--- 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" --- # WORKetc Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.worketc.com&name=WORKetc) ## 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 (999)](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 (967) Value For Money 4.6 (31) Value For Money 4.2 (790) Customer Service 4.9 (44) Customer Service 4.0 (762) ## WORKetc alternatives [4.2 (1,317)](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 (6,079)](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 [4.5 (177)](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 Highest Rated [4.7 (683)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about WORKetc Overview ### What problems does WORKetc solve? WORKetc solves scattered customer, sales, project, support, and billing workflows by putting lead tracking, project status, support tickets, timesheets, documents, and invoicing in one system. It helps small businesses, consultants, sales teams, developers, and support managers reduce tool switching, improve handoffs, and maintain clear visibility across customer accounts. Answer based on 35 reviews Overview ### Which roles and teams benefit most from WORKetc? WORKetc is most used by business owners, executives, account managers, and customer-facing operations teams that need one system for CRM, projects, billing, and support. Leadership uses it to oversee pipelines and financial activity, while service, sales, and support teams manage client communication, tasks, and day-to-day workflow execution. 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 people in information technology and MSP, software and web development, business and management consulting, marketing, advertising, PR, and digital marketing. It is aimed at small to mid-sized organizations in service-based and project-driven industries. Features and Usability ### What are the key features of WORKetc? WORKetc includes core customer support and customer portal features, plus search across CRM records. Reviewers also focus on project management tools like task tracking, timesheets, and invoicing, alongside differentiators such as mobile access, customization, and integrations with Xero, QuickBooks, Gmail, and Google Calendar for connected business workflows. Answer based on 35 reviews Pricing ### How much does it cost and what fees or limitations are included? WORKetc starts at $78/month flat for the Starter plan, which includes 2 users, 2,000 contacts, 3 GB storage, and a 14-day free trial. Team costs 195/month for 3 users, with extra users at 49/month; Foundations costs 395/month, with extras at 59/month. Reviewers call pricing reasonable, though some say it feels steep. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does WORKetc integrate with? WORKetc integrates with Box, Dropbox, Evernote Teams, Google Calendar, Google Drive, Google Workspace, Microsoft Outlook, QuickBooks Online, and Xero. These connections span file storage, calendars, productivity, email, and accounting, covering common business workflows across document management, scheduling, and financial data syncing. 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 support teams getting started. Live online sessions and webinars can guide setup and feature use, while documentation and videos offer self-paced reference material for learning the product and reviewing steps when needed. 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, a knowledge base, and phone support. Users often describe support as fast, personalized, and helpful, with staff that understand business workflows and provide updates. Some users, however, report slower responses, uneven post-purchase help, and occasional frustration during onboarding or when troubleshooting technical issues. Answer based on 47 reviews Ease of use ### Is WORKetc easy to use for daily business tasks? WORKetc handles daily business tasks well once teams get oriented, but the learning curve can feel steep at first. Small businesses and service teams often find the interface intuitive for CRM, projects, billing, and support, while some users mention a clunky layout, setup effort, mobile limitations, and occasional glitches. Answer based on 25 reviews ## Features AI summary Based on 28,833 Project Management reviews Capterra data shows that buyers of Project Management software rank the following features as their top priorities: - **Task Management** (**52%** of reviewers rated this feature as critical) - **Project Planning/Scheduling** (**49%**) - **Multiple Projects** (**51%**) WORKetc supports all three of the features reviewers rate most important: **Task Management**, **Project Planning/Scheduling**, and **Multiple Projects**. Together, these capabilities help teams organize daily work, map timelines and deadlines, and manage several initiatives at once, allowing businesses to keep projects on track and improve coordination across workloads. 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 102 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. - 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 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. - 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 Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ 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/) 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 5(59) 4(21) 3(4) 2(1) 1(0) Mentioned topic Sorted by most recent Gavriella W. Production Manager Apparel & Fashion ### "Not my favorite CRM" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 25, 2018 Pros It was fairly intuitive to figure out how to enter data. It was also really customizable which was necessary for us. Cons It didn’t integrate well with our email, which is kind of the whole point. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Arts Grant Writer Hospital & Health Care ### "Just alright" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 October 15, 2018 This CRM worked for a while but we quickly outgrew it. Pros It served the main purposes of any CRM - to keep track of contacts and companies and to track sales. Cons At the time I was using it, it didn't integrate well with our email service and had a ton of bugs. Additionally, it was difficult to customize. 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 Hospital & Health Care ### "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 18, 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. Dave T. Telecommunication Engineer ### "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 8, 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. Regan B. Technical Specialist ### "Excellent. The team at WORK etc have gone above and beyond to get this up and running for us. " 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 December 22, 2017 This software has helped our business grow much faster than expected. We are now in the 21st century with this CRM. Moving away from paper has been the best thing for us Pros Great customization to work around our business and how we need it. Th team were able to deliver everything we requested. Cons that we didn't upgrade earlier. Out staff would like to be able to customize the colors for each user. 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 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 20, 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. MM Margaret M. Account Manager ### "Easy, simple, and straightforward. " 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 0/10 December 13, 2017 Pros I liked the options available to personalize how you use the system. You can try different ways and see which works most efficient for your company. Cons There may be too many options- too many ways to file documents, which may make it hard to locate where something is filed. 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. Sam G. President of HOCOA San Diego Consumer Services ### "A good cloud base CRM for project management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 11, 2017 Ease of use, one place for almost all of my data, financial, operations, leads, etc. I really liked the fact of being able to log in from any computer and update projects. Pros Ease of use, and ability to update records within a given project. Also the fact that I can access the CRM through my smart phone. It's also beneficial to have my leads in one place and too track them as well. Cons There is a opportunity to add a automation process. For instance, if I want an automatic email to be delivered once a certain milestone is met, it would be nice for the system to send it, based on a process that I setup ahead of time. 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. Peter C. SNA ### "The overall benefit of WORKetc is achieved by combining all best aspects of CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 30, 2017 Pros It can be effectively used for operations such as billing, project management, Helpdesk and Support 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. Melissa B. VP of Education and Training Hospital & Health Care ### "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 4, 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. 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