--- 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: '2026-07-12' 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. 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. ### 2. 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. ### 3. One stop shopping **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2013 **What do you like best about WORKetc?** - Cloud based - everything included (no need for any other app) : Helpdesk ticketing, finance, invoicing, CRM, 'email' - evolutive - reactive Helpdesk (thanks to Steve W.) **What do you dislike about WORKetc?** - you need to trust worketc since you give them all your data (with God's help, they won't go bankrupt) **Recommendations to others considering WORKetc:** consider it twice **What problems is WORKetc solving and how is that benefiting you?** everything, I have a company I can run with dashboards ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+16%3A35%3A37+-0500&secure%5Bsession_id%5D=d06ccc65-2538-4380-bcb0-2c7ac16a6a7c&secure%5Btoken%5D=22d8d58175c0ca05b97bb0fad19932615349abd6e9ebe2a2ff769445b2e341bd&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Automation** - Workflows - Customization - Data repository **Bill Generation** - Templates - Digital Billing **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Invoice Processing** - Approvals - Batch Processing - Match Invoices **Administration** - Permissions - Procedures - Remote Work **Bill Processing** - Management **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 & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Integration** - Accounting - Payments - ERP - Account Sync **Workload** - Resource Allocation - Workspace - Configuration - Insights **Agentic AI - Billing** - Autonomous Task Execution **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document 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 **Cost Management** - Project Budgeting - Time & Expense - Profitability **Integration** - Front Office - Back Office - External data **Generative AI** - AI Text 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 **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction ## Top WORKetc Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,666 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,042 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,835 reviews)