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.
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