---
description: ¿Qué piensan los usuarios de WORKetc? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de WORKetc gracias a Capterra Chile.
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title: WORKetc - Opiniones, precios y características - Capterra Chile 2026
---

Breadcrumb: [Inicio](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [WORKetc](/software/118331/worketc)

# WORKetc

Canonical: https://www.capterra.cl/software/118331/worketc

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> CRM, proyectos, facturación, servicio técnico y más en la única plataforma en línea. Gmail, Outlook, Xero e integraciones de QuickBooks.
> 
> Veredicto: 85 usuarios lo han valorado con **4.6/5**. De los mejores valorados en **Probabilidad de recomendación**.

-----

## Vista rápida

### ¿Quién usa WORKetc?

Los clientes objetivos son equipos de 2-100 en estos sectores: Tecnologías de la información y MSP, desarrollo de software y web, consultoría de negocios y gestión, marketing, publicidad, relaciones públicas, y publicidad digital

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **4.6/5** | 85 Opiniones |
| Facilidad de uso | 4.3/5 | Basado en las opiniones generales |
| Asistencia al cliente | 4.9/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.6/5 | Basado en las opiniones generales |
| Funciones | 4.6/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: WORKetc
- **Ubicación**: Sydney, Australia
- **Constitución**: 2009

## Contexto comercial

- **Precio inicial**: US$78,00
- **Modelo de precios**:  (Prueba gratis)
- **Público objetivo**: 2-10, 11-50, 51-200, 201-500
- **Despliegue y plataformas**: Cloud, SaaS, Web, Android (móvil), iPhone (móvil), iPad (móvil)
- **Idiomas admitidos**: alemán, checo, chino, chino tradicional, coreano, danés, español, finés, francés, griego, hindi, húngaro, inglés, italiano, japonés, lituano, neerlandés, noruego, polaco, portugués, rumano, ruso, sueco, vietnamita
- **Países disponibles**: Alemania, Australia, Canadá, China, Dinamarca, España, Estados Unidos, Finlandia, Francia, Grecia, India, Irlanda, Italia, Japón, México, Noruega, Nueva Zelanda, Países Bajos, Polonia, Portugal y 6 más

## Funciones

- Acceso móvil
- Alertas y notificaciones
- Almacenamiento de documentos
- Automatización de marketing
- Base de datos de contactos
- Búsqueda/filtro
- Campos personalizables
- Captura de clientes potenciales
- Comentarios/notas
- Contabilidad
- Contactos compartidos
- Controles o permisos de acceso
- Creación de informes y estadísticas
- Cualificación de leads
- Facturación
- Facturas personalizables
- Gestión de clientes potenciales
- Gestión de contactos
- Gestión de correo electrónico
- Gestión de documentos
- Gestión de flujos de trabajo
- Gestión de presupuestos
- Gestión de problemas
- Gestión de proveedores
- Gestión de proyectos
- Gestión de tareas
- Herramientas de colaboración
- Importación y exportación de datos
- Informes personalizables
- Métricas de rendimiento
- Panel de actividades
- Planificación y programación de proyectos
- Portal de autoservicio
- Presupuestos y estimaciones
- Priorización
- Recordatorios
- Segmentación
- Seguimiento costes hasta finalización
- Seguimiento de creación de informes y proyectos
- Seguimiento de estado
- Seguimiento de hitos
- Seguimiento de interacciones
- Seguimiento horas/gastos
- Third-Party Integrations
- Uso compartido de archivos
- Vista de Gantt/cronología

## Integraciones (en total: 9)

- Box
- Dropbox Business
- Evernote Teams
- Google Calendar
- Google Drive
- Google Workspace
- Microsoft Outlook
- QuickBooks Online
- Xero

## Opciones de asistencia

- E-mail/Help Desk
- Preguntas frecuentes/foro
- Base de conocimientos
- Asistencia telefónica

## Categoría

- [Software CRM](https://www.capterra.cl/directory/2/customer-relationship-management/software)

## Categorías relacionadas

- [Software CRM](https://www.capterra.cl/directory/2/customer-relationship-management/software)
- [Software de gestión empresarial](https://www.capterra.cl/directory/30532/business-management/software)
- [Herramientas para seguimiento de proyectos](https://www.capterra.cl/directory/31375/project-tracking/software)
- [Software de gestión de contactos](https://www.capterra.cl/directory/30016/contact-management/software)
- [Programas de facturación](https://www.capterra.cl/directory/30015/billing-and-invoicing/software)

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5. [Dynamics 365](https://www.capterra.cl/software/157279/dynamics-365) — 4.4/5 (5811 reviews)

## Opiniones

### "Working Etcetera with WorkETC.com" — 4.0/5

> **Emmett "Corky"** | *19 de mayo de 2016*
> 
> **Puntos a favor**: This is the most comprehensive and complete sales/project management/support/billing tool I have found anywhere online. I literally tried over 2 dozen competitors and combos of integrated CRM/PM/Acct/Support tools and cannot find a single competitor that does it all in one single unified system.&#13;&#10;&#13;&#10;The level of support from this company is nothing short of astounding and amazing and I use them a LOT to work through usage and bug issues when they arise but that leads to the cons. Read on.
> 
> **Puntos en contra**: In trying to use this system, you will need to realize that a tool set of this scope is going to need a lot of set up and configuration to be ready for use in your company. You need to be willing to spend some time on a learning curve, a slightly outdated interface (Im told a new release with a better UI/UX experience is coming very very soon) and you need to be willing to adapt to some of its quirks where it cannot be made to adapt to your needs in some cases. Most of these are not critical enough to deter usage, but it's not always perfect for everything.&#10;&#10;I find a lot of interface bugs and problems in using the software. Support is amazing when I report these bugs, and in general they continue to restore my confidence in the product every time I get frustrated with it. But there are bugs. Again, I'm told a huge overhaul update is imminent but it's clear that this platform has been evolving over the past half dozen years and that growth, as is typical for legacy systems has caused some inherent glitches. I strongly believe the company is trying as hard as they can to resolve every issue that the users report, and I will continue to try and use it for my company, because once again, there is nothing else at all on the market that compares in scope and completeness for my business needs.
> 
> I first encountered this product when it was barely a brand new company many years ago. At the time I was seeking a comprehensive business management solution for a small tech services business. At that time in history, there was nothing like this on the market at all, and I was enthusiastic about finding it. I tried hard to make it work, but back then, the company was very small and they were literally trying to tackle every possible business need with a very small team. I admit that all those years ago, the product wasn't ready yet for prime time, and I abandoned it for other options. &#13;&#10;&#13;&#10;Now, many years later (like 7 or 8 years?) I am starting a new business and once again on the hunt for the optimal toolset for my administrative, sales, project and accounting requirements. I remembered how comprehensive WorkETC was and came back to give them another look. I am now building my entire business process and workflow from CRM-Sales Lead -Conversion to Quote-Conversion to Sale-Project management-Billing-Support around the way this tool works. They have added mobile apps to the mix since my first experience with them and they look very solid so far.&#13;&#10;&#13;&#10;Overall, this product is the only toolset of it's kind that is this comprehensive in all facets of running a services and products based business. I strongly believe that it can work for almost any kind of requirements for any type of services. I am a fan and promote the tool to my own clients every chance I get. But there are some pros and cons which I will elaborate on in the following sections of this review.

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### "WORK\[etc\] connected our disconnected teams" — 5.0/5

> **Melissa** | *4 de julio de 2017* | Hospital y atención sanitaria | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: The project management component of WORKetc has been indispensable. I work in the healthcare industry and we manage outpatient programs at hospitals. My team is responsible for implementing new contracts and then we pass them over to the operations team for ongoing retention and support. With WORKetc we've been able to organize our new build and/or transitioning of programs into our organization well and simultaneously create historical data as we focus on long-term value and support to keep them.&#13;&#10;&#13;&#10;I also like the discussions feature within WORKetc. Before, we were utilizing Google Hangouts to talk about client needs, but now if we need to discuss a specific client issue, we can utilize the feature within WORKetc which means it's seamlessly connected to that account. It also integrates well with Google Drive, negating any duplication of document storage (a problem we've had in the past).&#13;&#10;&#13;&#10;The system also has great API functionality that we use to post data from WORKetc across another proprietary platform within our organization.  This allows our customers to stay current with things like implementation status, support ticket status, etc.
> 
> **Puntos en contra**: The integration with Gmail isn't amazing. It works but you have to really know exactly what you are looking for within WORKetc to be able to connect the email with the appropriate customer.&#13;&#10;&#13;&#10;The system can get pricey if you have corporate based users that don't interact with clients often enough to give them an account. For example, our media team creates customized videos for clients on an irregular basis, so paying for them to be in WORKetc all the time doesn't make sense. It would be nice if there was a way to setup tiered levels of users to account for irregular users.

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### "Expected More, Received Less\!" — 2.0/5

> **Charles** | *23 de febrero de 2013*
> 
> **Puntos a favor**: If software would perform to specifications, the system would be really good.&#10;Good Sales Support initially to sign up. &#10;Webinars are decent&#10;Easy Cancellation.
> 
> **Puntos en contra**: No support after purchase&#10;Staff tend to blame end user for their own shortcomings in tech support.&#10;Once they sign you up and collect he first month, they do not care whether you stay or not as they have your money. ToS states, no refund.
> 
> The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue. &#13;&#10;&#13;&#10;From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW\!&#13;&#10;Little did I know that this does not filter down to support\!&#13;&#10;&#13;&#10;The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though\!&#13;&#10;&#13;&#10;Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are\! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming. &#13;&#10;&#13;&#10;Support\! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business?&#13;&#10;&#13;&#10;2 starts for the product- would have been higher if I could actually have gotten to use it. &#13;&#10;&#13;&#10;0 starts for support&#13;&#10;&#13;&#10;5 stars for sales and marketing. &#13;&#10;&#13;&#10;Does this seem a little off balance to anyone? Not recommended\!

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### "It just makes day-to-day things easier\!" — 4.0/5

> **Christina** | *25 de septiembre de 2015* | Marketing y publicidad
> 
> **Puntos a favor**: The search feature WORK\[etc\] offers is probably the most useful and powerful tool in the system. It allows you to quickly find what you need to search for through every department in the CRM. Other nifty features are the numerous third party apps that allow you to utilize and take advantage of WORK\[etc\] through programs such as Outlook, Evernote, and other communication tools so that everything is tracked through WORK\[etc\] without additional effort. Customized Web-forms and Campaign features allow you to mass capture information and easily communication with clients without having to fuss with your regular email.
> 
> **Puntos en contra**: One big feature we would like to see from WORK\[etc\] is a client proofing system. Since we are a heavily graphic-based company and send numerous graphic assets to client at a time, it does get tedious having to upload attachments to an email in WORK\[etc\] where it allows you only to upload one at a time. A feature that would allow us to mass upload assets into a 'ticket' or even the customer portal, where the client could give live feedback would be a great addition to WORK\[etc\] and would definitely make WORK\[etc\] a forerunner in the CRM market that appeals to proof-based companies.
> 
> We've been on WORK\[etc\]'s platform for over 2 years now and it's hard to imagine how were keep communications with our clients and employees organized before with just emails and hand written notes\! WORK\[etc\]'s value lies in the cross-integration of all assets, including Contacts/Companies, Support Cases, Tags, Notes, Timekeeping and Discussions. What is great about WORK\[etc\], is that even if you don't use all of their features, the entire system is very a la carte where you can pick and choose what you need to use, but it all works fluidly together as one. For example, we haven't used the Financing area to bill clients as it's done through our parent company, but we do use the Expense tracker for reimbursements, which is nice to have a digital record of.

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### "You will not find a more supportive platform." — 5.0/5

> **Jerry** | *26 de septiembre de 2015* | Servicios financieros
> 
> **Puntos a favor**: The support is second to none&#10;Complete linkage between data fields&#10;Adapts to YOUR workflow, not forcing you to use the systems&#10;The custom field options are amazing.
> 
> **Puntos en contra**: The UI could use a little "feng shui", but I know that's on the roadmap&#13;&#10;Honestly, I haven't found any true cons yet, but I'm looking\!\!
> 
> I'll apologize for the lengthy review in advance, but hear me out.  My company is small...7 employees, but growing.  We rely on technology to help us serve our clients better while managing a very complex set of compliance requirements (on a daily basis) to meet regulatory demands.&#13;&#10;&#13;&#10;We needed a system that wouldn't force us to change our work flows to conform to theirs.  We've found that with WORKetc.&#13;&#10;&#13;&#10;On the CRM and Project modules, we use them extensively for lead management, regulatory filings and then annual management of our accounts.  I just can't explain the ease and natural progression of the Projects/Sub-projects/Tasks that support each of our processes...you just have to experience it.  Recently, I thought I had...I'll call her "Susan" (Queen of WORKetc New Client Onboarding) on the "auto-progressing" when it came to moving on to the next sub-project after completing the previous one.  Not going to happen, I'm thinking.  Know what she said?  "Yes, it will do that, but I think you might want to think about a different method that will be better for your process".  She then launched into a series of questions about our business and how we worked as a team.  What?&#13;&#10;&#13;&#10;Truthfully, customer service is what I want to finish with.  As you can gather, I'm a huge supporter of this platform.  I'm not paid to do this, not an employee, just a small business person trying to improve on what we do.  To help with that, I really needed a system that was backed with superb customer service so they could help us identify the best way to use the system.  Know of any platforms that provide that?  Incredibly rare, but I found one.  I've NEVER experienced the level of support that I've found here, and I've tried multiple platforms.&#13;&#10;&#13;&#10;WORKetc offers something called, "Quick Start".  Let me save you some time...do it.  The cost is offset against the subscription, so it's a no-brainer\!&#13;&#10;&#13;&#10;Save yourself a tremendous amount of headache...experience their service firsthand.  I promise you won't regret it.  If you'd like, reach out to me directly with questions or comments and I'll respond as soon as I can and share our best practices.  Maybe it will help you, maybe it won't, but I'm a believer in WORKetc and want to encourage other creative users to join in and make it even stronger.

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