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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

WORKetc logo
Business Management Software

4.4 576 user ratings

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92% 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

Kaseya BMS logo
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Overview

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 Kaseya BMS helps to run a business efficiently at a fraction of the current cost. With this software, businesses can easily create, manage and resolve all the service requests and tickets alike. Also, Kaseya BMS helps organisations to reduce the number of service tickets generated and resolve IT incidents faster. By using the services of this platform, business heads can spend less time on billing and tracking mundane tasks. Kaseya BMS also allows a company’s technicians to work effortlessly across several tools. Further, the platform enables users to access the right information when and where they need it. With Kaseya Business Management software companies can manage their IT projects and derive real-time status reports while improving forecasting through comprehensive project management. Also, it plays an important role in maintaining better relations between companies and customers or prospects. This simple-to-use system helps customers and prospects to keep a track of current accounts, communications as well as new possibilities. Kaseya BMS also helps organisations with billing & finance, business intelligence & reporting. Read more
Pricing Options
  • Free Trial Available
  • Starts at $78.0. Offers Custom plan.
  • Free Trial Not Available
  • Kaseya BMS Offers Custom plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    83%
  • Momentum
    64%
  • Popularity
    76%

92% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    83%
  • Momentum
    70%
  • Popularity
    86%

Features

Total Features
14 Features
13 Features
Common Features for All
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    CRM Handles your contact database, follows up with potential customers and keeps them engaged
    Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise
    Financial Management Handles functions like management of cash and utilisation of funds
    Inventory Management Helps in recording inventory to optimize and fulfill the requirement.
    Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Purchasing Acquiring goods or services required for the business at minimal cost
    Scheduling Manages and helps to prepare schedules in an appropriate and timely manner
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
    Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions
    Vendor Management Helps to manage necessary data concerning vendors and allows easy access
  • + 11 More - Show Less
    • Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      CRM Handles your contact database, follows up with potential customers and keeps them engaged
      Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise
      Financial Management Handles functions like management of cash and utilisation of funds
      Inventory Management Helps in recording inventory to optimize and fulfill the requirement.
      Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Purchasing Acquiring goods or services required for the business at minimal cost
      Scheduling Manages and helps to prepare schedules in an appropriate and timely manner
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
      Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions
      Vendor Management Helps to manage necessary data concerning vendors and allows easy access
  • + 10 More - Show Less
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.4/5 576 user ratings
    4/5 21 user ratings
    Ratings Distribution
    • Excellent

      51.4%
    • Very Good

      43.6%
    • Average

      2.6%
    • Poor

      2.3%
    • Terrible

      0.2%
    • Excellent

      48.6%
    • Very Good

      27%
    • Average

      8.1%
    • Poor

      2.7%
    • Terrible

      13.5%
    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.

    Overall, users find the software easy to use and appreciate its comprehensive features. They praise its ability to streamline business processes, automate tasks, and improve efficiency. However, some users express concerns about the complexity of certain features and occasional glitches. Additionally, a few users mention that customer support could be more responsive.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $78.0. Offers Custom plan.
    • Free Trial Not Available
    • Kaseya BMS Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Starter $78.00 $78.00 per month

    Team $195.00 $195.00 per month

    Foundations $395.00 $395.00 per month

    Enterprise Custom

    Kaseya BMS Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Alternatives

     

    Screenshots & Videos

    Screenshots Contacts
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    Kaseya BMS screenshot
    + 3 More
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2006 Located in: New York, NY
    Contact Details

    +1 800-322-7860

    https://www.worketc.com/

    +1 877-926-0001

    https://www.kaseya.com/products/bms/

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