WORKetc Review

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WORKetc is all-in-one business management software with CRM, sales, project management, time tracking, and billing modules. Its cloud-based, user-friendly, customizable UX allows small companies to quickly set up, adopt, and deploy a single platform to manage all aspects of their business operations. It is a scalable solution that enables small and starting businesses to be more efficient and productive.

Table of Contents

WORKetc Features and Strengths

CRM and Sales

WORKetc’s integrated CRM and sales management module captures every online activity, from a sales email to a support ticket, from an invoice to a product purchase. Users can easily browse these events and information in a timeline for a comprehensive overview of the entire customer relationship, as well as searching and filtering customer activity history to quickly find specific information. Robust contact management enables smart lists, contact tagging, and even two-way syncing of contact lists from other cloud apps like Google.

Teams can customize their sales processes and create different workflows and stages, and use libraries of email templates to create and manage email marketing campaigns. Other features include the ability to quickly transform a lead into a project or invoice, add custom fields for tracking, and integrate with Twitter, Facebook, and Linkedin. Enterprise-grade analytics allow users to build custom reports, create alerts, and visualize progress with the sales pipeline.

Projects and Tasks

WORKetc projects and tasks module connects all departments for a unified project and business management. All actionable items are properly structured to be visible within the project view so that users can quickly act on the items. Users are able to record timesheets, upload documents, create support cases, add expenses, create emails, and start discussions, all from within any project.

Dependencies are easily created between tasks, along with triggers and alerts. Project templates allow for quick management and deployment of new projects, eliminating the need to start from scratch every time. Teams can add custom fields and manage custom project types and completion stages. Other features include easy switching from different project views such as Gantt, timeline, or project tree views; built-in budgeting; Outlook and Gmail integration; and mobile access.

Invoicing, Quotes, Customer Support, and More

WORKetc has a native time and billing system built into its invoicing and quotes module. The system can automatically capture and accounts for every timesheet, milestone, expense, and sale. A central invoicing dashboard helps users to generate, approve, and track all invoices. This billing integration ensures that the financial aspect of all sales, projects, and support are accurately captured and billed on time. Users can choose from simple or detailed time entries, including group entries and calendar views.

WORKetc can manage subscription or recurring billing with automatic invoicing. It also has payment monitoring, overdue tracking, and local tax and discount management. Other features include custom charge rates for different people, activities, and projects, payment gateway integration, as well as integration with Xero and QuickBooks Online.

The application also has customer support, reporting, and analytics modules with user-configureable dashboards. Security features include roles and permissions. It also has web forms, discussion and collaboration, API, and native apps for iOS and Android devices.

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WORKetc Pricing

WORKetc pricing is available in several plans with tiered features for scalability. Pricing is only offered as a month-to-month subscription. A 14-day free trial is also offered.

  • The Starter plan at $78 per month includes up to 2 users only. Designed for startups, users have access to CRM and sales, projects and tasks, invoicing and quotes, and customer support modules. However, this plan is still limited to 2000 contacts and 3GB storage space.
  • The Team plan at $195 per month includes 3 user seats, with every additional user costing $49 per month. It includes all features in the Starter plan, plus social media integration, email marketing, customer portal, accounting software integration, and basic business reporting. Users can add up to 10,000 contacts and have access to 15GB of storage.
  • The Foundations plan at $395 per month also includes 3 user seats, with every additional user costing $59 per month. It has up to 20,000 contacts and 50GB storage. It has everything in the Team plan and also a contractor portal, advanced reports, and scheduled emailing of reports.

A custom Enterprise solution is available upon direct request to the WORKetc team.

WORKetc

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Who Uses WORKetc?

WORKetc is ideal for companies with 3 to 100 people. It is a perfect fit for businesses engaged in selling a product or service and delivering and supporting that product or service. It is not particularly targeted to any industry, and its tools are suitable for all business types such as accounting, legal, and secretarial firms, marketing and advertising agencies, technology service providers, consultancies, construction, real estate, mining, and exploration, to name a few. Customers include WOOF Media, ECO Communications, Wound Care Advantage, Accident Reconstruction Analysis, Aerial Coverage, and Performance HR.

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WORKetc Supported Languages

WORKetc is available in Afrikaans, Chinese Simplified, Chinese Traditional, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hindi, Hungarian, Italian, Japanese, Korean, Lithuanian, Monenegrin, Norwegian, Polish, Portuguese, Romanian, Russian, Sinhala, Spanish, Swedish, Tamil, Vietnamese and Welsh languages.

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Case Studies

Connor Steinwascher was the founder and president of an unmanned aircraft company that specialized in utilizing drones. When the company received a job to inspect 90 cell phone towers across Michigan in just 30 days, Steinwascher realized that the company needed more than just careful flying. It needed a comprehensive business solution with a robust project management solution.

WORKetc allowed the company to manage and complete its most ambitious project yet. Although the project had significant challenges, the business management software allowed Steinwascher and the team to create one big project that housed everything. WORKetc allowed them to easily organize the schedules and complete the project in an organized and convenient way.

Gillian Statham is a consultant/director at a Melbourne-based HR consulting business that provides ongoing or project-based HR services. In the past, the company was tracking its projects manually with the help of two people working 2.5 days a month. To optimize their operations, they implemented WORKetc.

Now, tracking and managing all the company’s projects just take 4 hours every month and is performed by only one project manager. This leaves the other PM to focus on growing the company further. Gillian states that with the integrated CRM and business management software, the company has complete project visibility, allowing her to easily track billable hours and see team productivity.

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Why Choose WORKetc?

WORKetc is more than a collection of integrated online business suite ensures a seamless workflow between departments and functions. Teams use only one platform to manage leads, sell products or services, deliver projects, support customers, and bill clients. Thus, companies can save on costs from paying for multiple tools and complex integrations, while giving users a single system to be familiar with and work on with greater focus.

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Company Info

WORKetc Pty Ltd. is a privately held software company with international headquarters in Sydney and US office in San Francisco. It is a micro-multinational company with remote teams working across cities and countries including Melbourne, Los Angeles, Essex, Auckland, Halifax, and Bucharest. It was founded by Daniel Barnett in 2016, but the company started as Veetro in 2006 creating simple web tools for a number of clients. As more common app requirements emerged and technology evolved, the company rebranded as WORKetc. Today, it is continuously focused on building a better product and providing the best customer support.

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