--- description: Review of WORKetc Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: WORKetc | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [iPad CRM Software](/directory/433/ipad/software) > [WORKetc](/software/8483/worketc) # WORKetc Canonical: https://www.softwareadvice.ie/software/8483/worketc Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/8483/worketc?page=2) > WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of companies of all sizes. WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information manually, or automatically via Web forms and email. Support cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from Google Workspace or Outlook. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks Online and Xero. This platform allows your team to work from anywhere, centralizing team and customer collaboration, and bringing remote teams together. It offers mobile access via iOS and Android apps, enabling you to manage your business at work, at home, or on the road. With WORKetc, you can say goodbye to painful integrations and multiple costly web apps, and say hello to increased productivity and efficiency. > > Verdict: Rated **4.6/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 85 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: WORKetc - **Location**: Sydney, Australia - **Founded**: 2009 ## Commercial Context - **Starting Price**: US$78.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: 14-day Free Trial - No Credit Card Required Starter: $78/month for up to 2 users. Team: $195/month for 3 users; additional users $49/month. Foundations: $395/month for 3 users; additional users $59/month. - **Target Audience**: 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hindi, Hungarian, Italian, Japanese, Korean, Lithuanian, Norwegian, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Traditional Chinese, Vietnamese - **Available Countries**: Australia, Canada, China, Denmark, Finland, France, Germany, Greece, India, Ireland, Italy, Japan, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Puerto Rico, Romania and 6 more ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Escalation - Alerts/Notifications - Assignment Management - Billing & Invoicing - Budget Management - CRM - Calendar Sync - Campaign Management - Client Management - Client Portal - Collaboration Tools - Commenting/Notes - Configurable Workflow - Contact Database ## Integrations (9 total) - Box - Dropbox Business - Evernote Teams - Google Calendar - Google Drive - Google Workspace - Microsoft Outlook - QuickBooks Online - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) ## Related Categories - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.ie/directory/434/contact-management/software) - [CRM Apps](https://www.softwareadvice.ie/directory/1491/mobile-crm/software) - [Mortgage CRM Software](https://www.softwareadvice.ie/directory/345/mortgage-crm/software) - [IT Ticketing Systems](https://www.softwareadvice.ie/directory/1630/it-ticketing/software) ## Alternatives 1. 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We've been able to partially automate some business processes, including support cases, projects, tasks, and invoicing. > > **Cons**: We've been disappointed with the 'clunkiness' and time consuming way of tracking time for projects and generating invoices. We use another solution to track project time (which doesn't have invoicing capabilities) and enter the time into the invoice manually. For some reason the workflow for WorkEtc is not as efficient as the other solution. Their customer support team is very efficient however it feels as if product development is slow and often behind schedule. (Sign up because you like the features they have, not the features they are promising.) > > We've been using WorkEtc now for 2 years. Before WorkEtc we ran Daylite as our central CRM but when I (the boss) needed to spend considerable time out of the office we needed a solution that was quick and efficient via the internet. We looked at a number of different solutions but chose WorkEtc as it was more than just a CRM. One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease. ----- ### "A good cloud base CRM for project management" — 5.0/5 > **Sam** | *11 December 2017* | Consumer Services | Recommendation rating: 8.0/10 > > **Pros**: Ease of use, and ability to update records within a given project. Also the fact that I can access the CRM through my smart phone. It's also beneficial to have my leads in one place and too track them as well. > > **Cons**: There is a opportunity to add a automation process. For instance, if I want an automatic email to be delivered once a certain milestone is met, it would be nice for the system to send it, based on a process that I setup ahead of time. > > Ease of use, one place for almost all of my data, financial, operations, leads, etc. I really liked the fact of being able to log in from any computer and update projects. ----- ### "Not my favorite CRM" — 3.0/5 > **Gavriella** | *25 October 2018* | Apparel & Fashion | Recommendation rating: 7.0/10 > > **Pros**: It was fairly intuitive to figure out how to enter data. It was also really customizable which was necessary for us. > > **Cons**: It didn’t integrate well with our email, which is kind of the whole point. ----- ### "WORK\[etc\] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses." — 4.0/5 > **Colin** | *21 April 2016* | Computer Software > > **Pros**: -Solid project management. -Great support system. -Awesome support staff who is always there to help. They will truly get to know your business. > > **Cons**: -Missing small features here or there that aren't make or break. -Has no resource allocation, which is huge for project managers. > > WORK\[etc\] is a great app for tracking lots of detail about lots of customers, with a few specific weaknesses. The detail tracked by WORK\[etc\] in terms of support is outstanding, with a DETAILED audit trail being the one key missing feature. Project management is solid, although the GANTT chart could use a few more features, in my opinion. That said, it works very well. Sub-projects are a great feature under project management as well. Time sheets are easy to use. Wish recurring invoices could automatically become billable, but not the end of the world. The package is great for getting everyone on one system. Not necessarily best of breed across the board, but gets everyone in the company on the same page. ----- ### "Great CRM, Highly Respected" — 5.0/5 > **Jaymes** | *18 February 2017* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: ​Timesheets, support tickets, customer contact management, project management, customer portal and creating surveys ​ > > **Cons**: Pricing options, original mobile app environment felt crowded > > ​ I love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. If I ever branch off and start my own company I'm definitely going to make sure I have this service. ​We use it heavily in the support department because of the support ticket feature. The product development department uses it to meet project deadlines. Overall it keeps us all on track so that no two people are doing the same job, and lets us know where others are at on their work. ​ ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/8483/worketc?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/8483/worketc) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data