WORKetc
CRM software
Billing software
Invoice management software
Work management software
Accounting & finance software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$78 per month
Free Trial
Free version unavailable
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- Professional services (engineering, legal, consulting, etc.)
- Construction
- Information technology and software
What is WORKetc
WORKetc is an all-in-one CRM and business management platform that combines sales pipeline tracking with project/work management, billing, and invoicing in a single system. It is typically used by small to mid-sized service businesses that want to manage leads, customers, projects, tasks, and client billing from one application. The product emphasizes an integrated workflow from opportunity to project delivery to invoice, with shared customer records across modules. It is delivered as a cloud-based application with configuration options for fields, workflows, and permissions.
Unified CRM-to-invoice workflow
WORKetc connects CRM records to projects, time/expense tracking, and invoicing so teams can move from a won deal to delivery and billing without switching systems. This reduces duplicate data entry because customer, contact, and job information is reused across modules. For service organizations, this end-to-end linkage can simplify handoffs between sales, delivery, and finance. It is particularly useful when the same team needs both CRM and operational execution tools.
Built-in project work management
The platform includes task management and project tracking features alongside CRM, which supports service delivery use cases beyond pure sales management. Teams can associate tasks, files, and communications with customers and projects to keep context in one place. This can reduce reliance on separate work management tools for smaller organizations. It also supports operational reporting that ties work activity back to customer accounts.
Billing and invoicing included
WORKetc includes invoicing and billing capabilities designed to be used directly from customer and project data. This supports faster invoice creation and helps maintain consistency between what was sold, what was delivered, and what is billed. For organizations that do not want to deploy a separate invoicing system, the built-in approach can streamline basic billing operations. It can also support visibility into revenue-related activity within the same system as sales and delivery.
Less depth than specialists
Because WORKetc spans CRM, projects, and billing, some functional areas may be less comprehensive than dedicated best-of-breed tools in each category. Organizations with complex sales operations, advanced forecasting, or highly specialized automation may find limitations compared with enterprise-focused CRM suites. Similarly, teams needing advanced project portfolio management features may outgrow the built-in project capabilities. Fit depends on whether breadth or deep specialization is the priority.
Accounting feature scope limits
While it supports invoicing and billing, it is not positioned as a full accounting system for all general ledger, tax, and compliance needs. Many businesses still require integration with dedicated accounting software for end-to-end finance operations. This can introduce additional configuration and reconciliation work. Buyers should validate how payments, taxes, and financial reporting are handled for their jurisdiction and processes.
UI and customization tradeoffs
An all-in-one interface can require more setup to align modules, fields, and workflows with a company’s processes. Teams may need administrative effort to configure permissions, templates, and pipeline/project structures. If the organization expects extensive no-code customization and app marketplace breadth, options may be more limited than larger ecosystems. Usability and configuration fit should be validated through a hands-on trial with real workflows.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | $78 per month (billed annually) | 2 users included; access to core WORKetc modules (CRM, Projects, Billing, Discussions); additional user licenses not available on Starter; premium integrations; Customer Portal / Contractor Portal not included on Starter (see compare). |
| Team | $195 per month (billed annually) | 3 users included; access to core modules plus branded customer portal, premium integrations, priority support; additional users $49 per user/month (billed annually). |
| Foundations | $395 per month (billed annually) | 3 users included; automation features and unlimited contractor users; premium integrations and advanced reporting; additional users $59 per user/month (billed annually). |
| Enterprise | Custom pricing | Enterprise/company-wide deployments, bespoke solutions and onboarding/services; contact sales for pricing. |
