WorkBook contains key functionalities for the Professional Services Industry and especially target Architects, Advertising, Consultancies and Engineering companies. It is used by many organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource capacity, billing as well as integrated accounting. Users can choose what modules to include in their system and only pay for what they use.

CRM

Activity tracking

Pipeline progress

Document Management

Email integration

PROJECT & RESOURCE MANAGEMENT

Task lists and resource scheduling

Gantt chart planning

Time sheet + iPhone app for time entry

Expense & Mileage entry

Price 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/CAN sales tax

Cheque payments

Bank payment

Bank Reconciliation

Subscription Management Module (automated billing)

WorkBook can also be integrated to other finance systems if the user prefers to use an existing system instead of the built-in accounting system.

WorkBook is complying with SOX regulations.

Product Details

Product
WorkBook
Company
WorkBook Software
HQ Location
Denmark
Year Founded
2001
License
Commercial
Deployment
SaaS, On-Premise

Tags

Primary Use Cases

CRM, Project & Resource Management, Accounting.

Related News

  • Feb 20

    Using AI to Improve Productivity, More News

    Intelligent voice-based assistants from Amazon, Google and nearly every tech heavyweight are becoming commonplace, making daily tasks quicker, more efficient and even entertaining. But should we really care? Will the impact be that great? Arguably, yes. Continue reading...

  • Feb 20

    Hyland Releases AirBase: ECM 'Lite' for SMBs

    Don't be fooled by the "enterprise" in enterprise content management — medium and small businesses need to manage their content and data too. Westlake, Ohio-based Hyland, developer of the OnBase enterprise content management system (ECM), are releasing a new product designed specifically...Read more

  • Feb 17

    How to Fortify Your Network for the IoT Revolution

    As more and more devices gain internet-connectivity, security measures have to change. Experts estimate every person will own about 25 devices connected devices by 2020. Many of these items, such as refrigerators and televisions, will remain in the home. But some of them will make their way to...Read more

Add a Product  

Suggest a Product

1 2 3