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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

WORKetc logo
Business Management Software

4.4 576 user ratings

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94% 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

Dolibarr ERP CRM logo
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Overview

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 Dolibarr ERP and CRM is a free and open-source ERP and CRM management software package, developed specifically to cater to the needs of freelancers, companies, and foundations. This open-source framework enables users to freely manage all of their business requirements from Customer Relationship, Human Resource, Foundation Management, Accounting, Surveys, to Invoicing that befits their needs and meets their requirements. Dolibarr ERP CRM is designed with simplicity, right from installation to utilization to custom development in order to ensure the best user experience to the customers. With its user-friendly design, users can begin with features they require and then additionally include more features on a LAMP, WAMP, OR MAMP server according to their change of needs and their business developments. It comprises multiple modules easily accessible to the users according to their requirements. Undoubtedly, Dolibar is the ideal solution for comprehensive business management from invoicing, sales, stock, emailing purchase, accounting, orders, leave requests, and expense reports. Read more
Pricing Options
  • Free Trial Available
  • Starts at $78.00. Offers Custom plan.
  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    87%
  • Momentum
    65%
  • Popularity
    76%

94% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%
  • Reviews
    81%
  • Momentum
    75%
  • Popularity
    93%
SaaSworthy Awards
Not Available
# 5 Fastest Growing # 3 Most Searched

Features

Total Features
14 Features
12 Features
Common Features for All
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    CRM Handles your contact database, follows up with potential customers and keeps them engaged
    Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise
    Financial Management Handles functions like management of cash and utilisation of funds
    Inventory Management Helps in recording inventory to optimize and fulfill the requirement.
    Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Purchasing Acquiring goods or services required for the business at minimal cost
    Scheduling Manages and helps to prepare schedules in an appropriate and timely manner
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
    Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions
    Vendor Management Helps to manage necessary data concerning vendors and allows easy access
  • + 11 More - Show Less
    • Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      CRM Handles your contact database, follows up with potential customers and keeps them engaged
      Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise
      Financial Management Handles functions like management of cash and utilisation of funds
      Inventory Management Helps in recording inventory to optimize and fulfill the requirement.
      Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department
      Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
      Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Purchasing Acquiring goods or services required for the business at minimal cost
      Scheduling Manages and helps to prepare schedules in an appropriate and timely manner
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
      Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions
      Vendor Management Helps to manage necessary data concerning vendors and allows easy access
  • + 9 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.4/5 576 user ratings
    4.6/5 136 user ratings
    Rating Distribution
    • Excellent

      51.4%
    • Very Good

      43.6%
    • Average

      2.6%
    • Poor

      2.3%
    • Terrible

      0.2%
    • Excellent

      64.7%
    • Very Good

      30.1%
    • Average

      4.4%
    • Poor

      0.7%
    • Terrible

      0%
    User Sentiments

      Centralized Communication, Comprehensive Project Management, Extensive Integrations, Ease of Use

      Mobile App Functionality, Occasional Bugs, Steep Learning Curve, Limited Reporting Functionality

      Highly Customizable, Wide Range of Modules, Ease of Use, Comprehensive Business Management

      Lack of Multi-Currency Support, Unintuitive User Interface, Limited Mobile Support, Inadequate Manufacturing Module

    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.

    Overall, users praise Dolibarr ERP CRM for its extensive features, customization capabilities, and user-friendly interface. They appreciate its strong inventory management, project management, and customer relationship management modules. Many users also find it easy to install, implement, and integrate with other applications. However, some users mention occasional bugs and issues with updates, as well as a lack of comprehensive training and support documentation. Additionally, some users suggest improvements to the reporting and analytics capabilities, as well as the mobile app.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $78.00. Offers Custom plan.
    • Free Trial Not Available
    • Offers Free-forever and Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Starter $78.00 $78.00 per month

    Team $195.00 $195.00 per month

    Foundations $395.00 $395.00 per month

    Enterprise Custom

    Free Open Source Software Free

    On-Premise or Cloud Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Contacts
    + 6 More
    Projects and Tasks
    + 4 More
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2006 Founded in: 2009
    Contact Details

    +1 800-322-7860

    https://www.worketc.com/

    Not available

    https://www.dolibarr.org/

    Social Media Handles

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