--- title: WORKetc Reviews meta_title: 'WORKetc Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 53 reviews by the users' company size, role or industry to find out how WORKetc works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 53 scale: '5' date_modified: '2026-08-07' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # WORKetc Reviews **Vendor:** WORKetc **Category:** [Work Management Software](https://www.g2.com/categories/work-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 53 ## About WORKetc WORKetc was created as a tool to help every team across your business communicate and collaborate more efficiently. From sales leads, project management, billing, CRM and more, WORKetc can adjust to the needs of your entire team and ensure that everyone stays informed about the most important elements of their job. Start your 14-day free trial today and witness first hand how our experienced team can help your business streamline and optimize your workflows with WORKetc. ## WORKetc Reviews ### 1. Working with Work[etc] **Rating:** 4.0/5.0 stars **Reviewed by:** Emmett "Corky" K. | Founder Partner CEO CTO President, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2016 **What do you like best about WORKetc?** This is the most comprehensive SaaS tool I've been able to find for managing operations of my geographically distributed, multinational digital services firm. It has all the things I need from CRM to PM to Accounting and Support all under one interface, with mobile apps so I can work from the field as well as from my office. No other product I have located can provide as much of what we need in a single place as this tool does. **What do you dislike about WORKetc?** I definitely encountered a bit of a learning and configuration curve when taking this on, but that speaks to it's power and flexibility. The problem is, there are no real basic defaults to use as guidelines which means you have to dig in and overcome a steep learning curve, while encountering things that may be bugs, or may be user issues or lack of configuration and it's difficult to tell the difference. Support is great so these things can usually be overcome, but don't expect this process to be fast or easy (the support is lightening fast, the learning curve is what takes the time) **Recommendations to others considering WORKetc:** If you are solo, this is not for you. If you are a firm larger than a few staff with many external suppliers and clients, this could be just the ticket, just be prepared for a couple weeks of setup, support and configuration to get it dialed in for your needs. **What problems is WORKetc solving and how is that benefiting you?** I'm solving the problem of automating as much of my business as I can, so I can focus on customer service and not on spreadsheets and post-it notes. A single solution like Work[etc] means I don't have to have integrated multiple login systems for various operations like CRM into project management, billing and support. The strength and weakness of this system are it's scope, scale and depth. The learning curve is a bit steep, the configuration is a bit overwhelming at first, but once done, the value is huge to me and my organization of 65+ people to work cohesively throughout an entire engagement lifecycle. ### 2. A great way to keep your Digital Ducks in a row. **Rating:** 4.0/5.0 stars **Reviewed by:** Christina F. | Creative Director, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2015 **What do you like best about WORKetc?** Everything in communication with my clients is accessible in one click. WorkETC's main search box is my #1 tool for finding anything from people and companys to emails and support cases. They make it very easy to file items under company or client profiles and give you great customization options for tagging content, organizing data and creating customized profiles/fields to track content specific to our company. **What do you dislike about WORKetc?** WorkETC's search box is probably their most powerful tool, but it lacks in search-ability in some cases. Sometimes it's hard to find phrases with more than one word as it searches for them as separate content rather than one phrase together. This makes me have to think about unique words so I don't get overloaded with useless search results. One feature I would like to see from WorkETC in the future is a proofing system. We're a graphically inclined company and sending proofs via email attachments one by one can be cumbersome especially when we're sending 20+ files in one email. **Recommendations to others considering WORKetc:** For small businesses that are largely in communication with their clients via email, WorkETC is a great tool to keep your data organized in one easy-to-use threshold. We do not utilize the Projects, Financing sections, but know that they are included and tie in seamlessly with the client data. The smart lists and reporting are another notable feature and WorkETC offers a multitude of pre-templated reports that cover all aspects of company data, billing and employee rates and hours to make it easy to evaluate your business from any perspective. **What problems is WORKetc solving and how is that benefiting you?** WorkETC's filing system combined with their powerful searching tool allows us easy access to a massive amount of data we would otherwise have a hard time rifling through via only an email client. Being able to organize our communication and profiles for our clients have made it much easier to resolve issues or contradictions with a dedicated 'paper-trail'. Timesheet tracking has also made us more efficient with keeping hours on clients so we can bill them accordingly and on schedule - something we lacked with out this technology. ### 3. More than just a CRM: WorkEtc helps with many different business processes **Rating:** 4.0/5.0 stars **Reviewed by:** Ross H. | Lecturer in Forensic Science (Variable Hours), Higher Education, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2015 **What do you like best about WORKetc?** The best feature about WorkEtc is that it allows us to work trans-nationally. WorkEtc is not only a CRM but through it's project management and customer support integration we've been able to automate many different business processes, and we don't need to rely on being in "the office" to work. The best feature is that WorkEtc works to integrate business processes, linked to a CRM, through to invoicing and then through to Xero (our accounts system). **What do you dislike about WORKetc?** Sometimes the interface feels and behaves a little "clunky". And at times data is not captured correctly in data fields (such as completing sales invoices). These are tiny complaints in comparison to the benefits of WorkEtc. Their inventory sales system is inadequate for our needs (we use another Trade Gecko for inventory) and their timesheet reporting could be improved. **Recommendations to others considering WORKetc:** There are better options for Inventory Management; I don't think WorkEtc is suited for inventory. **What problems is WORKetc solving and how is that benefiting you?** We use WorkEtc to manage our CRM and marketing processes, including direct mailing, emailing (within WorkEtc and MailChimp). We have set up project management for contract work - this includes project planning, time-sheets and invoicing. We also loan items to clients and use WorkEtc to manage this process: from order enquiry, to fulfilment, return and to invoicing. ### 4. Everything you need for WORK **Rating:** 4.0/5.0 stars **Reviewed by:** Branden M. | Software Developer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2015 **What do you like best about WORKetc?** The best thing is how everything is linked together in one place. You can add support cases, timesheets and to-dos (and can attach any of them/all of them to each other as appropriate). This makes it easy to follow any issue or new feature from beginning to end. And it makes it easier for someone other than yourself to see what you're doing, and how long it's been taking (useful for analytics). **What do you dislike about WORKetc?** I'll second what a lot of people say in hoping for an auto-save feature. I also wish a bit more QA was run with the UX as I've run into weird issues where I resize a textbox to view some data, just for it to revert to its smaller size when I go to edit the data. These will both hopefully be fixed with the next website revamp. None of these are world shattering, but they are annoying. **Recommendations to others considering WORKetc:** Look, I say go for it. They've got a ton of features, almost everything you'd need with a business. And whatever they don't have, they've probably got some sort of connectivity set up with the necessary 3rd party apps. Your business definitely won't be hurt by switching and will most definitely be improved. **What problems is WORKetc solving and how is that benefiting you?** We've gotten rid of using multiple products and focused all on WORK[etc]. We don't need a separate timekeeping program, we have WORK[etc]. We don't need a to-do list program, we have WORK[etc]. We don't need to have a subscription to a support desk system (or make our own), we have WORK[etc]. ### 5. A great way to connect our company from the backstage to the front stage! **Rating:** 4.0/5.0 stars **Reviewed by:** Deanna P. | Solutions Manager, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2014 **What do you like best about WORKetc?** I really like the fact that WORK[etc] is more than just a CRM system to keep all of our contacts in one place. We utilize this system for everything from building out our sales leads to the backstage process for each of our services and engagements. Everything is able to connect with each other and everyone on our team is able to access all of the information from one location. It's also been great at improving our communication in the office. We are able to start discussions under calendar events, contact names, firms, leads as well as projects to ask critical questions and provide quick updates. This also allows for all of our communications to be captured in one place where we can look back at them in the coming years if we need a refresher. **What do you dislike about WORKetc?** Random bugs that occur can really throw off your work and process. That has probably been my biggest dislike. I understand that bugs happen, and they are good about getting them fixed pretty quickly, but they still happen enough to get you frustrated. I also don't like that sometimes updates take place during our work hours, this causes the system to slow down or be un-accessible. Since we utilize the system for everything, if it's not working while we are open then we can't get work done or help our clients accurately. **Recommendations to others considering WORKetc:** Be very open with them when you are first reaching out. Explain what you need and figure out if what they have to offer really fits your needs. Make sure that you have the majority of your staff onboard with investing in this project. I'd also highly suggest you set up a task force/team that will be the individuals working to standardize your processes in each of the areas. This group should be well versed in what you need and willing to be the go-to individuals for anyone else in your company that might stumble across a problem or question. **What problems is WORKetc solving and how is that benefiting you?** Again, a huge problem that we've solved would be the across company communication. Everyone knows what is happening in all stages of our process, and if they don't know they know exactly where to find the answer. Now that we have everything built out, it's also helping with the time that it takes to complete projects. In WORK[etc] you're able to clone a project which means all the beginning work we did when we first started with the system is paying off by cloning those to our current and future projects...we don't have to build the same thing out over and over and over. It's also helped in the sales department since we have all of our leads captured and we are able to see what is being worked, what has been overlooked and where we are at in the process. ### 6. Just about the best - short on mobile **Rating:** 4.0/5.0 stars **Reviewed by:** Randy F. | VP Engineering, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** July 05, 2014 **What do you like best about WORKetc?** WorkEtc covers a lot of ground with a relatively easy and intuitive interface. Workflows from lead capture to service invoicing all work well. Best feature? - the fact that it covers so much ground all in one app. **What do you dislike about WORKetc?** Mobile use. Current (v2) mobile app was simply not written by people who actually use WorkEtc. in a real mobile environment. Where the web app (on a desktop) is very good for a great many workflows, the mobile app borders on unusable for anything that you would expect to do while in the field (i.e. .... mobile). The v3 mobile app is approaching beta - preview video looks VERY good. If WorkEtc. executes the mobile app any where near as well as their web app, they will be alone at the top. **Recommendations to others considering WORKetc:** Make sure you fully understand what workflows are critical to your business. Don't role out too much too soon, and take a hard look at mobile use cases (v3 mobile app, responsive web site design - both 'coming soon'). **What problems is WORKetc solving and how is that benefiting you?** Primary workflows are related to project management, service tracking, and invoicing. Biggest benifit is a single app to assign a support case, track events/activity related to the support case, tracking products related to a support case, and then "one button" invoice generation with the client being able to follow the whole process via the client portal. ### 7. Great product for growing your small business. **Rating:** 4.0/5.0 stars **Reviewed by:** Martin M. | Owner / Online Marketing Professional, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2014 **What do you like best about WORKetc?** I love the simplicity and ease of use of the product. The setup of the product was fairly hassle free and the support is there if you need it. As a technophile and business owner this product has helped me to automate parts of my business and grow. **What do you dislike about WORKetc?** My only problem with the product which is common with this product and similar products is the price for small micro business owners. A pricing plan for one man business's is needed industry wide. **What problems is WORKetc solving and how is that benefiting you?** I am solving the problems of lead tracking and generation as well as using this software to grow my knowledge and monitor my business growth baseline. ### 8. Great Project Management Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2014 **What do you like best about WORKetc?** Ease of use and the variety of features and automated functionality of the product. **What do you dislike about WORKetc?** I wish it was integrated with Outlook so that we could synch up our calendaring directly instead of having to use Google. **Recommendations to others considering WORKetc:** More integration with Outlook **What problems is WORKetc solving and how is that benefiting you?** Project Management, Invoicing/Billing, IT Job Tickets, HR-It is an all-in one tool. ### 9. As a Small Company WORK[etc] is Cost Effective & Does Almost Everything we Need. **Rating:** 3.5/5.0 stars **Reviewed by:** Ralph Y. | Operations Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2014 **What do you like best about WORKetc?** The quick access to client information and the ease of building mailing lists and lead pools. **What do you dislike about WORKetc?** The Outlook integration can be slightly flaky sometimes. **What problems is WORKetc solving and how is that benefiting you?** Allows the sales and marketing to join up properly. Easy quote and invoicing production. We are now starting to use it for time-sheeting and help desk. ### 10. Pretty good for a work in progress. **Rating:** 3.5/5.0 stars **Reviewed by:** Oscar C. | CTO, Information Technology and Services **Reviewed Date:** December 17, 2013 **What do you like best about WORKetc?** Billing and calendar integration and time sheets. The help desk and knowledge base and contacts. **What do you dislike about WORKetc?** Lack of reports exports and limited report filters and a not so great client portal. **What problems is WORKetc solving and how is that benefiting you?** I have 4 consultants in different cities this mostly helps me organize my billing and workflow. ## WORKetc Discussions - [What is WORKetc used for?](https://www.g2.com/discussions/what-is-worketc-used-for) - [View WORKetc pricing details and edition comparison](https://www.g2.com/products/worketc/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A09%3A37+-0500&secure%5Bsession_id%5D=b5f6eb25-b423-463a-8c60-bfb6f0f2db06&secure%5Btoken%5D=844d960cea5540016f2ca91c84a8904c1b946c5f1b1d318a7cad64819583795d&format=llm_user) ## WORKetc Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Automation** - Workflows - Customization - Data repository **Bill Generation** - Templates - Digital Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Invoice Processing** - Approvals - Batch Processing - Match Invoices **Administration** - Permissions - Procedures - Remote Work **Bill Processing** - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Integration** - Accounting - Payments - Mobile Payments - CRM **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Integration** - Accounting - Payments - ERP - Account Sync **Workload** - Resource Allocation - Workspace - Configuration - Insights **Agentic AI - Billing** - Autonomous Task Execution **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Communication & Collaboration** - Communication Channels - Document Management - Collaboration **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Cost Management** - Project Budgeting - Time & Expense - Profitability **Integration** - Front Office - Back Office - External data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top WORKetc Alternatives - 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