WORKetc

4.0 (2 Reviews)|Write a Review|Claimed profile
United States HQFounded 2016

Deployment

Best for

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Overview

About 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 eliminates the need for multiple costly web apps and painful integrations. It offers a centralized hub for teams to collaborate, sell, deliver, and support customers. WORKetc is there every step of the way -- from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow-up sale.

With native iOS and Android apps, your data is available from your office and out on the road.

At a glance

Software information

Industries served, licensing and the support WORKetc provides.

Industries

  • Accounting
  • Civic-social-organization
  • Computer-network-security
  • Computer-software
  • Consumer-services
  • Design

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Email
  • Phone
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time08:00 to 20:00 (EST)

Training

  • Webinar
  • Documentation

Knowledge Base

  • Help Guide
  • Video
  • Blog
Languages (27)
AfrikaansChineseCzechDanishDutchEnglishFinnishFrenchGermanGreekHindiHungarianItalianJapaneseKoreanLithuanianNorwegianPolishPortugueseRomanianRussianSinhalaSpanishSwedishTamilVietnameseWelsh

Review analytics

What customers report

4.0
Based on 2 verified reviews
Ease of use4.5
Features & functionality4.5
Customer support5.0
Value for money5.0
Integrations5.0

What users like the most

  • fast application and really easy to set up new projects.

What users like the least

  • We deceded to use new software that have more integrations.

What users say

Review Analytics of WORKetc

Every review is verified through Goodfirms before it's published.

4.02 Verified Reviews
Ease of use4.5
Features & functionality4.5
Customer support5.0
Value for money5.0
Integrations5.0
Review Summary
Drawn from 2 verified reviews
fast application and really easy to set up new projects.
Detailed Reviews of WORKetc
Sort ByWrite a Review
Tom Gorski, CEO at InboundWay Verified Review
Posted on Oct 9, 2023

“It was good solution for helping our online loan UnitedFinances project management”

Overall rating4.0
Ease of use5.0
Features & functionality4.0
Customer support5.0
Value for money5.0
Integrations5.0

We were using this program across UnitedFinances organization. This allows all of our projects to be in on place that is easily accessible to everyone dealing with the same client or region. My favorite part of the program is the retention projects. They allow us to show our worth to our clients and in turn give them a better understanding of the work we provide. It helped our clients get fast solutions when they feel that they need money right now today.

Owen Wilcox, CEO at USInstallmentLoansVerified Review
Posted on Jun 9, 2022

“It has made work easy by enabling collaboration across all departments”

Overall rating4.0
Ease of use4.0
Features & functionality5.0
Customer support5.0
Value for money5.0
Integrations5.0

We USInstallmentLoans have been using WORKetc. It has been the project management software of choice at our company since the beginning of the year. That’s because it’s an all-in-one solution integrating CRM, project management, and a collaboration platform, thus eliminating the need to purchase individual tools or add integrations. Our only concern with this project management software is that it has so many features that may be confusing and untraceable in the beginning. We use the software daily.

Capabilities

WORKetc features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Email Integration
  • File Management
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation

Project Management Software

  • Alerts/Notifications
  • Collaboration
  • Document Management
  • Dashboard
  • Project Tracking
  • Project Planning
  • Reporting and Forecasting
  • Task Management
  • Workflow Management

Billing and Invoicing Software

  • Billing Portal
  • Customizable Invoices
  • Mobile Payments
  • Online Invoicing
  • Online Payments
  • Project Billing
  • Tax Calculator

Task Management Software

  • Collaboration Tool
  • Portfolio Management
  • Project Budgeting
  • Project Planning
  • Project Scheduling
  • Reporting
  • Resource Management
  • Task Management
  • Time Tracking

Business Management Software

  • Accounting
  • Budgeting & Forecasting
  • Customer Management
  • Document Management
  • Financial Management
  • Marketing Management
  • Project Management
  • Sales Management
  • Scheduling
  • Time Tracking
  • Vendor Management
  • Workforce Management

Plans

WORKetc pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days
Starter Plan includes 2 users, with a max of 2 users. $78/month. Team Plan includes 3 users for $195/month. Additional users for $49/month per user. Foundations plan includes 3 users for $395/month. Additional users for $59/month per user.
Starter Plan$78 / month
  • CRM
  • Project Management
  • Sales Management
  • Billing
  • Helpdesk
  • Integrations with Google, Outlook, Evernote, Box.com, Dropbox, Quickbooks Online, Xero
Team Plan$195 / month
  • All items from the Starter plan, plus:
  • Email Marketing
  • Customer Portal
Foundations Plan$395 / month
  • Contractor Portal
  • Contractor Timesheets

Works with

Integrations

WORKetc connects with the tools your team already uses.

Media

Screenshots & video