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WORKetc CRM

Place
#74 of 244
Score
7.6
WORKetc CRM's website

The facts below are what the maker publishes about WORKetc CRM, checked and dated. Our editors have not written about it yet.

Plans and prices

From WORKetc CRM's own pricing page, checked 12 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Starter$78 a month2 users included · Additional user licenses · Access to all core WORKetc modules · Customer portal access · annually
Team$195 a month3 users included · Additional user licenses: $49/user/month · Access to all core WORKetc modules · Customer portal access · annually
Foundations$395 a month3 users included · Additional user licenses: $59/user/month · Access to all core WORKetc modules · Customer portal access · annually
EnterprisePriced on requestEnterprise or company network rollout · Bespoke industry solutions with development-team assistance

The facts

Each one read from WORKetc CRM's own pages, with the date it was checked.

What it does

API
The plan comparison lists Open API as unavailable on Starter and included with Team and Foundations.checked 12 Oct 2026
Automation
The CRM page describes turning online enquiries into automated leads and routing prospects through custom sales processes.checked 12 Oct 2026
Contact records
CRM features include contact management, custom fields, tags and labels, smart lists, activity streams, and social profile matching.checked 12 Oct 2026
Data protection
WORKetc says it uses SSL, 256-bit encryption for stored data, HTTP Strict Transport Security, and Content Security Policy.checked 12 Oct 2026
Email sync
Yeschecked 21 Sep 2026
Hosting
WORKetc says its data is hosted on AWS and describes regional hosting in Frankfurt for European customers, Oregon or Michigan for North American customers, and Sydney for Asia Pacific customers.checked 12 Oct 2026
Integrations
The plan comparison lists Gmail and Outlook add-ons, Google contact and calendar sync, Google Drive, Xero, QuickBooks Online, and Box.com integrations.checked 12 Oct 2026
Marketing automation
Yeschecked 21 Sep 2026
Mobile
The plan comparison lists iOS and Android mobile apps in Starter, Team, and Foundations.checked 12 Oct 2026
Other modules
WORKetc lists Sales, Projects, Billing, Discussions, and Help Desk among the platform modules and features.checked 12 Oct 2026
Product
WORKetc describes its CRM as a single source of truth for client data connected to sales, projects, billing, and other business operations.checked 12 Oct 2026
Security
The plan comparison lists granular user permissions, IP access control, and automated system backups as security features in all three plans.checked 12 Oct 2026
Support
The pricing FAQ says support includes email and booked one-to-one sessions, and that live webinar training runs several times per week.checked 12 Oct 2026
User limits
Starter includes two users, while Team and Foundations each include three; the pricing FAQ says customer, supplier, and partner contacts are unlimited.checked 12 Oct 2026
Visual sales pipeline
Yeschecked 21 Sep 2026

Money

Free plan
Nochecked 21 Sep 2026
Free trial
Yeschecked 21 Sep 2026
Trial
The maker offers a 14-day trial without requiring a credit card; the trial includes most Team Edition features but excludes Customer Portal.checked 12 Oct 2026

The company

Headquarters
Surry Hills, NSW, Australiachecked 28 Sep 2026

Where it runs

Mobile app
Yeschecked 21 Sep 2026

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