40 Review(s)
softwareWORKetc offers a complete cloud-based solution to manage all aspects of customer relationships from one integrated platform. Sales, projects, billing, support, and more are seamlessly tied together. Enabling end-to-end management of the customer lifecycle, WORKetc helps businesses maximize revenue and stay in control of their operations. Get started today!
Time Tracking
Task Management
Reporting
Budget Management
WORKetc is a cloud-based business management software. It helps small- and medium-sized businesses (SMBs) streamline operations and increase productivity. The platform combines customer relationship management (CRM), project management, billing, and marketing management modules into a single integrated platform.
The software is known for managing the entire business operations in a single cloud-computing platform. Mainly a small-business software, it provides integrated CRM, projects, billing, help desk, sales, and reporting.
The vendor provides four primary plans:
A 14-day free trial, including all core features, is also available.
Disclaimer: The pricing is subject to change.
The software intergates with several third-party applications to improve business workflows, including:
Follow these basic steps to start using the WORKetc project management software to streamline operations:
WORKetc is suitable for SMBs across multiple industries and sectors, including:
WORKetc aims to provide a complete all-in-one platform for managing all customer relationship aspects from a single system. If you require various tools to function and find managing multiple subscriptions and integrations cumbersome, WORKetc could be the solution.
We recommend reading WORKetc reviews to see how existing customers benefit from the software. Contact Software Finder at (661) 384-7070 for more information.
In addition to providing integrated CRM software tools, WORKetc lets you capture sales leads from web forms, mobile devices, email, and more. It provides the ability to assign and track leads through customized sales processes. The software also helps monitor and report on the sales pipeline.
See How It WorksCreate complex projects with triggers and dependencies. The software allows viewing projects as a Gantt chart, project tree, or timeline. Comprehensive project templates are also available. Users can update projects by recording timesheets, uploading documents, creating support cases, and adding expenses.
See How It WorksWORKetc enables companies to automatically capture and invoice all revenue activities from sales, projects, support, etc. Users can create product catalogs and recurring invoices easily. Complex tax and discounting rules can also be handled within the software. By integrating billing with the rest of the solution, WORKetc ensures businesses maximize revenue by accurately invoicing every billable item and collecting payment on time.
See How It WorksThe entire customer activity history can be viewed on a single screen. Issues can be assigned and progress tracked via web, mobile, and email. Meanwhile, custom fields allow the capturing of specific customer information.
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Pros
Cons
2 Users Maximum
View Price
What's Included
2,000 Contacts
3GB Storage
3 users included
View Price
What's Included
10,000 Contacts
15GB Storage
PLUS
Social Media
Email Marketing
Customer Portal
Accounting Integrations
Reporting
3 users included
View Price
What's Included
Everything in Team and:
20,000 Contacts
50GB Storage
Contractor Portal
Deep Reporting
Overall Rating
40 Review(s)
Rating Distribution
5
(25)
4
(11)
3
(4)
2
1
Share your experience
Overall Rating
40 Review(s)
Rating Distribution
5
(25)
4
(11)
3
(4)
2
1
Share your experience
