WorkBook

WorkBook

Project Management & Resource Management, Accounting & CRM solution for advertising agencies

4.2/5 (41 reviews)

WorkBook Overview

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

CRM
Activity tracking
Pipeline progress
Converting Pipelines to Projects
Email integration

PROJECT & RESOURCE MANAGEMENT
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

FINANCE & ACCOUNTING
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/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Danish, Dutch, English, Finnish, German and 3 others, Norwegian, Spanish, Swedish

WorkBook Reviews

Overall rating
4.2/5
85% positive reviews
18
Excellent
17
Very good
4
Average
2
Poor
0
Terrible
Martin C.

overall, very positive.

Used Daily for 2+ years
Reviewed on 2018/06/28
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Erik T.

Workbook

Reviewed on 2015/05/27
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Dolan H.

UK Agency Review

Reviewed on 2015/05/27
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Tomasz W.

Extraordinary tool with good support

Reviewed on 2015/05/27
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Fred P.

The right decision

Used Daily for 1+ year
Reviewed on 2019/03/17
Review Source: Capterra

Overall we are very pleased with the decision we made

Pros

Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles

Cons

Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
8.4/10
Based on 41 reviews
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WorkBook Pricing

Starting from
€20/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

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.

Value for Money
4.5/5
Based on 41 reviews
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WorkBook Features

  • API
  • Automatic Notifications
  • Collaboration Tools
  • Commenting
  • Drag & Drop Interface
  • Gantt Charts
  • Progress Tracking
  • Project Management
  • Project Planning
  • Projections
  • Task Management
  • Timesheets

  • Activity Dashboard
  • Activity Tracking
  • Collaborative Workspace
  • Prioritizing
  • Project Time Tracking
  • Project Tracking
  • Task Tracking
  • Third Party Integration
Features
4.1/5
Based on 41 reviews
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Additional information for WorkBook

Key features of WorkBook

  • 300+ built-in reports and a report editor included
  • API
  • Built-in Accounting or integration to another finance system
  • CRM & Pipeline Management
  • Collaboration
  • Customer Portal
  • Inter-company settlement
  • Multi-company / Multi-currency / Multi-language
  • Project Management
  • Resource Management
  • Subscription Management
  • Time, expense, material and mileage entry

Benefits

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.

WorkBook FAQs

Below are some frequently asked questions for WorkBook.

Q. What type of pricing plans does WorkBook offer?

WorkBook offers the following pricing plans:

Starting from: €20/month

Pricing model: One Time License, 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.

Q. What are the main features of WorkBook?

WorkBook offers the following features:

  • 300+ built-in reports and a report editor included
  • API
  • Built-in Accounting or integration to another finance system
  • CRM & Pipeline Management
  • Collaboration
  • Customer Portal
  • Inter-company settlement
  • Multi-company / Multi-currency / Multi-language
  • Project Management
  • Resource Management
  • Subscription Management
  • Time, expense, material and mileage entry

Q. Who are the typical users of WorkBook?

WorkBook has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does WorkBook support?

WorkBook supports the following languages:

Danish, Dutch, English, Finnish, German, Norwegian, Spanish, Swedish

Q. What type of pricing plans does WorkBook offer?

WorkBook has the following pricing plans:

One Time License, Subscription

Q. Does WorkBook support mobile devices?

WorkBook supports the following devices:

iPhone

Q. What other apps does WorkBook integrate with?

WorkBook integrates with the following applications:

ActiveCampaign, ActiveCampaign, Dropbox, G Suite, Google Drive, Microsoft Dynamics AX, Microsoft Dynamics NAV in the Cloud, RepliconPPM, SAP Financials OnDemand, Storagepipe

Q. What level of support does WorkBook offer?

WorkBook offers the following support options:

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