WORK[etc] Review - why 4.6 stars?

Shlomi Lavi / updated: Jul 25, 2022

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What is WORK[etc]?

WORK[etc] is a business management solution specifically designed to help small business owners. The software can help users to manage their entire business right from their single CRM solution. People can work from anywhere, anytime using this software and centralize customer and employee communication.

WORKetc, the company behind WORK[etc], was founded by Daniel Bernett back in 2009. The solution is used by about 1200 customers and 79% of them are from the USA. Google Apps, Intuit, Apple and Microsoft are some of the development partners of WORKetc.

Who is it best for?

WORK[etc] is specifically designed for small and growing businesses. Companies that are looking for a CRM software that can help users to manage their entire business from one single solution can try this software. Diadem Marketing Agency, IronKap and Symturk Ltd. are some of the clients of WORK[etc].

Main features and functionalities

WORK[etc] comes with sales management, project management, operation management, billing, invoicing and help desk features. The sales management tool can help users to capture sales leads from email, web forms and even mobile devices. Users can assign and track leads using the customized sales processes and report and monitor with sales pipeline. The project management tool can help users to view projects as timeline, Gannt chart and tree and maximize productivity of each project using project templates.

Users can control member access using the granular permissions and see what is important using the custom fields. It’s also easy to organize the teamwork online with roles and workgroups. The software also offers open API support to offer more flexibility. You can see entire customer activity history, track and assign progress via email mobile and web and use custom fields to store specific customer information. Other notable features are recurring invoice creating, complex tax and discount handling and invoicing.

What is the actual cost?

The cost of license starts at $78 per 2 users/month. ITQlick pricing score is 4 out of 10 (10 is most expensive). Access ITQlick pricing guide for WORK[etc]. You can also find here pricing information from WORK[etc]'s website.

Pros

• WORK[etc]’s business management solution is specifically designed for small and growing companies
• WORK[etc] offers mobile dedicated app for iOS devices and Android smartphone/tablet users
• The customer support of WORK[etc] offers email and one-on-one support for users
• The business management solution offers a wide range of services and consulting to provide customized training plans
• The business management software offers open API support which means more flexibility for users

Cons

• WORK[etc]’s Starter pricing plan supports only 2 users which can be a problem for some users
• WORK[etc] doesn’t offer integration with Dropbox which can be a problem for some users
• The customer support of WORK[etc] doesn’t offer any 24/7 live phone support
• The business management software’s mobile dedicated app for iOS and Android device offers limited functions
• The business management solution offers only 3GB storage for Starter plan users

How it stacks up?

Access a head to head analysis of WORK[etc] vs alternative software solutions.

Frequently Asked Questions (FAQs)