WorkBook

Project & Resource Management for Advertising Agencies

4.1 /5 (46 reviews) Write a Review!

WorkBook Overview

What is WorkBook?

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.

WorkBook Overview

Pricing

Starting from
€20.00/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.


WorkBook Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
Danish, Dutch, English, Finnish, German and 3 others, Norwegian, Spanish, Swedish

Media

Gantt scheduling
Kanban task lists
Integrated collaboration and notifications
Easily create price quotes with your own layout and design
Global scheduling
Easy task overview
Create and send invoices directly from within WorkBook
Integrate to your file server to keep everything in one place
Enter and keep track of personal expenses
Multiple ways of entering time to your time sheet
WorkBook video WorkBook screenshot: Gantt scheduling WorkBook screenshot: Kanban task lists WorkBook screenshot: Integrated collaboration and notifications WorkBook screenshot: Easily create price quotes with your own layout and design WorkBook screenshot: Global scheduling WorkBook screenshot: Easy task overview WorkBook screenshot: Create and send invoices directly from within WorkBook WorkBook screenshot: Integrate to your file server to keep everything in one place WorkBook screenshot: Enter and keep track of personal expenses WorkBook screenshot: Multiple ways of entering time to your time sheet

WorkBook Reviews

WorkBook Reviews

Overall rating
4.1
/
5
Excellent
18

Very good
18

Average
8

Poor
2

Terrible
0

Value for Money
3.9
Features
3.6
Ease of Use
3.8
Customer Support
4.3
78% recommended this app
Martin C.

overall, very positive.


Erik T.

Workbook

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.


Diana J.

The tool that best adapts to our needs, very difficult to implement

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.


Dolan H.

UK Agency Review

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.


Tomasz W.

Extraordinary tool with good support

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.


Martin C.

overall, very positive.

Used Daily for 2+ years
Reviewed on 28/06/2018
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 27/05/2015
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

Diana J.
Industry: Design
Company size: 11-50 Employees

The tool that best adapts to our needs, very difficult to implement

Used Daily for 1+ year
Reviewed on 9/06/2020
Review Source: Capterra

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Pros

I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal.

Cons

Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Dolan H.

UK Agency Review

Reviewed on 27/05/2015
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 27/05/2015
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

User recommendation
6.7/10
Based on 46 user ratings
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WorkBook Pricing

WorkBook Pricing

Starting from
€20.00/month
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.

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
3.9/5
Based on 46 user ratings
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WorkBook Features

WorkBook Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritising
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
3.6/5
Based on 46 user ratings
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Categories

Additional information for WorkBook

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

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: €20.00/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 Business, Dynamics 365, Google Drive, Google Workspace, Microsoft OneDrive, 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