Forecast is a complete PSA platform for improving operational and financial performance of professional services companies by uniting project management, resource management, finance & billing, time tracking, and business intelligence in one AI-powered software.
Forecast is a complete PSA platform for improving operational and financial performance of professional services companies by uniting project...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials
WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.
WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • FAQs
  • Forum
  • Knowledge Base
  • Online Support
  • Phone Support
  • Video Tutorials

Starting from

US$29,00/month

  • One Time License
  • Subscription

Starting from

€20,00/month

  • One Time License
  • Subscription

Overall rating

4,5 /5
(51)
Ease of Use
4,3/5
Features & Functionality
4,4/5
Customer Service
4,6/5
Value for Money
4,5/5

Overall rating

4,1 /5
(45)
Ease of Use
3,8/5
Features & Functionality
3,5/5
Customer Service
4,3/5
Value for Money
3,7/5

Total features 105

  • @mentions
  • API
  • Access Control
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Approval Process Control
  • Automated Scheduling
  • Automatic Notifications
  • Bank Reconciliation
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting
  • Bug Tracking
  • Burndown Charts
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Capacity Management
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Contact Management
  • Customer Database
  • Customizable Reporting
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Demand Planning
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Email Invitations & Reminders
  • Estimating
  • Expense Claims
  • Expense Tracking
  • File Management
  • Financial Management
  • Forecasting
  • Gantt Charts
  • Goal Setting / Tracking
  • Invoice Management
  • Issue Tracking
  • Labeling
  • Leave Tracking
  • Meeting Management
  • Microsoft Outlook Integration
  • Monitoring
  • Multi-Department / Project
  • Multiple Projects
  • Performance Reports
  • Permission Management
  • Planning Tools
  • Portfolio Management
  • Prioritizing
  • Progress Reports
  • Progress Tracking
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchase Order Management
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receipt Management
  • Reporting & Statistics
  • Resource Allocation
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Sales Tracking
  • Search Functionality
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Third Party Integration
  • Timeline Management
  • Timer
  • Timesheets
  • To-Do List
  • Vacation Tracking
  • Workflow Management

Total features 48

  • @mentions
  • API
  • Access Control
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Approval Process Control
  • Automated Scheduling
  • Automatic Notifications
  • Bank Reconciliation
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting
  • Bug Tracking
  • Burndown Charts
  • Business Intelligence
  • CRM Integration
  • Calendar Management
  • Capacity Management
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Contact Management
  • Customer Database
  • Customizable Reporting
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Demand Planning
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Email Integration
  • Email Invitations & Reminders
  • Estimating
  • Expense Claims
  • Expense Tracking
  • File Management
  • Financial Management
  • Forecasting
  • Gantt Charts
  • Goal Setting / Tracking
  • Invoice Management
  • Issue Tracking
  • Labeling
  • Leave Tracking
  • Meeting Management
  • Microsoft Outlook Integration
  • Monitoring
  • Multi-Department / Project
  • Multiple Projects
  • Performance Reports
  • Permission Management
  • Planning Tools
  • Portfolio Management
  • Prioritizing
  • Progress Reports
  • Progress Tracking
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Purchase Order Management
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receipt Management
  • Reporting & Statistics
  • Resource Allocation
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Sales Tracking
  • Search Functionality
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Third Party Integration
  • Timeline Management
  • Timer
  • Timesheets
  • To-Do List
  • Vacation Tracking
  • Workflow Management
  • ActiveCampaign
  • Asana
  • Dropbox Business
  • Dynamics 365
  • GitHub
  • Google Drive
  • Google Workspace
  • Harvest
  • Jira
  • Microsoft OneDrive
  • ActiveCampaign
  • Asana
  • Dropbox Business
  • Dynamics 365
  • GitHub
  • Google Drive
  • Google Workspace
  • Harvest
  • Jira
  • Microsoft OneDrive