TrustRadius
Best Professional Service Management tool
https://www.trustradius.com/project-managementWorkBookUnspecified8.34101
Frants E. Moraitis profile photo
April 12, 2018

Best Professional Service Management tool

Score 10 out of 101
Vetted Review
Reseller
Review Source

Overall Satisfaction with WorkBook

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
  • 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
Timelog, e-conomic project module and podio
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

WorkBook Feature Ratings

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