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

  • Oct 17

    Gimmal Workplace Compliance Prepares for GDPR

    With the EU's General Data Protection Regulation (GDPR) scheduled to come into force next May, information management vendor Gimmal is upgrading its flagship solution, Workplace Compliance, to help businesses stay on the right side of the new regulations. As part of the upgrade, Houston-based G...Read more

  • Oct 13

    Microsoft's Windows 10 Accused of Breaching Dutch Data Privacy Laws

    The Dutch Data Protection Authority (DPA) has accused Microsoft of breaching Dutch law by harvesting data of those who use its Windows 10 operating system. In a statement issued Oct. 13th, the DPA stated Redmond, Wash. Continue reading...

  • Oct 13

    Box Graph Connects Content and People and Other News

    San Francisco-based Box concluded its annual conference yesterday, following three days of upgrade announcements and significant releases. One of those releases — Skills — brought artificial intelligence  (AI) into the Box platform. The other notable addition is the introd...Read more

Add a Product  

Suggest a Product

1 2 3