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 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.
CRM & PIPELINE
Securing the next generation of clients and making sure that your sales funnel is populated with new projects is key to succeeding.
PROJECTS & RESOURCES
Project Management is the discipline of planning, organizing, motivating, and controlling resources to achieve specific goals. We believe it’s a matter of having the right software to help you define the scope, time, quality and budget.
FINANCE & ACCOUNTING
The integrated Finance & Accounting module is really what separates WorkBook from the thousands of other Project Management systems out there.
BENEFITS & SERVICES
There is of course a lot more to us than just the business system! Here you can read about help, support & hotline, feature requests, software updates, technical information, Integrations and API, SaaS & hosting.
PLANS & PRICING
We take great pride in delivering the best and most integrated software solution for your project-driven business you have ever seen.
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