Last Updated
Overview
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!
Overall Rating
Based on 40 users reviews
4.5
Rating Distribution
Positive
90%
Neutral
10%
Negative
0%
Starting Price
$78
/month
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
CRM And Sales
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.
Project Management
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.
Invoicing And Billing
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.
Help Desk
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.
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 Reviews
Total 40 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars63%
4
Stars28%
3
Stars10%
2
Stars0%
1
Stars0%
Share your experience
Apparel & Fashion, 11-50 employees
Less than a year
“Not my favorite CRM”
Pros
I found this software quite easy to understand like how to input data. It was also highly customizable, which was essential for our needs.
Cons
The email integration was not in a way I expected. As it is the main reason I switched to this software. It should improve.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Not Specified, 500+ employees
Less than 6 months
“Just alright”
Pros
It fulfills the primary functions of any CRM as it keeps track of contacts, companies and sales.
Cons
During the time I use this, it had poor email service integration and numerous bugs. Moreover, customization was not good.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
6
Functionality
8
Not Specified, N/A employees
More than a year
“Fully integrated CRM package for all facets of our business from Leads through to Service delivery”
Pros
We can track leads all the way through to sales and even automate support ticketing when emails are sent to our Service inbox. We have created work groups for different teams in our organization and use the built-in discussion feature in WORKetc to keep everyone informed about what is happening. The timesheets, which can be allocated to various activities, have been a game-changer for us. We can now accurately report billable hours and effectively cost our maintenance packages.
Cons
Initially, there was a slight delay in data entry due to the servers being located overseas. However, after the implementation of country specific servers, we haven't encountered any issues at all!
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What other apps does WORKetc integrate with?
It can integrate with G Suite, Xero, Microsoft Outlook, Box, QuickBooks Online, and Evernote.
What types of pricing plans does WORKetc offer?
The cost of WORKetc is divided into four plans: Starter ($78/month for up to 2 users), Team ($195/month for three users), Foundations ($395/month for three users), and custom Enterprise plans.
What languages does WORKetc support?
It supports English, French, Korean, Spanish, Polish, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, Finnish, German, Greek, Hindi, Hungarian, Japanese, Lithuanian, Norwegian (Bokmal), Portuguese, Romanian, Russian, Swedish, Italian, and Vietnamese.
Does WORKetc offer an API?
Yes, WORKetc business management software offers an API.
What level of support does WORKetc offer?
Support options include email, FAQs, phone, and a knowledge base.
Does WORKetc support mobile devices?
It is compatible with Android and iOS devices.
Who are the typical users of WORKetc?
WORKetc benefits small- to medium-sized in advertising, accounting, real estate, and many other industries and sectors.