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Project Management Software

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What is WorkBook?

WorkBook is a suite of integrated business applications offered through a software-as-a-service (SaaS) solution. The platform combines the features and functionalities of project management, customer relationship management (CRM), and financial management systems. With WorkBook, companies can enjoy seamless operations on several facets of business management, such as time tracking of employees, monitoring of resources, client billing, following sales opportunities and more.

The system is offered as a modular productivity tool that provides users with powerful features and can combine and replace existing business applications. It also boasts flexibility that enables users to choose the modules that suit their demands and requirements.

Overview of WorkBook Benefits

WorkBook is virtually three systems rolled into one powerful package. Fusing CRM and sales monitoring, project and resource management, and financial and accounting management into one neat and comprehensive platform, WorkBook presents a throng of possibilities that will surely take your business to a higher level of productivity and output.

  • Thorough and reliable sales pipeline forecasting
  • Simple and fast organization and addition of clients, prospects, and contact information
  • Smooth exchange of information among users for better collaboration
  • Users will enjoy importing and syncing capabilities with MS Outlook and other applications
  • Monitor and allocate resources easily and fast
  • You can track progress to ensure projects are on time and resources are not overworked
  • Client portal offers easy access to information and facilitates collaboration
  • You can know and manage the company’s receivables and payables in real time
  • Social network presence in Facebook, Twitter, YouTube, and LinkedIn

WorkBook offers modules such as: CRM, pipeline, financial forecast, a powerful reporting tool, tasks and support ticket management with agile methodology that is ideal for developers and/or scrum masters. As a full-suite multi-function agency management solution, WorkBook offers a wide array of benefits, such as end-to-end operational integration, enhanced visibility in each element of agency operations, consolidated agency communications, streamlined organizational management using a single tool, and smart project scheduling.

Its intuitive, functional design enables your business to incorporate every project and resourcing management task into a single, straightforward platform, which is proven to enhance staff and team performance. WorkBook also merges all your operational processes to allow you to have a complete picture of your entire transactions with your agency, covering expenses, performance, capability, and expected incoming business.

WorkBook has a clear differentiation aspect as the vendor custom builds each client’s system installation in an effort to define the exact business workflow and processes to deliver a solution that is 100% defined based on who they are. The customer workflow leads approval processes and the overall behavior throughout the interface in order to guide users, based on their role in their company, to accomplish tasks without hurdles. Also, the vendor’s experienced implementation team has the business knowledge and expertise to provide guidance without outsourcing, allowing them to provide quick and easy implementation for a smooth transition.

Overview of WorkBook Features

  • Easy Adding Prospects And Contacts
  • Activities & Follow-Up List
  • Saving Files
  • Adding Pipelines With Weighted Revenue
  • Integration To Activecampaign For Email Marketing
  • Logging Progress Of Sales Activities
  • Pipeline Forecasting / Cash-Flow Forecasting Dashboard For The Next 12 Months
  • Manage Contacts On Lists
  • Sync Contacts To Outlook And Google Contacts
  • Easy Conversion Of A Pipeline To A Project
  • Easy Adding Projects & Tasks
  • Follow-Up On Tasks Assigned -> Hours Allocated -> Hours Used
  • Collaboration With Team Members And Get Instant Notifications
  • Saving Files To Projects And Comment On Them
  • Upload Briefings To Ensure All Team Members Knows What To Do
  • Create Great Looking Price Quotes And Invoices That Can Be Emailed To The Client
  • Add All Cost Elements To The Project
  • Integration To Email And Calendar (Outlook And Gmail)
  • Request Supplier Quotes And Create Purchase Orders
  • Create Gantt Charts And Link Tasks (Bindings)
  • Collaborate With Your Client Through The Client Portal
  • Follow-Up On Client/Project/Employee Profitability
  • Traffic Views For Resource Planning Including Calendar View
  • Really Easy Time Sheet/Expense Entry On Iphone & Ipad App
  • Start & Stop Timer
  • Chart Of Accounts And Easy Journal Entry
  • 21 Built-In Dimensions + 10 Custom Defined Dimensions
  • General Ledger Imports
  • Automatic Posting Of Project Related Costs To System Accounts
  • Accounts Payable & Accounts Receivable With Balance Ageing
  • Cheque Cutting And Bank Integration
  • Intelligent OCR Supplier Invoice Scanning And Electronic Approval
  • Flexible Customizable Finance Reports
  • Accounts Receivable Due Invoices Reminder
  • Accounts Receivable Interest Calculation
  • Bank Reconciliation
  • Multi-Company, Multi-Currency And Inter-Company Transactions/Settlement
  • Flexible Accounting Period Control
  • Financial Budgets
  • Numerous Data Exports
  • Flexible Sales Tax And Vat Setup
  • Sox Compliant
  • Subscription Module For Automatic Billing
  • Credit Card Integration For Expense Entries
  • Numerous Views For Controlling And Follow-Up
  • Business Intelligence, Dashboard & Report Writer Add-On

What Problems Will WorkBook Solve?

You can see your pipeline forecast for the next 12 months

WorkBook offers a complete CRM and dashboard like pipeline forecasting module, that enables its clients to see what potential projects are close to being signed.

You can see your profitability on each individual client and project

You can run your profitability reports on many different sets of data and you can slice & dice the built in reports exactly like you want.

You can see your P/L and balance sheet reports and run project accounting in one system

With WorkBook, you can run your P/L reports and balance sheets as well as have a full financial overview on your business using only one system.

Faster Implementation – In 2012, Client X needed a software solution for their 12 office locations and 550 users, that could streamline their time sheets, resources management, project management and administrative processes. After two demos in two weeks they chose WorkBook. WorkBook was implemented in less than two weeks after signing, starting off in Dubai. It took about 1½ months to roll out and train the entire staff.

Everyday Life – Client Y is known and honored for their groundbreaking work throughout the world between social challenges and architecture. Their aim is to create better cities in the form of living and human-oriented urban space that emphasizes a varied and diverse life. Client Y has used WorkBook project management and financial system since 2008. “The need for a professional system rose as our business grew. In 2008 we reached a realization that we could no longer get by with more or less self-composed systems and various spreadsheets. We needed a system that helped us improve project management and not the least time tracking. The system is uncluttered, user-friendly, and easy to use. The implementation of the system was easy and painless and we quickly got started. Shortly after we decided to add WorkBook’s financial system, so there was the possibility of full integration between both project and finance. The financial system is a good fit for us. It has the features and capabilities we need. So WorkBook has become a part of our everyday life.”

Streamlining – Client Z needed a software solution that could streamline their project management and administrative processes. They recognized the need to find a solution that could handle their rapid growth, give them greater control of their business processes, and integrate with their existing finance system and 13 years later they still run on WorkBook. “WorkBook helps our processes run smoothly. It reduces the time spent on reporting and data management while preventing any mishaps. I can always pull the latest statistics and data when I need it. I believe that we’ve been able to reduce our administrative operations by 50% since we adopted the system. To the best of my knowledge, it’s the best solution in the market – no other system delivers the same competencies.” Considering the size and architecture of Client Z as a company, it is vital to have a system that allows full transparency in client management and project accounting. “The system allows good accessibility to files and company resources – enabling us to share them across the agencies. WorkBook is favorably adapted to our business – project management. But it’s also easy to use for others. Even our creatives can use it. Our creatives are always very busy but not always very structured. WorkBook helps them manage their time, register hours, and book their schedules in an efficient and systematic way.”

Awards & Quality Certificates


WorkBook Position In Our Categories

Position of WorkBook in our main categories:


WorkBook is one of the top 500 Project Management Softwareproducts


WorkBook is one of the 50 Resource Management Softwareproducts


WorkBook is one of the 500
Project Management Software products


WorkBook is one of the 50
Resource Management Software products

If you are considering WorkBook it might also be beneficial to examine other subcategories of Best Project Management Software gathered in our database of SaaS software reviews.Professional Services Automation Software - PSA, Time Tracking Software, Field Service Management Software - FSM

It is essential to realize that hardly any software in the Project Management Software category is going to be a perfect solution that can match all the requirements of different business types, sizes and industries. It may be a good idea to read a few WorkBook reviews first as specific solutions may dominate just in a very small set of applications or be designed with a really specific industry in mind. Others may function with an intention of being simple and intuitive and consequently lack advanced functions welcomed by more experienced users. You can also come across apps that focus on a broad group of customers and provide a powerful feature base, however that usually comes at a higher cost of such a solution. Be certain that you're aware of your needs so that you select a solution that provides specifically the functionalities you search for.

How Much Does WorkBook Cost?

WorkBook Pricing Plans:
Free trial
$19 per user/month

WorkBook offers a very flexible pricing scheme that enables you to choose modules and add-ons that will suit your company or your role. Basic plan starts at $19 per user per month (30 users minimum) and includes the following features:

  • Timesheet
  • Unlimited customers and projects
  • Collaboration features
  • File sharing

Advanced tools such as Invoicing and Billing, Resource Planning and Gantt Charts, Price Quotes, etc. can be added for an additional cost.

User Satisfaction

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and WorkBook reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with WorkBook. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are WorkBook pricing details?

WorkBook Pricing Plans:
Free trial
$19 per user/month

WorkBook offers a very flexible pricing scheme that enables you to choose modules and add-ons that will suit your company or your role. Basic plan starts at $19 per user per month (30 users minimum) and includes the following features:

  • Timesheet
  • Unlimited customers and projects
  • Collaboration features
  • File sharing

Advanced tools such as Invoicing and Billing, Resource Planning and Gantt Charts, Price Quotes, etc. can be added for an additional cost.

What integrations are available for WorkBook?

WorkBook supports integrations with the following business applications:

  • ActiveCampaign
  • Google Drive
  • SAP Financials OnDemand
  • Email Archiving
  • Microsoft Dynamics NAV in the Cloud
  • Microsoft Dynamics AX
  • Dropbox
  • Replicon Professional Services Automation Software
  • Microsoft Business Solutions
  • Google Mail and Calendar
  • Microsoft Outlook
  • MagPeople
  • Dynamis AI
  • Readsoft

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