier!

Reviewed on 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

Jerry M.
Industry: Financial Services
Company size: 11-50 Employees

You will not find a more supportive platform.

Reviewed on 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

User recommendation
8,9/10
Based on 85 user ratings
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WORKetc Pricing

WORKetc Pricing

Starting from
US$78,00/month
Free Trial
Subscription
Value for money

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.

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.

Value for Money
4,6/5
Based on 85 user ratings
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WORKetc Features

WORKetc Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,6/5
Based on 85 user ratings
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Categories

Additional information for WORKetc

Additional information for WORKetc

Key features of WORKetc

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Automatic Reminders
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting & Forecasting
  • CRM integration
  • Calendar Sync with Google
  • Campaign Management
  • Catalog
  • Client Portal
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Customer History
  • Customizable Fields
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Synchronization
  • Data Visualization
  • Dependency Management
  • Discount Management
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Gantt Charts
  • Gmail and Outlook plugins
  • Help desk management
  • Invoice Management
  • Invoices
  • Lead Assignment
  • Lead Capture
  • Lead Nurturing
  • Milestone Tracking
  • Multiple Billing Rates
  • Multiple Projects
  • Opportunity Management
  • Partial Payments
  • Permission Management
  • Pipeline Management
  • Prioritizing
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project budgeting
  • Quote Management
  • Recurring Billing
  • Reporting & Statistics
  • Search Functionality
  • Self Service Portal
  • Social Media Integration
  • Support ticket tracking
  • Sync with Microsoft Outlook
  • Tags & Keywords
  • Task Management
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • Timesheets
  • User Access Controls
  • Workflow Management
  • iPhone, Android & mobile support

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.

WORKetc FAQs

WORKetc FAQs

Below are some frequently asked questions for WORKetc.

Q. What type of pricing plans does WORKetc offer?

WORKetc offers the following pricing plans:

Starting from: US$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.

Q. What are the main features of WORKetc?

WORKetc offers the following features:

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Automatic Reminders
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting & Forecasting
  • CRM integration
  • Calendar Sync with Google
  • Campaign Management
  • Catalog
  • Client Portal
  • Configurable Workflow
  • Contact History
  • Contact Management
  • Customer History
  • Customizable Fields
  • Customizable Reporting
  • Customizable Templates
  • Data Filtering
  • Data Synchronization
  • Data Visualization
  • Dependency Management
  • Discount Management
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Expense Tracking
  • Filtered Views
  • Gantt Charts
  • Gmail and Outlook plugins
  • Help desk management
  • Invoice Management
  • Invoices
  • Lead Assignment
  • Lead Capture
  • Lead Nurturing
  • Milestone Tracking
  • Multiple Billing Rates
  • Multiple Projects
  • Opportunity Management
  • Partial Payments
  • Permission Management
  • Pipeline Management
  • Prioritizing
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project budgeting
  • Quote Management
  • Recurring Billing
  • Reporting & Statistics
  • Search Functionality
  • Self Service Portal
  • Social Media Integration
  • Support ticket tracking
  • Sync with Microsoft Outlook
  • Tags & Keywords
  • Task Management
  • Template Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • Timesheets
  • User Access Controls
  • Workflow Management
  • iPhone, Android & mobile support

Q. Who are the typical users of WORKetc?

WORKetc has the following typical customers:

Small Business, Mid Size Business

Q. What languages does WORKetc support?

WORKetc supports the following languages:

Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Norwegian, Russian, Spanish

Q. What type of pricing plans does WORKetc offer?

WORKetc has the following pricing plans:

Subscription

Q. Does WORKetc support mobile devices?

WORKetc supports the following devices:

Android, iPhone

Q. What other apps does WORKetc integrate with?

WORKetc integrates with the following applications:

Bedrock Data, Box, Evernote, Google Drive, Google Workspace, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, Xero, Xero

Q. What level of support does WORKetc offer?

WORKetc offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Video Tutorials