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WORK[etc]Product Overview

  1. About WORK[etc]
  2. Pros of WORK[etc]
  3. Cons of WORK[etc]
  4. Breakdown of core features

WORK[etc] product overview

WORK[etc] is a single cloud computing platform that integrates CRM, projects, billing, help desk, reporting, and collaboration. It gives small businesses the unique opportunity to improve efficiency and productivity while eliminating tedious integrations and expensive multiple web apps.

The solution provides a centralized location for teams to perform sales and extend support to customers. Additionally, with WORK[etc]’s cloud-based web and mobile apps, users can manage the business at work, at home, or on the road. By combining CRM with sales management, projects, and billing, this software enables the entire team to collaborate and continuously deliver positive outcomes for customers.

WORK[etc] facilitates deep integration into the company’s email clients and accounting products. It also equips organizations with native apps for iOS and Android to empower teams away from the office.

Pros of WORK[etc]

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  • WORK[etc] delivers different capabilities in one solution, resulting in a lower total cost than purchasing individual tools.
  • The software allows users to update projects, assign support tickets, or create a sales lead without leaving their Inbox.

Cons of WORK[etc]

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  • According to users, WORK[etc]’s mobile application provides limited capabilities.
  • Other users commented that the software lacks customization options.

Breakdown of core features

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Customer relationship management (CRM)

WORK[etc] captures every activity and interaction with contacts online. Whether it is a sales email, support ticket, invoice, or product purchase, the system stores these events in a simple timeline. Users can search and filter the customer activity history by keyword, activity, or employee interaction to find what they need. Team members can also create up-to-date smart lists from complex contact variables and use those lists for marketing and reporting.

WORK[etc]’s flexible and unlimited contact structure lets users monitor relationships with companies and individuals–and their relationships with each other. Teams can automate and manage the sales process by tracking leads across the entire business and giving the necessary tools to close new business.

Project management

Users can record timesheets, upload documents, create support cases, add expenses, create emails, and start discussions from the WORK[etc] project. The software offers everyone involved access to the information most relevant to them. Users can switch between different project views and manage timesheets, labor costs, expenses, and materials. The system automatically captures every billable item and makes the information available to the billing engine, ensuring the monitoring of revenues.

Invoicing and quotes

This software has built-in time and billing capabilities directly into its unified business management. It streamlines the management of complex tax rules and allows organizations to keep a handle on discounts and offers. With WORK[etc], businesses can also track late payers.

Customer support

WORK[etc]’s customer support feature lets businesses keep an eye on every request through live support, web forms, and email. Support teams can manage cases with custom priority levels and statuses and rapidly respond to frequent issues with a library of templated responses. WORK[etc] also enables users to view the entire customer history on one screen.

Alternatives to WORK[etc] CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

2 NetSuite

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NetSuite is the most trusted cloud-based ERP software in the world, integrating all key business processes into a single system -- financials, inventory, sales, Customer Relationship Management (CRM), eCommerce, and marketing.

We're an industry-recognized NetSuite Solution Provider that designs, implements, and supports all aspects of the NetSuite Platform.

Schedule your Personalized NetSuite Demo or get in touch with a one of our NetSuite experts today.

Learn more about NetSuite

3 Xoxoday Plum

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Businesses can automate rewards and enhance customer experience while engaging and encouraging customers to make repeat purchases from your brand.

Xoxoday Plum is a Rewards, Incentives, Benefits & Payouts Infrastructure for Businesses. Xoxoday’s technology enables companies to reward employees, customers, and sales & channel partners.

Learn more about Xoxoday Plum

(Last updated on 03/04/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Mid Sized Businesses, Small Sized Businesses





  • CRM
  • Sales Management
  • Project Management
  • Invoicing and Quotes
  • Operations
  • Customer Support
  • Help Desk
  • Billing and Finance


  • Google Workspace
  • Xero
  • QuickBooks Online
  • Microsoft Outlook
  • Evernote
  • Box.com
  • Open API integrations

Pricing Model

  • Starter
  • Team
  • Foundations


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