softwareWORKetc
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WORKetc 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!
WORKetc Specifications
Time Tracking
Task Management
Reporting
Budget Management
What Is WORKetc?
Overview
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.
What Is WORKetc Best For?
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.
WORKetc Pricing
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.
WORKetc Integrations
The software intergates with several third-party applications to improve business workflows, including:
- G Suite
- Microsoft Outlook
- Xero
- QuickBooks Online
- Evernote
- Box
How Does WORKetc Work?
Follow these basic steps to start using the WORKetc project management software to streamline operations:
- Log in and explore the dashboard
- Send one-click invitations to your team members to join the platform
- Start using various features like 'CRM & Sales', 'Projects & Tasks', 'Invoicing & Quotes', 'Customer Support', etc.
- Integrate the platform with other apps like G Suite, Xero, QuickBooks, Evernote, Outlook, and Box
- Use the mobile apps for Android and iPhone to manage your business on the go
- Analyze your business performance using the reporting and analysis feature
Who Is WORKetc For?
WORKetc is suitable for SMBs across multiple industries and sectors, including:
- Marketing and advertising
- Consumer services
- Apparel and fashion
- Information technology
- Financial services
- Management consulting
Is WORKetc Right For You?
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.
WORKetc Features
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.
Create 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.
WORKetc 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.
The 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 and Cons of WORKetc
Pros
- Online CRM, project management, and more in one cloud-computing platform
- Users can assign support tickets or create a sales lead without leaving the inbox
- Multiple project views are available
- Full business management
Cons
- Not ideal for large businesses
- Product development can be expedited, according to some WORKetc software reviews
WORKetc Pricing
Starter
2 Users Maximum
View Price
What's Included
2,000 Contacts
3GB Storage
Team
3 users included
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What's Included
10,000 Contacts
15GB Storage
PLUS
Social Media
Email Marketing
Customer Portal
Accounting Integrations
Reporting
Foundations
3 users included
View Price
What's Included
Everything in Team and:
20,000 Contacts
50GB Storage
Contractor Portal
Deep Reporting
WORKetc Reviews
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