About WorkBook

WorkBook contains a lot of features as well as being extremely user friendly. It runs equally great on both Mac's and PC's.

<strong>CRM</strong>
Activity tracking
Pipeline progress
Converting Pipelines to Projects
Email integration

<strong>PROJECT & RESOURCE MANAGEMENT</strong>
Task lists and resource scheduling
Gantt chart planning
Time sheet + iPhone app for time entry
Expense & Mileage entry
Cost estimation/quotes
Purchase orders
Billing
Document Management

<strong>FINANCE & ACCOUNTING</strong>
Accounts Payable/Receivable
Chart of Accounts
Work in progress
Accounts Payable voucher approval workflow
Finance budgeting
US/Canadian Sales Tax
Cheque payments
Bank payments
Bank Reconciliation
Subscription Management Module (automated billing)

WorkBook can also be integrated to other finance systems if you prefer to use an existing system instead of the built-in accounting system.

WorkBook is complying with SOX regulations.

Pricing starting from:

€20,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of WorkBook

WorkBook is a leading software solution tailored for the Professional Services Industry. It contains a lot of great tools for collaboration in your organization. Unlike many other plug and play project management app's found on the internet, WorkBook contains all the necessary functionality to run your project driven business. WorkBook provides a much deeper level of functionality than the competition.
You can choose to include all modules (CRM, Project and Resource Management and Accounting) or simply just pick the modules you need. You only pay for what you need.

Devices

Business size

S M L

Pricing starting from:

€20,00/month

  • Free Trial
  • Free Version
  • Subscription

Images

Gantt scheduling
Kanban task lists
Integrated collaboration and notifications
Easily create price quotes with your own layout and design
Global scheduling
Easy task overview
Create and send invoices directly from within WorkBook
Integrate to your file server to keep everything in one place
Enter and keep track of personal expenses
Multiple ways of entering time to your time sheet
CRM + Pipeline management with complete cash forecasting
Easily create briefings and templates for jobs and tasks
View 13 more
WorkBook video
WorkBook screenshot: Gantt scheduling WorkBook screenshot: Kanban task lists WorkBook screenshot: Integrated collaboration and notifications WorkBook screenshot: Easily create price quotes with your own layout and design WorkBook screenshot: Global scheduling WorkBook screenshot: Easy task overview WorkBook screenshot: Create and send invoices directly from within WorkBook WorkBook screenshot: Integrate to your file server to keep everything in one place WorkBook screenshot: Enter and keep track of personal expenses WorkBook screenshot: Multiple ways of entering time to your time sheet WorkBook screenshot: CRM + Pipeline management with complete cash forecasting WorkBook screenshot: Easily create briefings and templates for jobs and tasks

Features

Total features of WorkBook: 56

  • API
  • Accounting
  • Activity Management
  • Agile Methodologies
  • Alerts/Notifications
  • Bank Reconciliation
  • Billing & Invoicing
  • Budget Management
  • CRM
  • Campaign Management
  • Client Portal
  • Collaboration Tools
  • Commenting / Notes
  • Contact Management
  • Cost-to-Completion Tracking
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Drag & Drop
  • Email Invitations & Reminders
  • Expense Claims
  • File Sharing
  • Financial Management
  • Gantt/Timeline View
  • Idea Management
  • Invoice Management
  • Issue Management
  • Kanban Board
  • Leave Tracking
  • Meeting Management
  • Milestone Tracking
  • Monitoring
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Projections
  • Purchase Order Management
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Reports
  • Support Ticket Management
  • Task Management
  • Task Planning
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Vacation/Leave Tracking

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HarmonyPSA

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Trello

4,5
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From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work...

Scoro

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Reviews

Overall rating

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

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Showing 5 reviews of 45
Martin C.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

overall, very positive.

Reviewed on 2018/06/28

Pros

excellent resource planning and project management, good summary information for PMs. easy to use. HTML interface is much better than Silverlight now.

Cons

a lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up.

As an engineering firm and not an agency, we feel that sometimes our core requirements are disregarded, or overlooked.

Erik T.
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  • Review Source

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  • Ease of Use
  • Customer Support

Workbook

Reviewed on 2015/05/27

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different...

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. They really have an extensive solution for all parts of our business; from CRM, to Cost calculations, Quotation, resource planning, time reporting, flex-hour handling to billing and accounting and analysis all in the same interface. The platform also handles global multi-regional clients and billing in a good way. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there.

Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies.

Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees.

Diana J.
Overall rating
  • Industry: Design
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

The tool that best adapts to our needs, very difficult to implement

Reviewed on 2020/06/09

That the team is familiar with the infinity of options that it offers you is an impossible task,...

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Pros

I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal.

Cons

Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this.

Dolan H.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

UK Agency Review

Reviewed on 2015/05/27

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had...

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company.

Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve.

It is intuitive and easy to use that the key component areas of timesheets and budgets that the majority of staff use have been adopted enthusiastically. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product.

Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business.

I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly.

Tomasz W.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Extraordinary tool with good support

Reviewed on 2015/05/27

We've been running our consulting and accounting business for over 20 years. Most of the time we...

We've been running our consulting and accounting business for over 20 years. Most of the time we used various project management, time tracking and billing systems. Last year we decided to introduce WorkBook and replace the previous system we used.

As we knew what we needed, the implementation was fast (approx. 5 working days). The new solution was easily accepted by all people in our organization and we didn't experience any challenges in this area, opposite to previous systems.

Some features that were important for us:
- multi-language interface,
- invoicing in many currencies and languages,
- direct access to the database allowing easy creation of own reports and integration with other systems we use,
- easy administration,
- ticket system for quality management system,
- conversations that are very useful not only for communication, but also making reports of the minutes and tracking various project activities.

When we started using the Polish interface we found many translations inaccurate or even funny. We were not very happy about it, however the translation tool allows us not only to adjust the translations to the Polish language, whenever we find a mistake, but also to the nomenclature we use internally.

The only thing we miss is a wiki module that would allow to describe the internal processes and tracking their changes.

The customer service answers very fast, what is not to overestimate these days - 5 stars in each category.

Showing 5 reviews of 45 Read all reviews

WorkBook FAQs

Below are some frequently asked questions for WorkBook.

WorkBook offers the following pricing plans:

  • Starting from: €20,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

It is recommended that you are a minimum of 15 users in order to reap the full rewards of using WorkBook. Pricing starts from €20 / $27 per user per month. You choose the modules you require and pay per user per month thereafter.

We do not have any information about WorkBook features

WorkBook has the following typical customers:

201-500, 501-1 000, 1 001+

We do not have any information about what languages WorkBook supports

WorkBook supports the following devices:

WorkBook integrates with the following applications:

ActiveCampaign, Dropbox Business, Dynamics 365, Google Drive, Google Workspace, OneDrive, Storagepipe Email Archiving

WorkBook offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for WorkBook.