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https://dudodiprj2sv7.cloudfront.net/product-logos/bW/Zh/9U8O3XXL71GP.JPEGBest Professional Service Management toolAs a full ERP system with CRM, project management, finance and communication on projects,Workbook handles all processes in a consultancy company Workflow options on all thinkable processes Support global growth and intercompany management Strong planning tool Able to manage multiple clients to one project Advanced template set-up The communication module, so all relevant information is available on the projects Flexible planning and project management,Lot of options - Demands training of the users before they can use if fully,10,Faster month end finance closing Stronger control of project contribution margin Higher quality of our project management 1 system for CRM, finance and project management gives a higher workflow quality,
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WorkBook
3 Ratings
Score 8.5 out of 101
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WorkBook Reviews

WorkBook
3 Ratings
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Score 8.5 out of 101
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Frants E. Moraitis profile photo
April 12, 2018

WorkBook Review: "Best Professional Service Management tool"

Score 10 out of 10
Vetted Review
Reseller
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As a full ERP system with CRM, project management, finance and communication on projects
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
  • Lot of options - Demands training of the users before they can use if fully
For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
Read Frants E. Moraitis's full review

WorkBook Scorecard Summary

Feature Scorecard Summary

Task Management (1)
10
Resource Management (1)
10
Gantt Charts (1)
10
Scheduling (1)
9
Workflow Automation (1)
9
Team Collaboration (1)
9
Support for Agile Methodology (1)
10
Support for Waterfall Methodology (1)
10
Document Management (1)
9
Email integration (1)
9
Mobile Access (1)
8
Timesheet Tracking (1)
10
Change request and Case Management (1)
10
Budget and Expense Management (1)
8
Quotes/estimates (1)
10
Invoicing (1)
9
Project & financial reporting (1)
9
Integration with accounting software (1)
10

About WorkBook

Born in Copenhagen, Denmark, WorkBook is a worldwide leading project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with modular pricing to fit a company’s needs. The vendor aims to help companies reduce redundant administrative processes and give an international agency a complete view of the business.

WorkBook Features

Project Management Features
Has featureTask Management
Has featureResource Management
Has featureGantt Charts
Has featureScheduling
Has featureWorkflow Automation
Has featureTeam Collaboration
Has featureSupport for Agile Methodology
Has featureSupport for Waterfall Methodology
Has featureDocument Management
Has featureEmail integration
Has featureMobile Access
Has featureTimesheet Tracking
Has featureChange request and Case Management
Has featureBudget and Expense Management
Professional Services Automation Features
Has featureQuotes/estimates
Has featureInvoicing
Has featureProject & financial reporting
Has featureIntegration with accounting software
Additional Features
Has featureCRM
Has featureScrum

WorkBook Screenshots

WorkBook Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?Required

BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.

WorkBook Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS
Supported Countries:Global
Supported Languages: English