--- title: "WORKetc Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WORKetc Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/118331/WORKetc/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # WORKetc Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) WORKetc ## What is WORKetc? With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. WORKetc goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORKetc is there every step of the way - from the initial sale through to quotes, projects, product delivery, invoicing, and customer support. All data is in one place, keeping your team updated. ## What is WORKetc used for? [Contact Management](https://www.capterra.com/contact-management-software/)[Business Management](https://www.capterra.com/business-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 85 user reviews Reviews sentiment Positive 94% Neutral 5% Negative 1% Starting price $78 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WORKetc?[Manage this product listing](https://www.g2.com/products/worketc/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WORKetc 4.6 (85) VS. [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $78 Flat Rate, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (43) Ease Of Use 4.0 (977) Value For Money 4.6 (31) Value For Money 4.2 (799) Customer Service 4.9 (44) Customer Service 4.0 (770) ## WORKetc alternatives [4.2 (1,339)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.6 (6,130)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [4.8 (130)](https://www.capterra.com/p/134106/Striven/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## FAQs about WORKetc Overview ### Which roles and teams benefit most from WORKetc? WORKetc is most used by owners, presidents, and managing directors who need visibility into sales, projects, and daily operations. Sales and account management teams track leads, client communications, and follow-ups, while marketing, product, production, and operations managers coordinate campaigns, delivery schedules, tasks, and team workloads. Answer based on 39 reviews Overview ### What company size and specific industries is WORKetc built for? WORKetc is designed for teams of 2 to 100 employees in information technology and MSP, software and web development, business and management consulting, and marketing, advertising, PR, and digital marketing. It fits small to mid-sized organizations in these service-based sectors. Features and Usability ### What are the key features of WORKetc? WORKetc includes core Customer Support, Customer Portal, and Search features, alongside widely discussed project management tools for task tracking, timesheets, and invoice management. Its CRM links client records with projects and support tickets, while mobile access and third-party integrations support teams working across devices and accounting systems. Answer based on 35 reviews Pricing ### How much does it cost and what fees or limitations are included? WORKetc starts at $78/month for the Starter plan, including two users, 2,000 contacts, and 3 GB storage. A 14-day free trial is available. Team costs 195/month plus 49 per extra user, while Foundations costs 395/month plus 59 per extra user. Reviewers describe pricing as reasonable, though some consider it steep. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does WORKetc integrate with? WORKetc integrates with 9 third-party tools, including Box and Dropbox for file storage; Google Calendar, Google Drive, Google Workspace, and Microsoft Outlook for productivity; and QuickBooks Online and Xero for accounting. These connections support shared files, calendars, email, and financial records across business workflows. Answer based on 19 reviews Getting Started and Support ### What training and onboarding options does WORKetc offer? WORKetc provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos offer self-paced reference and walkthroughs for learning features and setup steps. Answer based on 5 reviews Getting Started and Support ### What customer support options does WORKetc offer, and how do users rate the experience? WORKetc offers email/help desk, FAQ/forum, knowledge base, and phone support. Many users describe support as fast, personalized, and helpful with setup and workflow guidance. However, some report delayed email responses, difficulty reaching support by phone, and slower assistance during initial adoption or technical issues. Answer based on 47 reviews Features and Usability ### Is WORKetc easy to use for a small business? WORKetc makes everyday CRM, project, and billing work accessible after setup, with an interface many small-business teams find intuitive. Its broad feature set, configuration needs, occasional interface issues, and less-polished mobile areas can create a learning curve, especially for new administrators. Training and responsive onboarding help teams adopt workflows more confidently. Answer based on 25 reviews Features and Usability ### How well does WORKetc handle project management? WORKetc connects projects with customer records, tasks, timesheets, billing, and support work in one shared system. Small business and service teams value project templates, subprojects, status visibility, and account-linked communication. It may not suit project managers who need advanced resource allocation, Agile planning, or more detailed Gantt chart controls. Answer based on 19 reviews ## Features AI summary Based on 29,194 Project Management reviews Capterra data shows that buyers of Project Management software rank the following features as their top priorities: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) WORKetc supports all three of the features reviewers rate most highly: **Deadline Management**, **Project Time Tracking**, and **Project Time Tracking**. With these capabilities in place, teams can keep projects on schedule, record time accurately, and maintain better visibility into workloads and progress, helping businesses stay organized and manage delivery timelines more effectively. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Escalation System alerts about the need to escalate an issue or request WORKetc 105 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Assignment Management: Assign issues and tasks based on availability or required skills - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Currency: Manage and handle various international currencies - Multiple Projects: Ability to handle several projects simultaneously - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Product Catalog: Present a catalog of inventory that customers can view - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Status Tracking: Track the status over time for a request, process, asset, or transaction - Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Training Management: Track employee/learner's progression through training programs - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (26) 4.6 Based on 26 reviews ## Pricing Value for money 4.6 (31) Free Trial [View pricing plan details](https://www.capterra.com/p/118331/WORKetc/pricing/) Starter $78.00 Flat Rate,Per Month It includes: - 2000 Contacts - 2 Users - 3 GB Storage Team $195.00 Flat Rate,Per Month It includes: - 10000 Contacts - 15 GB Storage - 3 Users - Accounting Integrations - Customer Portal - Email Marketing - Reporting - Social Media Foundations $395.00 Flat Rate,Per Month It includes: - 20000 Contacts - 3 Users - 50 GB Storage - Contractor Portal - Deep Reporting Value for money 4.6 (31) 4.6 Based on 31 reviews ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Evernote Teams](https://www.capterra.com/p/154969/Evernote-Business/)[ Box](https://www.capterra.com/p/148766/Box/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (44) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (44) 4.9 Based on 44 reviews ## User reviews Overall rating 4.6 Based on 85 reviews Filter by rating Counts reflect reviews available in this feed. 5(59) 4(21) 3(4) 2(1) 1(0) Mentioned topic Recent reviews first, then most helpful Emmett "Corky" K. Used the software for: I used a free trial ### "Working Etcetera with WorkETC.com" 4.0 May 20, 2016 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer VP of Education and Training Used the software for: 1-3 years ### "WORK\[etc\] connected our disconnected teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 5, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer ### "Expected More, Received Less!" 2.0 February 24, 2013 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Christina F. Used the software for: 1-3 years ### "It just makes day-to-day things easier!" 4.0 September 28, 2015 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO Used the software for: Less than 1 year ### "You will not find a more supportive platform." 5.0 September 28, 2015 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!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. William M. Marketing Manager & Growth & Innovation Team Used the software for: 1-3 years ### "WORKetc, More Than a CRM" 5.0 March 30, 2016 As Idaho's Manufacturing Extension Partnership, TechHelp has team members and consultants work our of each of our three state universities. For years we struggled to work, communicate and manage our business across the different systems used by each university. With the advent of cloud based CRM systems, we began experimenting with all of the top tools but found them lacking. Most were too "salesy" and focused on the front end sales cycle. They lacked integrated modules for project and account management. It turned out that we were looking for more than a CRM. We really wanted an integrated Business Management System that could track and manage a client engagement from first meeting, through the sales cycle, project management, expense tracking, invoicing, reporting and more. We also wanted a system that would play nice with the Google for Work system we had adopted. We found all of this and more in WORKetc. Pros WORKetc is more than a CRM; it is an integrated Business Management System that can be used to manage a business end to end. WORKetc has THE BEST customer support system & team that I have seem in the software/cloud industry. I can get a real WORKetc person on the line for a web based conference on any issue almost instantaneously. WORKetc has a nearly infinite capacity for customization. We have used WORKetc "Web Forms" to greatly enhance our consulting work. A client can complete a Web Form that automatically creates a contact and a lead. The form is automatically routed to the correct consulting team that has all info at their fingertips to follow up with the client. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Keith K. Owner Used the software for: 3-5 years ### "Used daily by the whole team, making us more accountable and accurate." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 21, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Dave T. Telecommunication Engineer Used the software for: 3-5 years ### "Fully integrated CRM package for all facets of our business from Leads through to Service delivery" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 9, 2018 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Branden M. Software Developer ### "WORK\[etc\] does everything, etc." 5.0 February 20, 2015 I like having everything we need in one system. We have to-dos, we have time sheets, we have project details, we have knowledge bases (for storing our company-.wide information, important details, etc), and we have a CRM to store contact details, lead information and support emails. We use WORK\[etc\] for these main benefits: 1) We store all our timesheets in an easy to view place 2) We store client contact information in an searchable way 3) We use the support/email system as a way of keeping track of client responses to us For example, in our software development company, we (obviously) develop software that has been released to various clients. But we're not perfect, so sometimes there's a bug, or a user expects functionality B instead of A. They write to our support email address, which is linked to WORK\[etc\] and a support case is automatically generated and forwarded to the appropriate team members. 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. First off, everything is online, so there's no digging around for paperwork. Secondly, they can be sorted by project, so if I want to see how much time I spent on Client A's latest update, I can go to the project page and view the associated timesheets or print a summary report. And, importantly, the timesheets can have comments on them, so I can go more specific (not just 'redesigning GUI' but 'redesigning layout on form 2'). Pros \- Everything in one 'site'. - Project management is simple to deal with. - Timesheets are easy to add or change. - Contact management is super simple, with lots of customisation. 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). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Christina L. Chief Nursing Officer Used the software for: 3-5 years ### "WorkETC saved us time!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 20, 2018 Pros Our team has been able to improve on efficiently because we are able to retain and provide quick feedback into the CRM. We no longer are wasting time in repetitively inputting data when we have a spare moment instead we can quickly add them as we go especially with the mobile app. I think it has allowed us to track our sales as well because we can easily do all the follow up from sales, to the pitch, to the quote. Cons I really like the fact that they have a mobile app however it doesnt do all that I need. Yes, we can track and put in data right when we are tracking but the app doesnt allow for the features to work as it would on the website. I understand these two would be different but more availability in the features would be nice. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/118331/WORKetc/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.