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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | WORKetc is a cloud-based customer relationship management (CRM) software that includes integrated CRM, project management, invoicing, help desk, sales, and marketing management modules to meet the demands of businesses of all sizes. For enhanced customer visibility, WORKetc encourages collaboration between sales, support, project finance, and management teams. Customer information can be collected via live chat, Web forms, and email, and cases can be managed using configurable priority levels and statuses. From lead to sale to billing and support, the program manages the entire client lifecycle. Every action and conversation is recorded online, with capabilities such as the ability to search and filter customer activity history by keyword, activity, and employee engagement. Cloud services and Google apps for business can also be used to sync contacts. With company-wide billing, tracking overdue accounts, subscription billing, payment gateways, taxes, and discount management, the program keeps track of every chargeable event across the firm. WORKetc also provides accounting software integration, including Quickbooks, Xero, and CSV. Using WORKetc dismantle the obstacles that exist between sales, support, project management, and management teams. Every aspect of your company will be able to operate on the same platform. Read more | Client Book CRM is a software used to manage retail operations with customer data. The software offers tools to collect customer information to manage sales with team collaboration. Built Email marketing campaigns to all your clients, leads, or based on specific interests directly from the CRM. Generate reports on your business in form of charts and graphs, PDFs, and more. Marketers, Small and Medium companies make use of the software. Read more |
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| SW Score & Breakdown |
92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| User Sentiments |
Centralized Communication, Comprehensive Project Management, Extensive Integrations, Ease of Use Mobile App Functionality, Occasional Bugs, Steep Learning Curve, Limited Reporting Functionality |
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| Review Summary |
Worketc combines customer relationship management (CRM) and project management to provide a comprehensive business management solution suitable for small businesses and teams. Users appreciate the software's ease of use, customization options, and reporting capabilities. Reviewers also highlight Worketc's helpful customer support team and note that the software is affordable, especially for small businesses. However, some users mention occasional bugs and glitches, and a few reviewers express concerns about the lack of advanced features or integrations with other software. Overall, Worketc is a solid choice for small businesses seeking an easy-to-use and affordable CRM and project management tool. |
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AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
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Starter $78.00 $78.00 per month Team $195.00 $195.00 per month Foundations $395.00 $395.00 per month Enterprise Custom |
Professional Plan $15.00 $15.00 per month Business Plan $99.00 $99.00 per month Corporate Plan $269.00 $269.00 per month On-Site Plan $349.00 $349.00 per month |
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| Company Details | Located in: San Francisco, California Founded in: 2006 | Located in: Maineville, Ohio |
| Contact Details |
+1 800-322-7860 |
1 (800) 325-6836 |
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