# Page 3 | WORKetc Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is WORKetc the right Project Management solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice.

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

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WORKetc

4.6 (85)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 3 - Reviews of WORKetc

## Showing most helpful reviews

Showing 51-75 of 85 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Thomas L.  
Account & Marketing Manager  
Hospital & Health Care  
Used the software for:

### "Brings Everyone On The Team Together"

June 2, 2014

5.0

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\[etc.\]

Review Source

CW

Claude W.  
Business Development Manager  
Information Services  
Used the software for: Less than 6 months

### "A myriad of CRM opportunities "

July 29, 2015

3.0

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.

Review Source

D

Deanna  
  
  
Used the software for:

### "Great tool for communicating and capturing information!"

December 6, 2013

4.0

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.

Review Source

MM

Mark M.  
  
  
Used the software for: Less than 6 months

### "WorkETC"

June 24, 2015

4.0

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.

Review Source

PL

Pierre-Yves LOAEC  
  
  
Used the software for:

### "the tools that brought our growth"

December 2, 2013

5.0

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

Review Source

Runy C.  
  
E-Learning  
Used the software for:

### "I use this online tool to manage projects"

June 6, 2014

5.0

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

Review Source

WM

William M.  
Director of Marketing  
Management Consulting  
Used the software for: 1-2 years

### "WORKetc Handles CRM and More"

May 5, 2015

5.0

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.

Review Source

KO

Kirk O'Connor  
  
  
Used the software for:

### "Worketc continues to change our business"

March 27, 2015

5.0

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.

Review Source

M

Michael  
  
  
Used the software for:

### "It Just Works"

January 3, 2014

4.0

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.

Review Source

JB

John Belchamber  
  
  
Used the software for:

### "Consistent Consultancy"

November 24, 2013

5.0

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.

Review Source

Peter C.  
SNA  
  
Used the software for: Less than 6 months

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

August 30, 2017

4.0

Pros

It can be effectively used for operations such as billing, project management, Helpdesk and Support

Review Source

SM

Stephen Mark  
  
  
Used the software for:

### "Changed our world"

December 6, 2013

5.0

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 :-(

Review Source

A

Artur  
  
  
Used the software for:

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

November 29, 2013

5.0

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

Review Source

t

tino  
  
  
Used the software for:

### "Work\[etc\] uphill baby steps"

March 3, 2015

3.0

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?

Review Source

DM

David McGarry  
  
  
Used the software for:

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

July 14, 2014

5.0

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.

Review Source

Z

ZSun-Kap  
  
  
Used the software for:

### "WorkETC works!"

March 18, 2015

4.0

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.

Review Source

MR

Mike Ramirez  
  
  
Used the software for:

### "Was Our Choice After Trying Out Dozens of CRM Solutions"

November 13, 2013

5.0

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!

Review Source

S

StanZ  
  
  
Used the software for:

### "WorkETC is it!"

November 29, 2013

5.0

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

Review Source

D

Diana  
  
  
Used the software for:

### "Work Etc in Accounting"

March 10, 2015

5.0

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!!

Review Source

CL

Cyntia L.  
  
International Trade and Development  
Used the software for: I used a free trial

### "Worketc"

January 6, 2016

5.0

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

Review Source

CL

Cyntia L.  
Business Development  
  
Used the software for:

### "Awesome software"

January 7, 2016

5.0

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\[etc\].

Review Source

JH

Jonathan Hickman  
  
  
Used the software for:

### "WORK\[etc\] Works For Us"

January 6, 2014

5.0

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.

Review Source

T-

Terri -.  
  
  
Used the software for:

### "Say goodbye to running your business from Excel or Outlook"

November 8, 2010

5.0

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.

Review Source

SK

Steven K.  
Customer Support  
Professional Training & Coaching  
Used the software for:

### "Very Good Web Based Program!"

July 16, 2014

5.0

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.

Review Source

CK

Corky K.  
Founder, Partner, CEO, CIO, CTO  
  
Used the software for:

### "Working, etcetera with Work\[ETC\]"

May 19, 2016

4.0

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...)

Review Source

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