# WORKetc Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about WORKetc Software - reviews, pricing plans, popular comparisons to other Project Management products and more.

Source: https://www.capterra.com/p/118331/WORKetc/alternatives

---

# 

 WORKetc Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

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

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 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting Price

$78

Flat Rate, Per Month

Starting Price

$61

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 (951)

Value For Money

4.6 (31)

Value For Money

4.2 (774)

Customer Service

4.9 (44)

Customer Service

4.0 (746)

## WORKetc alternatives

[4.2 (1,291)](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 (5,720)](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

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (678)](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

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Assign issues and tasks based on availability or required skills

Create, manage, and send invoices or bills to customers

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Synchronize with other calendars to view mutual availability and schedules

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Configure existing workflows to meet your organization's needs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Forecast of the expenses necessary for project completion

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize data fields to support various needs and use cases

Invoices that can be tailored according to company's branding, payment terms and personalized information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Graphical representation of data

Specify or track the date/time a project, task, etc., is due for completion

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Track employee schedules, availability, and performance across projects and tasks

Predefined actions automatically performed on the occurance of specific events

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Plan, manage, and track the financial activities of an individual or organization

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Managing service requests, incidents, IT issues & support with a ticketing system

Business model that charges based on the amount of time spent on an hourly basis

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Create invoices from scratch or have recurring invoices

Store and view prior invoices for each account/client

Identify and respond to unexpected problems or failures (ie. "negative events")

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Monitor task progress and planned accomplishments to better manage project status

Access software remotely via mobile devices

Access the system via a mobile application

Manage and handle various international currencies

Ability to handle several projects simultaneously

Track all opportunities for potential sales and convert them into recurring revenue

Level of completion within a task

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Present a catalog of inventory that customers can view

Reporting on how each user, task or process has advanced since its initiation

Business model that bills clients an amount based on the project/task/job performed

Plan and coordinate all the resources, costs and time needed to execute assignments

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Pre-designed project plans that can be customized

Measure time to completion or hours worked for projects

Estimate or forecast of a future scenario based on the study of present trends

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Generate quotes or estimates for customers

Receive data and information in real time

Receive system updates as soon as any changes are made

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Reports specific to sales analysis for trends and strategies

Plan availability and assign specific time slots for tasks and resources

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Share contacts with other applications like Gmail and CRM

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track the status over time for a request, process, asset, or transaction

Track the status of support tickets/escalations as they move through the service queue

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Track employee/learner's progression through training programs

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

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 Business](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.

AU

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.

[View all Reviews](https://www.capterra.com/p/118331/WORKetc/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)