--- 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. Helps us with our eblasts and keeping track of details about customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2018 **What do you like best about WORKetc?** Makes preparing eblasts simple. I also save important info about leads and potential leads in the notes. Sometimes we hear from someone who has communicated with us in the past. My client is always so happy (and I think surprised) when I can remind her about details I have saved from the past. WorkEtc has a robust search engine so it's easy to find content you know is in there. **What do you dislike about WORKetc?** 1. Not being able to clone a record. When I create a record, i want to be able to clone it when there are more clients from the same company. It seems so obvious, maybe it can be done and i just dont know how. 2. Not being able to save an eblast in development without closing it. i always save my work as i go along and having to save, close, and reopen seems like extra unnecessary steps. 3. Not being able to backdate when a record was entered is also annoying. It's a lot of pressure to be required to enter leads the day they become leads. It would be better to be able to create the record when it's cnvenient and set the date myself. **What problems is WORKetc solving and how is that benefiting you?** We use it to send out eblasts to our subscribers and keep tract of all customer contacts. ### 2. Excellent all in one CRM and more **Rating:** 5.0/5.0 stars **Reviewed by:** Randy B. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2018 **What do you like best about WORKetc?** I have three favorite areas of Worketc. First, it is an excellent CRM database which lets us keep track of our customer info. We can drill down to a customer record and see all of their tickets, invoices, etc in one place. Second we love worketc for the support tickets. Attached to customer records we keep track of all support requests with these. Thirdly, we love worketc for the billing. We can keep track of time our techs spend right inside of worketc, attached to the ticket. When its time to bill, its jsut click a couple of buttons and boom... customer billed! **What do you dislike about WORKetc?** I wish there was an automatic way for tickets to enforce and remind techs and supervisors of compliance with Service Level Agreements, or even just auto reminders of tickets that are outstanding. **Recommendations to others considering WORKetc:** take advantage if their awesome customer service to get you all set up. **What problems is WORKetc solving and how is that benefiting you?** Just keeping all of the info together (see above) lets us provide better customer service AND save time and money. 2 techs can do the work of 3, easy. ### 3. Great project management CRM that works for my small business **Rating:** 5.0/5.0 stars **Reviewed by:** Sam G. | President of HOCOA San Diego, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2017 **What do you like best about WORKetc?** I like having the ability to track my income, project task and leads all in one place. When using projects I am able to keep all the information in once place and access it from any computer that is connected to the internet. **What do you dislike about WORKetc?** No email automation based on triggers. Having follow up emails go out automatically based on milestones. That would be a great to have. Especially on projects. After a new project is started, it would be nice to have an automate email go out to the customer asking them for an update. **Recommendations to others considering WORKetc:** For those that are looking for a great project management CRM that has other great features including, prospecting management, reports, billing and all around solid CRM this is a great software. **What problems is WORKetc solving and how is that benefiting you?** Efficiency, big time. Being able to keep all relevant notes and task in one place. Inbound contact info, prospecting and project management. The reports are pretty good too. ### 4. Fully customizable CRM with features by the dozen **Rating:** 5.0/5.0 stars **Reviewed by:** Dave T. | Telecommunication Engineer, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2018 **What do you like best about WORKetc?** We love the Project Template allowing our Implementation staff to create a new project with all associated subprojects and To Do's already setup with timeframes and reminders pre-programmed. This means nothing is ever missed through the project phase anymore as our staff have to complete each stage before the next is opened up for them to complete. **What do you dislike about WORKetc?** I would like the ability to review/audit what has been completed on a particular job and by what user (job Auditing) Would also like other Invoicing integrations but they do have full integrations with some Accounting software like quickbooks already. **Recommendations to others considering WORKetc:** Very customizable and fully encompassing software that will grow with your business and in-fact grow your business. Project templates, Workgroup Discussions, Timesheets, Deadlines, email integration, the list of features goes on and on and every one of them will help with productivity within your business. **What problems is WORKetc solving and how is that benefiting you?** Staff Accountability - Timesheets that can be accessed via any part of the CRM allows us to track how much time our staff are taking on every single activity. This also allows us to set targets for things such as billable hours. Since bringing Timesheets into action, our bullable hours have risen over 20% across the board. ### 5. Fast, Efficient, Effective and Comprehensive **Rating:** 4.5/5.0 stars **Reviewed by:** Keith K. | Founder, CEO, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2017 **What do you like best about WORKetc?** Reducing the number of "silos of information" is the #1 benefit of WorkEtc, and the reason we adopted it. Get rid of separate CRM, support ticket management, project management, database entries, notes, spreadsheets, untracked email, work timers, and more....because ALL are part of WorkEtc. Customization tools are the #2 benefit. Create 'Custom Tags and from them, create Smart Lists' (based on info already contained in WorkEtc (instead of separate spreadsheets for everything). Create standard (YOUR 'custom standard) projects, email replies, etc. Do it once and ensure it's done the same way every time. The third top benefit is easy integration with Google Apps, especially email and calendar apps. I understand the program does the same for Microsoft email and calendars. **What do you dislike about WORKetc?** Weird complaint: As much as we rely on WorkETC, I believe we're only harnessing 2 or 3% of what the program is capable of doing. That's our fault - not theirs. Set aside time to concentrate on the basics when you set it up. **Recommendations to others considering WORKetc:** Set aside at least fifty hours to learn the system as an owner or deeply invested manager. That's before implementation. For implementation, I devoted several long weekends (2 or 3 days x 12 hours/day) to set up templates for projects, basic Knowledge Base articles, integration with Google Mail and Google Calendar and more. Project To-Dos are explicit and comprehensive. The time was/is well worth it. That time was paid back five- or ten-fold in the first year, and at least 50-fold per year since, besides greater accountability and accuracy. **What problems is WORKetc solving and how is that benefiting you?** Done once, done right. WorkETC helps you set a strong standard for your work, and provides templates for getting it done right the first time, without reinventing the wheel. Our typical project has 72 steps+, all covered by our project template and reinforced by the WorkETC knowledge base. ### 6. WorkETC **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2018 **What do you like best about WORKetc?** The ability to track and keep on task with all the events that we have for our clients. I am able to constantly keep track from sales pitches, to quotes, to sending over contacts. You can do all of this from within the site or your gmail track which my company uses in our day to day. **What do you dislike about WORKetc?** Although I do like the worketc app, it does not have the same functionality. I would like to be able to do more like the website. I am able to track as I am out in the field but we are limited. **What problems is WORKetc solving and how is that benefiting you?** We had issues with not retaining the correct information in an efficient way. Often times we had data all over the place in different areas so it was hard to ensure everything we needed was in one place. This was able to solve that issue for us and keep us accountable with timelines and data entry. ### 7. An all-in-one for a reasonable price **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole W. | Co Founder, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2017 **What do you like best about WORKetc?** We've finally found a business management tool that works for us! We are a 2-person shop that needed both project management, and support desk tools. This is the only tool we found after 24 months that worked for us - and was priced appropriately! The staff is responsive and was very helpful when we were first setting up our instance. We know that they'll be there if we ever need assistance in the future! **What do you dislike about WORKetc?** There are a few things about the current system that aren't quite "there", such as the integration with Xero accounting software. But, we hear that there is a new, completely revamped version on the way that will be a big improvement. **Recommendations to others considering WORKetc:** Give it a test drive and understand all the possibilities to integrations! Take the time to meet with some of the Work[etc] staff to get your questions and specific situation discussed in detail. They'll provide you with great recommendations on how to use the tool to its fullest. **What problems is WORKetc solving and how is that benefiting you?** We use Work[etc] for project management, deal management, incident management and customer management. ### 8. Not bad, not great **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2018 **What do you like best about WORKetc?** I have no idea what the cost on the product is. However, I like the search all function and the ability to user it across departments. **What do you dislike about WORKetc?** Oh man, it is not an intuitive product at all. **What problems is WORKetc solving and how is that benefiting you?** This is a convenient way to track projects. Additionally, the interface with the G suite is convenient. ### 9. Worketc has helped me survive with zillions of projects and tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Runy C. | Dream Business Coach and Trainer, E-Learning, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2014 **What do you like best about WORKetc?** How it integrates with google apps and gmail. The flexibility to change the system to your business is incredible. **What do you dislike about WORKetc?** That They currently don't have an affiliate program. So I'm not receiving a penny writing this review. **Recommendations to others considering WORKetc:** Just start using it. Key in one project you are working on. Make one sales proces for a specific client group. Then make one online form and put it on your website to get info right in your worketc system. If you are using gmail or google apps install the plugin right away. It is simply awesome. You link all emails to a project or lead. Then build more projects and you see it growing. One last thing: download the apps for iphone and ipand and carry your crm in your pocket. **What problems is WORKetc solving and how is that benefiting you?** I coach knowledge professionals to stay on top of their business and deliver quality services. I have managed a portfolio of complex projects with just one online tool. If you ask me what I have been doing the last year, I can press 1 button and give you a report. ### 10. Great CRM for Any Company Size **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2017 **What do you like best about WORKetc?** ​love the timesheets they really help me keep organized and make me feel better about what I have done in the day. We use the support ticket feature the most and I couldn't see being able to do my job without it. It allows us to stay organized, upload attachments and make sure we're not stepping on each others toes. **What do you dislike about WORKetc?** The original mobile app felt a bit crowded. You aren't able to filter support tickets like you can on a desktop. Also they could have more pricing options. **Recommendations to others considering WORKetc:** There are plenty of videos and online support to get an idea what the interface is like. If you can afford to take a few months to try it out I'm sure you will love it. **What problems is WORKetc solving and how is that benefiting you?** I use mostly support tickets, so being able to keep tabs on who it is assigned to, and what is being done on it. Such as time spent, did they email the person back, have they attached documents to help prevent the issue in the future. We realized we could activate these for the customers to see, so if they ever have the problem again they can go back and look at how it was resolved. ## 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/work-etc/reviews/work-etc-review-18774?section=pricing&secure%5Bexpires_at%5D=2026-07-19+20%3A42%3A09+-0500&secure%5Bsession_id%5D=94e6cc29-9a62-4cd8-9df7-894ae330bb59&secure%5Btoken%5D=7f286856c299bcd3ccbe9cef1e8c7804c2c97df5298bb6591c7cdbfd5828ef65&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 (24,669 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,045 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,834 reviews)