Worketc Software Review: Overview – Features – Pricing

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worketc logoOverview Presentation

WORKetc is a web-based all-in-one business management software for small and medium-sized companies. It has CRM, project management, social-styled collaboration and billing functions that can help a company manage its business from end to end. It is the central place to work on sales, projects, products or tickets by teams who can be anywhere. Companies can have great savings with a cloud-based business software that is ready to deploy and flexibly grows with the company. Owners and IT managers can forget about costly and complicated integrations of multiple platforms as well.

Features, Benefits, Product Strengths

  • CRM and Sales – WORKetc has CRM and sales management features that allow users to capture sales leads from multiple channels such as web forms, mobile devices, and emails. They can view the complete customer history and view that which is critical to closing the deal with custom fields. Users can assign and track leads through customized sales process and workflows for each service or product. It is capable to launch content-rich email marketing campaigns then turn a lead into a project or an invoice in one click. It also has enterprise-grade analytics to provide users with meaningful reports.
  • Projects and Tasks – The advantage of a unified system is that everything is interconnected. A sales lead can easily be turned into a project with all the pertinent triggers, dependencies, and data included. No double entry that is prone to input errors can occur. Users can attach anything to projects, be it contacts, documents, discussions or timesheets. A project can be viewed in different ways such as a Gantt chart, a timeline or a project tree. It has templates to start things faster as well as custom fields to manage them at different completion stages. And because of a unified system, billing projects or collaborating with mobile users is never a problem.
  • Invoicing, Quotes, and more – WORKetc is the same software that will help users after they have closed the sales and delivered the project. With its financial features, it can capture every billable event and revenue activity across the organization. It provides users with easy entry of timesheets that can provide detailed information and calendar views. It can create recurring invoices, issue overdue notices, allow tax rules, integrate with accounting software such as Quickbooks as well as payment gateways. It also can be used as a Help Desk system, has native iOS and Android apps, social discussion and collaboration features, Gmail and Outlook plugins, as well as secure, permission-based administration.

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Pricing

WORKetc business management software has three plans called the Starter, Team, and Foundations. The Starter plan at $78 per month is designed to help startup owners and founders access powerful tools without much cash-out. The plan includes for up to 2 users, 2000 contacts and 3 GB of storage space. The Team plan starts at $195 per month and includes for 3 users, 10,000 contacts, 15 GB space, plus email marketing, customer portal, social media, accounting integrations and reporting. The Foundations plan starts at $395 per month with 3 users, 20,000 contacts, 50 GB space, plus everything included in the Team plan with the addition of contractor portal and deep reporting. A 14-day trial period is available.

worketc pricing

Social Network Presence

Target Market

WORKetc business management software is ideal for startups and small to mid-sized businesses. It is easy enough to use by business owners, founders, project managers and other business managers in a wide selection of industries.

Supported Language

English

Some of their Clients

Client use cases include a North American video production company, a trade magazine publishing company, a North Carolina-based marketing agency, a UK-based managed services provider, a Tampa construction firm, an Australian engineering company, and Kentucky-based IT service provider.

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Testimonials

Bernadette Curtis from Creative Network described WORKetc as great for delegating from in-bound emails.

Paul Santana of IronKap stated that the G Suite integration is awesome.

Scott Moore of Moore Engineering described WORKetc as having revolutionized the way they think about work.

Why WORKetc

WORKetc business management software is an all-in-one total business management system that provides an integrated CRM, project management, billing and finance, help desk and social collaboration in one platform, for one monthly subscription. It is customizable for any type of business and industry, and integrates with many popular applications.

Company Info

WORKetc is a privately held company with headquarters in Sydney, Australia. It was founded in 2009 by Daniel Barnett. It is a multinational company with offices in the Australia-Asia-Pacific region, Europe, and North America. It is privately funded and used by 1200 businesses all over the world. It has dramatically grown in the last three years in terms of users and revenues. Its system is built on the Microsoft’s .Net and C# development platform, and SQL Server database, running on multiple redundant servers, Amazon’s web services, and Akamai’s content delivery network. It also has working partnerships with Google, Android, Apple, GoodData, SocketLabs, and TRUSTe, among others.

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Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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