WORKetc CRM
WORKetc CRM: A broad CRM suite for service businesses that need customer portals and connected workflows. Ranked #104 of 238 in CRM Software by our editors (4.7/10); pricing: 14-day trial; best for service businesses needing CRM and customer portal.
At a glance
- Editor score4.7 / 10
- Pricing14-day trial
- Best forService businesses needing CRM and customer portal
- Free planNo
- Facts checked21 Sep 2026
Where it wins
- Visual sales pipelines with customizable workflows and reporting
- Gmail and Outlook integration with contact synchronization
- Customer portal, mobile apps, web forms, and an open API
Where it doesn't
- No free plan; the trial lasts 14 days
- Published paid plans use annual billing
- Included users are limited to 2 or 3 on the paid tiers
Our verdict on WORKetc CRM
WORKetc CRM combines customer relationship management with sales pipelines, project management, billing, help desk tools, workflows, customer portals, email tools, and reporting. It is aimed at small and growing service businesses that want customer, project, and financial information connected in one system. CRM capabilities include contact and customer history management, customizable sales workflows, automated lead creation, web forms, email marketing campaigns, custom fields, tags, smart lists, and reporting. Web, iOS, Android, and API access support teams working across devices and connected systems.
Pricing is organized into four plans. Starter costs $78 USD per month when billed annually and includes 2 users, all core WORKetc modules, premium integrations, priority support, and training. Team costs $195 USD per month when billed annually, includes 3 users, all core modules, and customer portal access. Foundations costs $395 USD per month when billed annually, includes 3 users, all core modules, and contractor portal access. Enterprise provides enterprise-wide rollout and bespoke industry solutions. A 14-day free trial gives prospective buyers time to review the platform before choosing a paid tier.
The strongest fit is a service business that needs more than contact records: sales processes, lead capture, marketing, reporting, portals, and operational tools all sit within the same product. Integrations cover Gmail, Google Contacts, Google Calendar, Google Drive, Outlook, Xero, QuickBooks Online, Box.com, PayPal, Authorize.Net, and 2Checkout, while the open API supports further connections. Teams seeking a focused, lower-commitment CRM may find the annual paid structure and user limits less suitable; businesses needing connected CRM and service operations should consider WORKetc CRM.
WORKetc CRM pricing
All 4 WORKetc CRM plans and prices →
WORKetc CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Free trial | Yes |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Yes |
| AI features | Not verified |
| Mobile app | Yes |
| Open source | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR |
| Support | Email, Tickets, Community, Docs |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 11 integrations: Gmail, Google Contacts, Google Calendar, Google Drive, Outlook, Xero … See all → |
| Pricing | 14-day trial (source) |
| Website | worketc.com |
| Facts checked | 21 Sep 2026 |
WORKetc CRM integrations
WORKetc CRM lists 11 integrations on its own site.
- Gmail
- Google Contacts
- Google Calendar
- Google Drive
- Outlook
- Xero
- QuickBooks Online
- Box.com
- PayPal
- Authorize.Net
- 2Checkout
See all WORKetc CRM integrations →
Alternatives to WORKetc CRM
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.7
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.8.9
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.8.6
See all WORKetc CRM alternatives →
Also listed in
Used WORKetc CRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used WORKetc CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
WORKetc CRM is listed in our CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/worketc-crm/"><img src="https://www.itechguides.com/best/badge/worketc-crm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Guides on CRM software
- Best Open-Source CRM Software in 2026Aug 2026
- Best CRM Apps in 2026: Top Picks for Sales, Mobile, and Small BusinessAug 2026
- 20 Best CRM Software [Trusted by Top Companies] in 2026Aug 2026
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
Last updated · How we research and update