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About WORKetc

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.

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Contacts
Projects
Planning analysis
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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Online

WORKetc Features

Business Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Financial Management

Handles functions like management of cash and utilisation of funds

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

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

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

WORKetc Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot
Disclaimer: The pricing details were last updated on 25/08/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about WORKetc Pricing.

WORKetc Alternatives

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WORKetc Reviews

User Rating

4.4/5 (Based on 576 Ratings)

Ratings Distribution

  • Excellent

    51.4%
  • Very Good

    43.6%
  • Average

    2.6%
  • Poor

    2.3%
  • Terrible

    0.2%

Do You Use WORKetc?

Write a Review

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.

Pros

  • Easy to use interface and intuitive features, suitable for nontechnical users.
  • Customisable CRM system that allows users to tailor it to their specific business needs.
  • Offers a comprehensive suite of tools for managing customer relationships, including lead generation, opportunity tracking, and customer support.
  • Seamless integration with various thirdparty applications, enhancing productivity and streamlining workflows.

Cons

  • Can be expensive for small businesses with limited budgets.
  • Some users have reported occasional glitches and bugs that require technical support.
  • May require a learning curve for users who are not familiar with CRM systems.
  • Limited reporting capabilities compared to more advanced CRM solutions.

WORKetc User Reviews

AI-Generated from the text of User Reviews

Videos on WORKetc

WORKetc Screenshots

WORKetc FAQs

What is WORKetc used for?

WORKetc is Business Management Software. WORKetc offers the following functionalities:

  • Marketing Management
  • Employee Management
  • Training Management
  • Order Management
  • Scheduling
  • Vendor Management
  • Inventory Management
  • Performance Metrics
  • Financial Management
  • CRM
  • Time & Expense Tracking
  • Project Management
  • Purchasing
  • Billing and Invoicing

Learn more about WORKetc features.

What are the top alternatives for WORKetc?

Does WORKetc provide API?

Yes, WORKetc provides API.

WORKetc Contact

Vendor Details

San Francisco, California Founded : 2006

Contact Details

+1 800-322-7860

https://www.worketc.com/

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WORKetc Integrations

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