Who Uses This Software?

Our target customers are teams of 2-100 in these industries: Information Technology & MSP, Software & Web Development, Business & Management Consulting, Marketing, Advertising, PR, & Digital Marketing


Average Ratings

80 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $78.00/month/user
  • Pricing Details
    Team plans from $195/mo & from as low as $39/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • WORKetc
  • www.worketc.com
  • Founded 2009
  • Australia

About WORKetc

With integrated CRM, projects, billing, help desk, reporting and collaboration, WORK[etc] 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. WORK[etc] is there every step of the way -- from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale.


WORKetc Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

WORKetc Reviews Recently Reviewed!

Great value and features

Oct 03, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy project management flow and tracking. You can make changes and adapt particular systems to make your sop's easy to use and replicate.

Cons: No in house mail merge, word like feature. For my business we need to print and mail out information. So we have to export each week into and csv file and complete a merge into word doc or google doc. It becomes a little cumbersome to do this on a weekly basis and to train new people.

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

Aug 29, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It can be effectively used for operations such as billing, project management, Helpdesk and Support

WORK[etc] connected our disconnected teams

Jul 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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.

Amazing all in one tool for small teams

Jul 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: This software allows us to keep our small business organized in a way we never could before. We love the CRM, the ticketing, the time tracking and the invoicing. It's all an integral part of our business flow.

Cons: The only thing I didn't rate five stars was "ease of use." It's not really worketc's fault though. There are so many features. The tutorials and help is top notch. Customer service is world class. There is just so much to learn. The good news is that its EASY to get started. A minute to learn and a lifetime to master.

Work[etc] has changed the way we manage clients - for the better!

Jun 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When we first began working with Work[etc] we were frustrated. We felt like the system wasn't solving our problems. Then one day our CTO asked a pointed question I'll never forget: Is the software not meeting our needs or is Work[etc] just highlighting our inefficiencies and showing us a better way? We had to fully acknowledge that the system could guide us into a better project and client management approach as it truly has laid out the best tools for the job. Once we let the software speak for itself and not try to impose our broken models into it, we quickly saw value from the system. The most useful thing about this software was that it provided a storehouse of data on our clients across all phases of our contract life, creating a story of where we've been, what we're doing and what needs to happen in the future to keep the client happy.

Cons: The main frustration has to do with user experience: if you click into a project from the "Project Tree" viewpoint and make a quick change, the system doesn't take you back to the same page after it saves the change. You have to start from the beginning of the project tree rather than land back in the subproject itself.

Excellent adaptable software

Jun 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Customisation - everything in one place and a system that can be adapted to our businesses requirements.

Cons: Often difficult to navigate. A lot of functions do the same thing but in different ways - more than one route to get to where you want to go!

Fewer

Jun 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Reducing the number of "info silos" is the #1 benefit. Get rid of CRM, support ticket management, project management, database entries, notes, untracked email, work timers, and more....because ALL are part of WorkEtc. Customization tools the #2 benefit. Create 'Smart Lists' (based on info already contained in WorkEtc (instead of separate spreadsheets for everything). Create standard (YOUR 'custom standard' projects, email replies, etc. Do it once and ensure it's done the same way every time.

Good integrated CRM

Jun 01, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The best feature of WorkEtc for us is the ability to link work Projects to Customer/Client records. We previously managed "projects" using FileMaker Pro, but this was clunky and not fully sharable with the entire team. WorkEtc allows us to link the Customer Record with a Project Record (such as a product rental or a product licence) and all the constituent emails. As a result, we have less important emails sitting in Outlook or Mail accounts on individual devices, and more integrated in the CRM.

Cons: The GUI is dated and a little clunky. The developers have been promising a new interface for several years now, but nothing has been delivered. It is a shame.

Overall: We've seen benefits of integration. All our team members can collaborate on customer/client interaction. No more email chains, ccs, bccs, etc.

Great Business Management Solution

Apr 20, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: All in one solution, great support, excellent documentation, great integrations

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

Overall: In the realm of business management solutions for small businesses, Work, Etc., is definitely among the top. A single source for CRM, PM, Financial Management, Sales Force Automation, Marketing Automation, and reporting made Work, Etc., a no brainer. The level and speed of support is excellent, the platform rock-solid and documentation is crystal clear. Comes highly recommended.

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

Finally - A CRM that works for us!

Mar 16, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It really is a one-stop-shop for managing customers, deals, projects and support tickets. It has great integration with Google (GSuite). We have significantly lowered our individual emails with tickets and inquiries going directly into Work[etc]

Cons: The integration to Xero (accounting/financial software) isn't as good as it could be.

Overall: We are a 2-person company that needed a single tool to manage both support tickets, a deal pipeline and project management. After trying literally HUNDREDS of so-called 1-stop CRMs, Work[etc] was the ONLY tool that actually delivered on what it advertises. The quality for the price is second to none, and it's pretty easy to use. There are a few things that could be better, but the development team is committed to improving their product over time. We're looking forward to future planned enhancements. Oh, and I should mention that there IS a mobile app, which many CRMs don't have. I don't use it much, but it's pretty good.

Great CRM, Highly Respected

Feb 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: ¿ I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service. ¿We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work. ¿

Pros: ¿Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys ¿

Cons: Pricing options, original mobile app environment felt crowded

Recommendations to other buyers: Give it a shot, try it out for a few months but make sure you use it at least a little daily.

A Must Have

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's usability and complex features that have been really thought out

Cons: Mobile App feels crowded

Overall: I never had to work with a CRM until I started at this company. I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service.

Recommendations to other buyers: More pricing options

Great tool to work

Jan 18, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Worketc it is a great tool, with a lot of options to have control about many areas of your company (time-sheet,Finance, projects). Very customizable too, with a great variety of reports.

Great and easy to use

Jan 10, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Worketc it is a great tool for your company, easy to use, very customizable to attend your needs.A complete tool, with various modules like, timesheet, service desk, finance, projects, etc.

Cons: None that I remember.

Overall: Worketc it is a great tool for your company, easy to use, very customizable to attend your needs. I really recommend.

Recommendations to other buyers: Great support team.

Powerful and adaptable

Sep 23, 2016
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Powerful all-in-one web application. Nothing to install or download.

Cons: User interface is a bit dated

Overall: I think one of my favorite things about Worketc is that it's so powerful. You have a CRM that has the ability to contain all your customer data in one place, but then all that customer info can be connected to projects, support cases, invoices, events, appointments. It's easy to modify, you won't need an act of congress to make changes. Then you have the ability of being able to access it through the mobile apps.

Recommendations to other buyers: Take your time learning how it works. Read all the tutorials.

Work[etc] is my jam!

Jul 09, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We do not see the world as it is, but we see the world as we are. Worketc allows me to see the situation as it is. When I say situation I mean the project status, stage, etc. I am able to fully access the phases and status of current accounts and customers. It's very important for me to be able to stay on top of a customer because I have hundreds and hundreds of customers and I need to be able to rememeber their dogs' names, diseases, house orientations, etc etc. Hence worketc.

Pros: Fully customizable. Very easy to integrate to other programs like quickbooks. We use it for accounting.

Cons: You have to exit one section before you edit another.

Recommendations to other buyers: Make sure that you create a template that is easy to digest. Do it right from day one. Make sure all staff is on board with the workflow you've organized. Don't make any decisions on your own, team effort. There is no I in team.

Software to Run a Business

Jul 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We've been running for years with a pieced together system that involved a billing system, a ticketing system, a bunch of spreadsheets, and a new CRM every few weeks. We tried getting systems to integrate, and play nice. It wasn't until we discovered WorkETC that we found a solution. We have been able to more than double our productivity and bandwidth because the software integrates everything we need in one place. The mobile version of the software is crucial during the times we're meeting with the clients, or are on the road looking for information. It's fast, easy, and it just works.

Pros: Ease of use. Fast loading. Information at our fingertips.

Cons: This is a tough one. Perhaps the user interface is a little clunky. Trying to make adjustments to projects and tech support cases isn't as easy as we'd like. We find that just leaving notes and making the changes when we've returned to the desktop is a little easier. But means a little more time.

Working Etcetera with WorkETC.com

May 19, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

Working, etcetera with Work[ETC]

May 19, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I wanted location independence for my business and this app was the clincher that sold me on using WorkETC for my entire business operations. VERY well done, and I'm in the mobile app manufacturing business myself! The learning curve for the entire system is rough, but worth the pain. The Support from this company is over the top amazing. (But you will need them to get started...)

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

Apr 21, 2016
4/5
Overall
5 / 5
Customer Support

Comments: WORK[etc] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses. The detail tracked by WORK[etc] in terms of support is outstanding, with a DETAILED audit trail being the one key missing feature. Project management is solid, although the GANTT chart could use a few more features, in my opinion. That said, it works very well. Sub-projects are a great feature under project management as well. Time sheets are easy to use. Wish recurring invoices could automatically become billable, but not the end of the world. The package is great for getting everyone on one system. Not necessarily best of breed across the board, but gets everyone in the company on the same page.

Pros: -Solid project management. -Great support system. -Awesome support staff who is always there to help. They will truly get to know your business.

Cons: -Missing small features here or there that aren't make or break. -Has no resource allocation, which is huge for project managers.

WORKetc, More Than a CRM

Mar 30, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

WorkEtc

Mar 16, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We use WorkEtc in a CPA firm for tracking customers, projects, support requests, and discussion among staff. The combination of a singular customer database among functional areas is a big productivity boost for our firm. We have yet to use some of the marketing and sales features but what we have been able to use is great.

Pros: Customer portal is useful for getting customer information Customizable forms are great for capturing data from the portal and on our company sites. Customer Support functionality is excellent for getting the customer needs cataloged to be address and measured.

Cons: Portal needs more development. Has so many features it can be overwhelming

Great for smaller service businesses

Feb 21, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: WorkETC is great for a CRM tool. It's' easy to use and has some great features that the team just knows how to work with. They have a great onboarding program. There is a long line to get support though after the initial onboarding process. It's frustrating to commit to getting trained and have to wait a month to get on to the training process. you forget what your original questions were.

Useful

Jan 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We used this to manage the entire business workflow from end to end. Through lead management, opps, bookings and billings.

The latest interface version makes the application easy to use and find information rapidly, integration with other apps is excellent.

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

Awesome software

Jan 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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

Worketc

Jan 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Worketc is a great software for start ups. This software include different tab so everybody in the company can use it: from an accounting person to a sales person, but also a purchasing person. I will definitely recommend worketc to small companies that don't have a huge budget to spend on softwares.

Pros: - Different features are included in one software such as calendar, sales, contacts, finance...

Cons: - a bit hard to understand at first

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

Dec 07, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We were highly impressed by the capabilities that work[etc] has built into its project management module. It represents a tremendous value for a SMB entity that needs an integrated solution. It compares very favorably vs. the leader in the space which had been our "go to" in the Google for Work Ecosystem. If we have more sophisticated needs, we would jump to another product which supports Agile, Scrum and point estimates which EVERYONE but for the OCD PMP types and engineers just HATES!

It provides the basis for a PSA platform that beats the stuffing out of Xero's sister produce due to its much tighter integration with Google For Work, and it is a tremendous add in to any side of what we call Functional Triangle Workflow. [which is explained at [http://abizinabox.com/abizinabox/apps/app-platforms/worketc-crm-customer-support-ticketing-project-management/functional-triangle-workflow/]

One unique app to organice my business flow

Oct 12, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

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

WORKetc helps create an efficient and effective work day, anywhere

Oct 06, 2015
5/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Since you can access WORKetc anywhere with an internet connection, by phone or computer, your business can travel with you. Whether you need access to contacts, projects, invoices, time sheets, or your calendar, it is all at your fingertips no matter where you are. Within a matter of seconds, everything you need is at your disposal. It gives you the ability to keep all communications with clients in one place, so that you can run your business efficiently. WORKetc is user friendly and easy to learn. They realize that companies rely on them to manage their business. WORKets runs smoothly, however, if an issue does arise, their response time is short. They work on resolving the issue as a matter of priority and provide updates and details of measures that will be taken to prevent the issue from occurring again.

Cons: While we are greatly pleased with how WORKetc allows us to run our business activity, we would like to see a few changes in the issue of quotes. Currently, the way it works is if I create a quote with a certain amount of hours of time on it, my next time sheet will show that amount of time. I view a quote as what I provide my client or potential client prior to them hiring us or approving the work, so I don't want it anywhere other than on that quote. Once they hire us I still don't want it anywhere until we've done the work or decided to bill it. Typically, we don't convert quotes to invoices but bill against the project and compare back to the quote when we create the invoice. I'd also really like to be able to attach a quote to a project, we often provide additional work on a project requiring additional quotes to be created for that specific project - as it is now it becomes cumbersome when multiple projects for one client have multiple quotes.

Recommendations to other buyers: We believe that this software pays for itself. The best recommendation we can give is to try it out. Get a feel for the software and the ease of use. It takes time to learn and there is some set up involved, but that will be the case for any software. We believe that it is worth the time and effort you put in to learn the system. It takes time and effort to run a business.

You will not find a more supportive platform.

Sep 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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!!

It just makes day-to-day things easier!

Sep 25, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: 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.

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

Sep 02, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: At any time, I can view all correspondence activities, sales activities, and contact information for any chosen customer. The mobile app is also very functional at retrieving pertinent information, while away from my desktop. The reports that I generate are complete, fast, and I like the way they send the data to an excel spreadsheet for easy evaluation.

A myriad of CRM opportunities

Jul 29, 2015
3/5
Overall
2 / 5
Ease of Use
4 / 5
Customer Support
3 / 5
Value for Money

Comments: I use WORK[etc] for managing the clients we have, the various sides of the business of offer, projects and support cases. It's a great tool to have when working with a large number of various clients, projects that need a lot of space to expand, with detailed Sub-projects, ToDos and Support Cases.

Pros: The latest UI looks pretty neat, definitely more user-friendly. They have an App as well which does its job - always a plus. WORK[etc] Insiders is a great place to get a better understanding of what exactly WORK[etc] can do. WORK[etc] is a very comprehensive tool that any serious business should consider using.

Cons: It can be rather intricate, a more detailed and easily accessible type of manual should be provided or a simple link like: Get help for this page. When I first started using WORK[etc] I was freaking out thinking there's just too much to take in but with time, it started growing on me.

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

Jun 24, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: We've been using WorkEtc now for 2 years. Before WorkEtc we ran Daylite as our central CRM but when I (the boss) needed to spend considerable time out of the office we needed a solution that was quick and efficient via the internet. We looked at a number of different solutions but chose WorkEtc as it was more than just a CRM. One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease.

Pros: WorkEtc is a good solution for virtual teams and virtual offices to keep their data connected. It works well for employees in different time zones and different countries. We've been able to partially automate some business processes, including support cases, projects, tasks, and invoicing.

Cons: We've been disappointed with the 'clunkiness' and time consuming way of tracking time for projects and generating invoices. We use another solution to track project time (which doesn't have invoicing capabilities) and enter the time into the invoice manually. For some reason the workflow for WorkEtc is not as efficient as the other solution. Their customer support team is very efficient however it feels as if product development is slow and often behind schedule. (Sign up because you like the features they have, not the features they are promising.)

WorkETC

Jun 24, 2015
4/5
Overall
5 / 5
Customer Support
4 / 5
Value for Money

Comments: WorkETC is probably one of the best CRM apps I have used but what makes this company different is the superb support and interaction you can have with them. Steve Westrop (UK Based) is excellent and works tirelessly until he has a satisfied customer. The CRM itself is robust and well thought out the mobile app is a dream very user friendly and full of good tools. WorkETC has everything you need right down to raising an invoice if needed, for our company the project management and customer portal is very important and we expect to be making good use of these facilities. We are still early phase users but having left Zoho CRM to come to WorkETC it is a total breath of fresh air and I would highly recommend. Thanks

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

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

WORKetc Handles CRM and More

May 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: WORKetc is not just a CRM. It works for us from initial client meeting through sales cycle, proposal, contract, project, invoicing and reporting. Also love how it integrated with Google For Work. The vendor is accessible and easy to work with.

Cons: There are SO many features and potential ways of doing things that it takes a while to learn the system and create processes and best practices.

Recommendations to other buyers: Having tested and trialed most CRM's on the market, I can say that most were too "salesy" for the needs of a professional consulting organization and were scaled to meet the needs of a much larger organization. WORKetc handles ALL aspects of business engagement and works great for our smaller consulting operation.

WORKetc - Breaking down the communication barriers

Apr 28, 2015
5/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The thing that I like best about WORKetc is that it is one place that everyone in our company can go to find information about anything. If they have questions about a specific client or company, they can find the information here...or ask the team through WORKetc and the answers are all captured in a place that we can always go back to. If someone is on the road and wants to know the status of a lead or project, they can check in on these using WORKetc as well. We don't have to search 4-5 different places or send 4-5 e-mails to get our answers any longer...they are all in one place.

Cons: I know their new mobile app is going to be amazing and will really help with our team members who are traveling...but it is still very buggy. A couple of us went through the beta testing and when it finally was rolled out to the public, we were really excited to share with our team. We opened it up during our team training and about step 2 into our walk through we found a bug. I have high hopes for the app in the future and the thing that I like least right now, April 2015, will probably become the 2nd best thing I love about WORKetc in the future.

Recommendations to other buyers: Bring in team members from different areas of your company! This isn't just a CRM system, this is a place to track sales, develop and work through your projects/engagements and it also has invoicing capabilities!! You want to make sure that it works well for everyone on your team, and more importantly, you want people in all areas to be bought in from the beginning! It can be a huge struggle if you're bought in and then you have to convince the other areas of your team that it's a software worth investing in.

Worketc continues to change our business

Mar 26, 2015
5/5
Overall

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

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

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

WorkETC works!

Mar 18, 2015
4/5
Overall

Comments: I work for an accounting firm and this is the first tax season that we have had work keeping track of everything. Yes, EVERYTHING, from appointment reminders to referral discounts! We really needed a program to keep track of our clients and we ended up getting so much more.

Pros: Keeps all the information organized for quick and easy access. Secure client portal.

Cons: Not all of the settings are as easy to manipulate, to fit our needs, as I would like them to be.

Flexible, easy to learn and awesome user guides

Mar 11, 2015
5/5
Overall

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

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

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

Work Etc in Accounting

Mar 10, 2015
5/5
Overall

Comments: I am working with a rapidly growing accounting / tax firm who recently chose to include WorkEtc as a way to organize projects, communicate with staff and clients, invoice, etc. WorkEtc has helped us not only change the way we conduct business but also changed the way we communicate and interact with clients.

Pros: Project scheduling has been streamlined. Instead of multiple logs, we now have one place to go to to see where all jobs stand!!

Work[etc] uphill baby steps

Mar 03, 2015
3/5
Overall

Comments: A growing solution that aims to take some of the load of a complete CRM (and more) platform like work[etc] into a more friendly environment like my phone, it works, but leaves you wanting more... i know they will deliver, happy for now, happier soon.

Pros: Great back-end and solid agile solution, the front end is almost too much to look at, but it works!

Cons: The updates happen so fast that im overwhelm with intensity, this app makes we work better? where is the i-need-a-break function?

What WorkEtc?

Feb 24, 2015
5/5
Overall

Comments: I've been the one in every business I join who either gets tasked with finding the easiest most effective ways to get the Work Etc done. I've tried a myriad of CRMs, ECMs, Work-Flow Management Softs, Accounting Softs, Business Development and Social Media Management Softs and Work Etc is winning for 1. Simple yet complex - you can keep an un-cluttered yet powerful overview of anything exactly where you want it. 2. The support staff cleared up my 'How the hell do you get started/get this to work/input this data' issues faster than any other company to date. 3. It's actually intuitive, making adjustments, where's the button for this? Where's the menu for that? It's all there it seems, easy to find, easy to change, easy to set in stone.

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

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

So Thorough

Feb 24, 2015
5/5
Overall

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

Pros: thorough, support tickets, invoicing

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

WORK[etc] does everything, etc.

Feb 19, 2015
5/5
Overall

Comments: 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).

WORK[etc] does everything, etc.

Feb 19, 2015
5/5
Overall

Comments: 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).

Good choice

Sep 04, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I've used WORKetc for about two years and I can only say that the support they give is marvellous . They're open to new features and now I have a fully customized CRM/PM/Invoicing software for my company.

All in one CRM

Jul 19, 2014
5/5
Overall

Comments: I've been using Work ETC for years, and it has a lot of functionality all in one, since begining of the sale to the customer service. When I learn to use a new feature of Work ETC my productivity increses.

Pros: Available from anywhere with a internet conection, a phone, tablet or laptop You can link all the actions and people involved in the transactions made in Work ETC Can sync the calendar with Google Calendar

Cons: You can not use it offline

IT Business

Jul 18, 2014
5/5
Overall

Comments: We use WORKETC on a daily basis to pretty much run our business. I am a junior engineer for a IT consulting business out of Dallas Texas. We have multiple clients from small business to corporate businesses. The all in one capabilities are what make this software a must have for almost any business. You are able to track time input for all employees and customize your clienteles information to suit your needs. Our clients are able to submit various forms of ticket requests. They can visit a customer portal, shoot an email or even call you. You can create the ticket for them. You can create documentation for every contact and store your own business documentation and training paperwork. The best part is your able to do all of this real time and its fast. No hassle in retrieving old cases and managing cases in your own personal mailbox. Not to mention I contact customers via email with my own personalized logo right from the CRM software. Time entry is precise and very detailed with many customized fields. I've looked and there is no software quite like this. We get a service call, log a ticket, and create timestamps. For any business owner the investment you make is worth it. It pays for itself times ten and much more if you would like. None of those nasty errors with out of date databases requiring time and strenuous updates. You want productivity, this is it.

Pros: Release 2 LLC Our business is fast paced. This software can hang! Keep your productivity on par. The sky is the limit. All in one solution. Bill your clients. Easy to use and short learning curve. Simple layout. Time management made easy.

CRM? or life saver?

Jul 18, 2014
5/5
Overall

Comments: As a business development and technology company, we were looking for something awesome that would help us track expenses specifically to a job, manage projects no matter the size, and help us stay organized, while billing appropriately, too. Work[etc] did all of that, and more, for us. It¿s a very comprehensive and in-depth CRM and business saving software that tracks your subscriptions, gives financial overviews, and tracks a myriad of other data. We own several restaurants and do the bookkeeping for several more on top of the business development and technology side of our company, so the accounting features in Work[etc] aren¿t quite for what we do, even on the technology stuff. But, Work[etc] was never really meant to be an accounting software, either! It integrates pretty well with Quickbooks Online, however, and what doesn¿t integrate, takes me mere minutes to enter and track. The relationship between the two has definitely revolutionized the way we track our financial data, and has significantly cut down on the time we spend working. One of the best features of Work[etc], in my opinion, is it¿s ability to send emails, track attachments and time sheets, and remind you of tasks that need to be done! It has, quite literally, saved us a ton of money when we thought we had lost client release forms or information. This feature, in itself, is worth the cost. Work[etc] is both a CRM and a lifesaver.

Pros: Tracking, Billing, Managing Products and Projects

Cons: Inability to bill projects in stages.

Very Good Web Based Program!

Jul 16, 2014
5/5
Overall

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

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

Cons: No Shipping section or inventory.

WorkEtc helps us to get on with our business, etc.

Jul 14, 2014
5/5
Overall

Comments: We have been using WorkEtc in our Web Development business and it's definitely improved our processes. We use WE through the entire development lifecycle and it has proved to be invaluable for devs, support and sales. We also use it to store timesheets and documents, etc. The CRM is intuitive and we would recommend it to many tech businesses like ours.

Pros: Intuitive. Flexible and Powerful.

Cons: Some of the functionality is a little fiddly but WorkEtc seem to be improving this daily.

Worketc-Great User Interface

Jul 01, 2014
4/5
Overall

Comments: Worketc is easy to use, easy to integrate and I love the UI experience.

WorkEtc All-In-One CRM

Jun 24, 2014
5/5
Overall

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

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

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

I use this online tool to manage projects

Jun 06, 2014
5/5
Overall

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

Pros: Flexibility and cost

Brings Everyone On The Team Together

Jun 02, 2014
5/5
Overall

Comments: Before using Work[etc.] our teams were scattered in various SaaS options, which prevented transparency and caused disconnect between employees. We have been live on Work[etc.] for a little over 2 months now, and have made tremendous progress. At first it may seem overwhelming with the complexity and options it provides, but our staff has quickly gotten used to using Work[etc.]

Love it!

Jan 19, 2014
5/5
Overall

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

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

Cons: UI is a little dated Pricing is a bit steep

WORK[etc] Works For Us

Jan 06, 2014
5/5
Overall

Comments: We have been using WORK[etc] for a few months now, and it simply blows away any competition. We used some other products before, but they are nowhere near as versatile or feature filled.

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

Cons: So many features that sometimes you can get lost.

It Just Works

Jan 03, 2014
4/5
Overall

Comments: It does everything we need it to do plus more. We haven't utilized all the tools yet at our disposal and we gradually grow into this. 4 months in however and our communication both internally and with our customers has never been better and more fluid. Efficiency is the word!

Pros: Everything we need to know is at our finger tips. No more searching in 3 or 4 different applications to find different pieces of information.

Cons: The projects modules needs to be able to distinguish between a workday and a weekend/holiday.

Undeniably the best

Dec 11, 2013
5/5
Overall

Comments: I have seen many different CRM tools. They all have fancy features that are supposed to help manage your day to day operations, but the fact is, there are no applications that have the complete package like WORK[etc].

Pros: Client Information Tracking Support Desk Email Integration Web Based iPhone App Desktop App Document Storage Knowledgebase/Blog

Great tool for communicating and capturing information!

Dec 06, 2013
4/5
Overall

Comments: So far we have really enjoyed the experience we've had with Work[etc]. There are still a few kinks that are being worked out, but that comes with any new product. It's been worth the change though! It has brought our office together and has helped us keep track of communication for all of our clients and projects. It's wonderful to have one system to go to for our internal and external communication! We have been utilizing it to keep track of leads, work through our engagements and we have our in-office shout out program built into the program as well! Can't wait to see what new updates they come up with to continue improving this fantastic product. (We consult firms in the CPA profession).

Pros: Great tool for capturing internal and external communication on clients, leads and projects.

Cons: There have been a few glitches they are still working through. Also, trying to figure out how to make the system completely work for our company has been a challenge, but we're working through it.

Communicate Better!

Dec 06, 2013
5/5
Overall

Comments: We do fire and water restoration and construction. In our industry communication and documentation of that communication is imperative. WorkEtc allows us to both effortlessly and has greatly improved our customer service!

Pros: Ease of use!

Cons: Would like to be able to customize a few more items.

Best CRM and all in one solution

Dec 06, 2013
5/5
Overall

Comments: We use Work Etc for our CRM, project management, time tracking, billing and customer login - when I have a problem, they respond right away and believe it or not - they actually correct the problem! I'm serious here, we had an issue with using paypal to process payments - it was very important to our business that it be corrected imediately - their cusomter support got right on it and within a day they had adjusted the coding and correct the issue. If you're tired of sitting on the phone with companies like intuit who have no interest in making your pain go away - make the switch to Work Etc. you will not regret it. Also Xero integration works great!

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

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

Changed our world

Dec 06, 2013
5/5
Overall

Comments: Straight up, when I first looked at WORK[etc] over two years ago I wondered if it would be a worthwhile investment compared to the four free (but completely separate apps) I was using at the time. Looking back it was, without a doubt, the best decision ever made. Bringing everything into an intuitive central system with excellent integration into other fantastic apps such as Xero and Evernote has made managing multiple clients and projects at once a breeze.

Pros: Great support when (if) needed from people who understand business, not just the software.

Cons: Encourages multitasking... but I'm a bloke :-(

The best and only management tool to use!

Dec 06, 2013
5/5
Overall

Comments: WorkETC is a great tool! It helps with project management, and the things you can do to manage your projects are excellent. It's helped with keeping up with leads, invoicing and account management. The team is great, and are always improving. I've been with them since they pretty much started and the support has been just wonderful.

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

Best CRM System out there

Dec 04, 2013
5/5
Overall

Comments: Work[etc] has been the best change our company has ever made! We love the efficiency of the system, the ease of use, and the ability to manage all our client data in one place making us more effective and helping us maximize our profit!

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

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

the tools that brought our growth

Dec 02, 2013
5/5
Overall

Comments: We are a french communication agency and we use WORKetc since one year. During this year we have doubled in size. With WORKetc we could empower our project managers on monitoring and billing of their projects. We use forms to our website. 3-4 leads are automatically reassembled each week ! The mobile version and syncho gmail is perfect for sharing and managing our agendas. For our industry, WORKetc is more than CRM is an ERP!

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

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

WorkETC is it!

Nov 29, 2013
5/5
Overall

Comments: Previously we used a number of cloud based systems and WorkETC has brought them all together in a functional and easy to operate environment. Excellent search functionality underpins most of the activity and the fact that its accessible from a multitude of devices is really excellent!

Pros: Easy to use. Great search functionality Cloud based Integrates well with Gmail and websites Effective for management and reporting

Cons: No integration to Freshbooks

I've been using it for 3 years and It's amazing

Nov 29, 2013
5/5
Overall

Comments: We use this tool as a CRM, ERP, Billing, Projects, Tasks, Scheduler, Web client interaction and soon as a Customer Portal... So what should I ask more! it's jus amazing how many things I do with it!! and all linked with my gmail account, As business manager I strongly recomend it. If some one is having trouble with customer support is probably because hi isn't really the kid of guy to use such and advanced tool like Work ETC

Pros: Excellent integration

Cons: It's not set up in five minutes.... it takes a couple of weeks to have everything ready to run a company with it

Completely integrated

Nov 24, 2013
4/5
Overall

Comments: This System is completely integrated, earned me an additional 50k which usually would have been unbilled.

Pros: Everything that you need

Cons: my wants are not there YET, btu seems to be coming shortly.

Consistent Consultancy

Nov 24, 2013
5/5
Overall

Comments: I've been using WORKetc for four years now and have watched it's continued evolution into what I now consider to be a critical tool for running my business consultancy business. WORKetc doesn;t just manage my customer relationships, it ensures that I can run multiple projects, provide customers with support, share work and communicate across teams, track sales leads, manage my finances and get more sleep too!

Pros: - Has all the tools I need to run a business providing multiple products and services. - Easy to understand interface - Excellent support from the WORKetc team - Great API integrations - Affordable (Ssh don't tell them)

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

Was Our Choice After Trying Out Dozens of CRM Solutions

Nov 13, 2013
5/5
Overall

Comments: Work etc. allows us to organize all our clients and vendors in one area. More importantly, it provides a one-stop portal to manage projects, quotes, invoices, expenses and interactions with those clients and vendors.

Pros: Highly Customizable Everything A Company Needs in One Place Easy to Use Interface Nice Aesthetics Integration with other programs

Cons: The roadmap for future features could not come fast enough! These guys are fantastic!

Worketc Cloud Management

Nov 12, 2013
5/5
Overall

Comments: "working in the financial sector, contact details and social media content is not always readily available. Trying to locate a direct contact or even more important an indirect contact who is a decision maker is key to our up front marketing. Once we have the introduction and develop the relationship, staying in contact is vital given the movement from institution to institution that can take place. For us, the ability to find a contact or stay in contact no matter where they are working at a point in time is key and vital to our long term growth and success. In addition, having access to enhanced CRM tools is something that might make us stand out from our competition."

Pros: Ease of use Cloud Based

Cons: Moves a little slow at times No global employee management tool

Flexible CRM + Billing

Nov 11, 2013
4/5
Overall

Comments: The software is really flexible which makes it easy for almost every business to use WORK[etc]. For us WORK[etc] made is possible to follow the conversations with each customer through mail. Although that it is flexible may also be a problem for some of the business.

Pros: flexible Easy to use various

Cons: flexible may be hard to set up

Highly Recommended

Nov 07, 2013
5/5
Overall

Comments: As a Marketing Consultant I have to evaluate and implement a variety of CRM systems for customers and superiors. Worketc. is one of my preferred choices and I highly do recommend it for most small businesses.

Pros: - Very comprehensive and intuitive. - Support is the best I have found. Fast and personalized. - great mobile applications

Expected More, Received Less!

Feb 22, 2013
2/5
Overall

Comments: 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.

Vendor Response

by WORKetc on August 08, 2013

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.

It's the Mutt's Nuts

Oct 10, 2012
5/5
Overall

Comments: I tried about 20 systems before settling with WORK[etc] - by far the best business decision I ever made. Excellent multi-purpose system and utterly awesome support whenever I needed any help along the way. It was also obvious that the Support Team not only now the sysetm, but they know Business Management too - turns out most of them also run or have run their own businesses.

Say goodbye to running your business from Excel or Outlook

Nov 08, 2010
5/5
Overall

Comments: Say goodbye to single purpose web software. Say goodbye to running your business from Excel or Outlook. WORKetc combines all the business software you need into a single, access anywhere, web intranet. Critical business process tools such as time tracking, billing, project management, online calendars, shared documents and help desk software have now been integrated into a single, easy-to-use web 2.0 application.

Good option if integrating various apps is your main pain point

Nov 08, 2010
5/5
Overall

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

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

Apr 30, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely