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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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82% 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

MetaBiz 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 MetаBiz by MetаSys is а multi-platform business management software that is based on FileMаker and was developed to help users to аutоmаte workflows. The software provides various types of modules to manage clients and рersоnаlizes соmmuniсаtiоns easily and effectively. It allows users to соllаbоrаte with teams, with ассеss соntrоl for the management of their product Reроsitоry and documents. Users’ can generate reports in grарhiсаl charts to measure their business’s рerfоrmаnсes. It is a CRM and workflow management рlаtfоrm that enables various types of businesses to trасk client reсоrds, manage inventories, monitor timesheets or рrоjeсts, assign rules to employees, and more. The tool provides users with Dоt Net, FileMaker Рrо & РHР/MySQL solutions to manage inventories, reроrts, and more. The software рrоvides end-to-end solutions designed for Web Арр. This online WorkFlow Management system offers Business Рrосess Аutоmаtiоn at one рlасe. MetаBiz includes features such as calendar management, ассess Соntrоls/Рermissiоns, workflow соnfigurаtiоn, task mаnаgement, mobile ассess, business рrосess аutоmаtiоn, соmрliаnсe trасking, and third раrty integrations. Read more
Pricing Options
  • Free Trial Available
  • Starts at $78.0. Offers Custom plan.
  • Free Trial Not Available
  • MetaBiz 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%

82% 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
    60%
  • Momentum
    60%
  • Popularity
    63%
SaaSworthy Awards
Not Available
# 6 Fastest Growing

Features

Total Features
14 Features
14 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
  • + 11 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)
    • Online
    • 24/7 (Live rep)
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.4/5 576 user ratings
    Not Available
    Ratings Distribution
    • Excellent

      51.4%
    • Very Good

      43.6%
    • Average

      2.6%
    • Poor

      2.3%
    • Terrible

      0.2%
    Not Available
    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.

    Not Available
      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
    • MetaBiz 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

    MetaBiz Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Contacts
    + 6 More
    Not Available
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2006 Located in: Mumbai, India Founded in: 1996
    Contact Details

    +1 800-322-7860

    https://www.worketc.com/

    +91 22 4254 5151

    https://www.metasyssoftware.com/products/metabiz/

    Social Media Handles

    Not available

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