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Average Ratings 47 Ratings

Total
ease
features
design
support

Description

A customer relationship management (CRM) system is perfectly designed for professionals and teams seeking an effective and straightforward solution. Enjoy unlimited features for a monthly fee per user, with no binding contracts required, and kick off your experience with a complimentary 14-day trial. By incorporating Pareto Systems' best practices, you can attract and retain high-quality clients for your business. The system boasts an innovative tab navigation feature that promotes quick and efficient work habits. You can conveniently monitor crucial details about your processes and client communications, while rest assured that sensitive client information is protected with bank-level encryption and stored in geo-redundant data centers. Additionally, our experienced support team is available to assist you from 6 AM to 4 PM Pacific Time, Monday through Friday. You can open multiple tabs to access various Contacts, Accounts, Tasks, and your Calendar simultaneously, allowing for seamless navigation between records to quickly locate necessary information. By keeping track of essential client details such as Family, Occupational, Recreational interests, and Financial information, you can cultivate stronger relationships with your clients. This comprehensive approach ensures that you have all the tools at your disposal to enhance your client interactions effectively.

Description

Worksection is an all-in-one project management and collaboration platform that replaces five separate tools — a task manager, planner, time tracker, work chat, and file storage — with one system on a single per-user price. Built since 2008 for teams of 5 to 50+ people — marketing agencies, IT, consulting, manufacturing, construction and professional services — and especially for teams that bill clients by the hour. Plan and run work your way: tasks and multi-level subtasks, Gantt charts, Kanban boards, a shared calendar and clear statuses. Track time with a built-in timer and hourly rates, compare planned vs. actual cost, and turn it into client-ready reports. Discussions live inside each task, files are stored next to the work they belong to, and dashboards give managers the full picture at a glance. Unlike tools that sell time tracking and client billing as paid add-ons, both are built into Worksection. It is free for teams up to 5 users, GDPR and ISO 27001 certified, and available in 11 languages. No setup project, no consultants — sign up, invite your team, and start working.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

SaveMyLeads No 
Slack No 
Telegram No 
Time Doctor No 

Integrations

SaveMyLeads Yes 
Slack Yes 
Telegram Yes 
Time Doctor Yes 

Pricing Details

$29 per user month
Free Trial Yes 
Free Version No 

Pricing Details

$5/user/month
Per-user pricing. Free for up to 5 users. Paid plans: Basic $5, Business $10, Premium $15 per user/month. Annual billing -25%, 2-year -30%.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Blue Square Apps

Country

Canada

Website

www.bluesquaretoolkit.com

Vendor Details

Company Name

Worksection

Founded

2008

Country

Kyiv, Ukraine

Website

worksection.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Collaboration

Brainstorming No 
Calendar Management No 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing No 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring Yes 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop No 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates No 
Offline Time Tracking Yes 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

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