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WORK[etc] CRM Review

WORK[etc] CRM
Our score: 8.8 User satisfaction: N/A

What is WORK[etc] CRM?

Work[etc] CRM is not just a CRM solution. It is a total business management solution, an all-in-one platform for businesses that includes CRM, billing, help desk, project management, customer portal, social media and more.

Manage a lead, deliver the project, issue a quote, ship the product, bill the customer, and completely solve issues all from an integrated cloud-computing platform.

WORK[etc] combines the best elements of CRM, Billing, and Project Management to make operating a small business easier.

Keeping information flowing between managers, contractors, employees, and customers is important to business efficiency. This business management solution makes it easier for you to structure, integrate as well as automate the myriad business tasks that go into each day.

Overview of WORK[etc] CRM Benefits

Work[etc] CRM benefits are mentioned below:

WORK[etc] is behind the success of about 1200 fast-growing businesses and organizations across 14 countries with its powerful small business software.

With integrated CRM, billing, help desk, projects, reporting and collaboration, this business management platform is a single, efficient cloud computing platform. What does this mean? It means you just need one software solution to run your entire business.

One place for your entire team to collaborate. One single place to sell, support, and deliver to customers. In short, one system for everything. Stop wasting your precious time trying to run your business with various software and web tools. Become more efficient instantly when you switch to WORK[etc]’s integrated Web CRM, Billing, and Projects platform.

With WORK[etc]’s cloud based mobile and web apps, you can operate your business at work, on the road, or at home.

So you can say goodbye to those painful integrations and millions of costly web apps.  Say your warm hello to the big-time efficiency and productivity when you run your business on WORK[etc].

It is simple and scalable. In fact, you can easily tailor the solution to the varying requirements of the operations in your business—from dealing with customers, to tracking sales, invoicing, planning projects, running work time sheets, and sharing documents.

Overview of WORK[etc] CRM Features

  • Project Management with client access, among others
  • Custom Fields viewable on sales, projects, and support cases
  • Helpdesk with support tickets
  • Gmail and Outlook Plugins
  • CRM with customer account history, reminders, contact tagging, and more
  • Billing featuring multi-currency, subscription, and catalog
  • Documents, Blogs, and Reporting
  • iPhone, mobile and Android Support
  • For five to 100 employees

WORK[etc] CRM Position In Our Categories

Bearing in mind businesses have particular business-related wants, it is only prudent that they abstain from deciding on an all-in-one, ideal business program. Nevertheless, it would be futile to discover such a software solution even among branded software systems. The correct thing to undertake should be to take note of the several vital aspects that demand analysis such as critical features, plans, skill competence of the employees, organizational size, etc. After which, you must double down on your research fully. Read some WORK[etc] CRM reviews and explore the other software systems in your shortlist in detail. Such comprehensive research ensures you take out ill-fitting apps and choose the system that offers all the aspects you require business requires in sustaining growth.

Position of WORK[etc] CRM in our main categories:

TOP 100

WORK[etc] CRM is one of the top 100 CRM Software products

TOP 50

WORK[etc] CRM is one of the 50 Customer Support Software products

TOP 20

WORK[etc] CRM is one of the top 20 Help Desk Software products

If you are interested in WORK[etc] CRM it could also be sensible to examine other subcategories of CRM Software gathered in our database of B2B software reviews.

Every company is different, and might require a special CRM Software solution that will be fit for their business size, type of customers and staff and even particular industry they deal with. You should not count on finding an ideal services that will be suitable for each company regardless of their history is. It may be a good idea to read a few WORK[etc] CRM CRM Software reviews first and even then you should pay attention to what the service is intended to do for your business and your employees. Do you require an easy and intuitive app with just elementary functions? Will you really use the advanced tools needed by pros and big enterprises? Are there any specific features that are especially beneficial for the industry you operate in? If you ask yourself these questions it is going to be much easier to get a reliable service that will match your budget.

How Much Does WORK[etc] CRM Cost?

WORK[etc] CRM Pricing Plans:

Free Trial

Starter

$78/mo

Team

$195/mo

Foundations

$395/mo

Here are WORK[etc] CRM cost details:

Starter

  • $78/mo
  • 2 user max
  • 2,000 Contacts
  • 3GB Storage

Team

  • $195/mo
  • 3 users included
  • (Each extra user + $49/mon)
  • 10,000 Contacts
  • 15GB Storage
  • Social Media, Email Marketing, Customer Portal, Accounting Integrations & Reporting

Foundations

  • $395/mo
  • 3 users included
  • (Each extra user + $59/mo)
  • 20,000 Contacts
  • 50GB Storage
  • Everything from Team Plan with Contractor Portal & Deep Reporting

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and WORK[etc] CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with WORK[etc] CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac

Deployment

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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WORK[etc] CRM user reviews

Automation and easy accessibility throughout all phases of the project

Read full review >
Cameron
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.10.2019 Company Size: More than 100 Employees Industry: Renewables & Environment

A great CRM system and has helped improve communication as well

Read full review >
Jason
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2019 Company Size: 11-50 Employees Industry: Accounting

A comprehensive tool that has helped us focus on work that matters more to our business

Read full review >
Maria
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.09.2019 Company Size: More than 100 Employees Industry: Internet

Easy access to every client communication and files

Read full review >
Anna
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 04.09.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

Lets you do many things in one software easily

Read full review >
Eva
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.02.2018 Company Size: 1-10 Employees Industry: N/A

What are WORK[etc] CRM pricing details?

WORK[etc] CRM Pricing Plans:

Free Trial

Starter

$78/mo

Team

$195/mo

Foundations

$395/mo

Here are WORK[etc] CRM cost details:

Starter

  • $78/mo
  • 2 user max
  • 2,000 Contacts
  • 3GB Storage

Team

  • $195/mo
  • 3 users included
  • (Each extra user + $49/mon)
  • 10,000 Contacts
  • 15GB Storage
  • Social Media, Email Marketing, Customer Portal, Accounting Integrations & Reporting

Foundations

  • $395/mo
  • 3 users included
  • (Each extra user + $59/mo)
  • 20,000 Contacts
  • 50GB Storage
  • Everything from Team Plan with Contractor Portal & Deep Reporting

What integrations are available for WORK[etc] CRM?

  • Google Apps
  • Evernote
  • Xero

WORK[etc] CRM average rating:

Average score
5/5 (7 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Eva

PROS: WORKetc is very easy to use and lets you do many things in one , like project management and CRM software. I also like being able to transfer emails from Outlook to WORKetc thanks to the add-in feature. It helps keep track of the messages and others in the company can see the discussion without flooding their mailboxes.

CONS: Some features could be added like a tab about suppliers where we could create request for quotation. Also, it would be nice to be able to create forecast reports.

Reviewed 2 years ago

Read full review >

The least favorable review

Maria

PROS: WORKetc is the most comprehensive SaaS tool I've used for managing operations of my digital services firm across the globe. It has all the things I need from CRM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office.

CONS: I encountered a bit of a learning and configuration curve when I started, but that speaks to its power and flexibility. Problem is, there are no basic defaults to use as guide which means that it takes time to learn this software, while you encounter things that hard to determine if they were bugs or not.

Reviewed 5 months ago

Read full review >

More reviews from 7 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Automation and easy accessibility throughout all phases of the project

Read full review >
Cameron
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.10.2019 Company Size: More than 100 Employees Industry: Renewables & Environment

PROS: I like WORKetc's automation and that every department head can access all the phases of a project easily and with comfort.

CONS: Nothing to dislike about it. I believe that if you use WORKetc properly, you can take full advantage of creating a wonderful customer experience for your customers.

What do you think about this review? Great Poor

A great CRM system and has helped improve communication as well

Read full review >
Jason
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 29.09.2019 Company Size: 11-50 Employees Industry: Accounting

PROS: I really like the fact that WORKetc is more than just a CRM system to keep all of our contacts in one place. We use it for everything from building our sales leads to the backstage process for each of our services and engagements. Everything is able to connect with each other and everyone can access all of the information from one location. It's also been great at improving our communication in the office, all in one place.

CONS: Random bugs that occur can really throw off your work and process. Though thesupport team is good about getting them fixed pretty quickly, they still happen enough to get you frustrated. I also don't like that sometimes updates take place during our work hours, causing the system to slow down or be inaccessible.

What do you think about this review? Great Poor

A comprehensive tool that has helped us focus on work that matters more to our business

Read full review >
Maria
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.09.2019 Company Size: More than 100 Employees Industry: Internet

PROS: WORKetc is the most comprehensive SaaS tool I've used for managing operations of my digital services firm across the globe. It has all the things I need from CRM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office.

CONS: I encountered a bit of a learning and configuration curve when I started, but that speaks to its power and flexibility. Problem is, there are no basic defaults to use as guide which means that it takes time to learn this software, while you encounter things that hard to determine if they were bugs or not.

What do you think about this review? Great Poor

Easy access to every client communication and files

Read full review >
Anna
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 04.09.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: Every communication with my clients is accessible in one click. WORKetc's main search box is my #1 tool for finding anything and it make it very easy to file items under company or client profiles and give you great customization options for tagging content, organizing data and creating customized profiles/fields to track content.

CONS: WorkETC's search box lacks in searchability in some cases. Sometimes it's hard to find phrases with more than one word. One feature I would like to see from WorkETC in the future is a proofing system. We're a graphically inclined company and sending proofs via email attachments one by one can be cumbersome especially when we're sending 20+ files in one email.

What do you think about this review? Great Poor

Lets you do many things in one software easily

Read full review >
Eva
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.02.2018 Company Size: 1-10 Employees Industry: N/A

PROS: WORKetc is very easy to use and lets you do many things in one , like project management and CRM software. I also like being able to transfer emails from Outlook to WORKetc thanks to the add-in feature. It helps keep track of the messages and others in the company can see the discussion without flooding their mailboxes.

CONS: Some features could be added like a tab about suppliers where we could create request for quotation. Also, it would be nice to be able to create forecast reports.

What do you think about this review? Great Poor

Centralized communication that keeps everyone updated

Read full review >
Faye
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.01.2018 Company Size: More than 100 Employees Industry: Retail

PROS: WORKetc is a slick CRM software combined with project management, central email and document handling and lots of other features. As a business owner, it gives me complete transparency and accountability in every area.

CONS: I guess it would be the cross platform usage. The current app could be better, but all that is being addressed in an update that I believe should be released very soon.

What do you think about this review? Great Poor

Increased productivity and efficiency in our website projects

Read full review >
Jodi
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 07.01.2018 Company Size: 11-50 Employees Industry: Computer Software

PROS: Whenever our employees need help, they can reach out to WORKetc, saving everyone time. It keeps all documents and information in a single location. This cuts down on customer support case resolution as we answer the same questions many times, and we can used canned responses and locate documents apply those to a support case and move down the road.

CONS: The one thing WORKetc needs to improve on is speed. The slowness is a matter of milliseconds though, just more of a OCD thing when surfing the net that I have. The good thing about them is they are always working on improving their product; they already have features to speed up their system.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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