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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Description | WORKetc is a cloud-based customer relationship management (CRM) software that includes integrated CRM, project management, invoicing, help desk, sales, and marketing management modules to meet the demands of businesses of all sizes. For enhanced customer visibility, WORKetc encourages collaboration between sales, support, project finance, and management teams. Customer information can be collected via live chat, Web forms, and email, and cases can be managed using configurable priority levels and statuses. From lead to sale to billing and support, the program manages the entire client lifecycle. Every action and conversation is recorded online, with capabilities such as the ability to search and filter customer activity history by keyword, activity, and employee engagement. Cloud services and Google apps for business can also be used to sync contacts. With company-wide billing, tracking overdue accounts, subscription billing, payment gateways, taxes, and discount management, the program keeps track of every chargeable event across the firm. WORKetc also provides accounting software integration, including Quickbooks, Xero, and CSV. Using WORKetc dismantle the obstacles that exist between sales, support, project management, and management teams. Every aspect of your company will be able to operate on the same platform. Read more | GreeneStep provides integrated business management and accounting solution for Family-Owned Businesses with Revenues from Wholesale, Retail, and Services Industries. Core USP is an integrated eCommerce Solution with Inventory and Accounting. We help these businesses grow and succeed with 24x7 Service and Support. GreeneStep ERP is an integrated business solution that streamlines the Supply Chain, CRM, and Financial processes and functions of a company. Read more |
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SW Score & Breakdown |
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Total Features |
14 Features
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14 Features
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Common Features for All |
Billing and Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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Billing and Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Review Summary |
Worketc combines customer relationship management (CRM) and project management to provide a comprehensive business management solution suitable for small businesses and teams. Users appreciate the software's ease of use, customization options, and reporting capabilities. Reviewers also highlight Worketc's helpful customer support team and note that the software is affordable, especially for small businesses. However, some users mention occasional bugs and glitches, and a few reviewers express concerns about the lack of advanced features or integrations with other software. Overall, Worketc is a solid choice for small businesses seeking an easy-to-use and affordable CRM and project management tool. |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Starter $78.00 $78.00 per month Team $195.00 $195.00 per month Foundations $395.00 $395.00 per month Enterprise Custom |
GreeneStep Business Management Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
+ 6 More
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Videos |
+ 1 More
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Company Details | Located in: San Francisco, California Founded in: 2006 | Located in: Bangalore, India Founded in: 2008 |
Contact Details |
+1 800-322-7860 https://www.worketc.com/ |
703-546-4236 https://greenesteptechnologiesinc.com/ |
Social Media Handles |
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