WorkBook Pricing, Features, Reviews & Comparison of Alternatives

WorkBook Reviews

WorkBook

Project Management & Resource Management, Accounting & CRM solution for advertising agencies

4.33/5 (36 reviews)
406

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.
www.workbook.net

WorkBook Overview

Pricing

Starting from: €20.00/month
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)
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Devices

Web
Android
iOS

Business size

S
Small
M
Medium
L
Large
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WorkBook screenshot: Gantt schedulingWorkBook screenshot: Kanban task listsWorkBook screenshot: Integrated collaboration and notificationsWorkBook screenshot: Easily create price quotes with your own layout and designWorkBook screenshot: Global schedulingWorkBook screenshot: Easy task overviewWorkBook screenshot: Create and send invoices directly from within WorkBookWorkBook screenshot: Integrate to your file server to keep everything in one placeWorkBook screenshot: Enter and keep track of personal expensesWorkBook screenshot: Multiple ways of entering time to your time sheetWorkBook screenshot: CRM + Pipeline management with complete cash forecastingWorkBook screenshot: Easily create briefings and templates for jobs and tasks

WorkBook Reviews (36)

Latest reviews

 Good, robust agency software

We are a full service marketing agency who started using WorkBook in the last year. The software has been great at addressing a lot of our project management needs such as resource scheduling and project timelines and management. We started using the software in the midst of their transition ...

Read the full review
Reviewed 15th of February by Micaiah Norby

 

 Bilsing Automation GmbH

We are using workbook with nearly 150 users in 10 subsidiaries. The go live was 01.01.17 with our headquarter in Germany. At the moment we are using ¿just¿ the scheduling functionality. The next step will be to start with the booking of the needed time. Parallel we will start the rollout in all ...

Read the full review
Reviewed 8th of February by Andreas Beul

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WorkBook Pricing

Starting from: €20.00/month

Pricing model: One-time License, Subscription

Free Trial: Available (No Credit Card required)

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.

View Pricing Plans

Key Features of WorkBook

  • CRM & Pipeline Management
  • Project Management
  • Resource Management
  • Time, expense, material and mileage entry
  • Subscription Management
  • Built-in Accounting or integration to another finance system
  • Multi-company / Multi-currency / Multi-language
  • Inter-company settlement
  • 300+ built-in reports and a report editor included
  • Customer Portal
  • Collaboration
  • API

WorkBook Screenshots (12)

WorkBook screenshot: Gantt schedulingWorkBook screenshot: Kanban task listsWorkBook screenshot: Integrated collaboration and notificationsWorkBook screenshot: Easily create price quotes with your own layout and designWorkBook screenshot: Global schedulingWorkBook screenshot: Easy task overviewWorkBook screenshot: Create and send invoices directly from within WorkBookWorkBook screenshot: Integrate to your file server to keep everything in one placeWorkBook screenshot: Enter and keep track of personal expensesWorkBook screenshot: Multiple ways of entering time to your time sheetWorkBook screenshot: CRM + Pipeline management with complete cash forecastingWorkBook screenshot: Easily create briefings and templates for jobs and tasks

Specifications

Intended Users
Large Enterprises, Mid Size Business
Devices Supported
Android, iPhone-iPad, iPhone, Mac, Windows, Web-based
Supported Countries
Asia, Australia, Brazil, Canada, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States
Supported Languages
Danish, Dutch, English, Finnish, German, Norwegian, Spanish, Swedish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Alternatives to WorkBook

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.

Videos

WorkBook Category Leaders

Reviews
Integrations
Mobile
Media
Security

#16 in Project Portfolio Management

View full ranking
48
10
7
13
4
14

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
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Micaiah Norby

Good, robust agency software

15/02/2017

We are a full service marketing agency who started using WorkBook in the last year. The software has been great at addressing a lot of our project management needs such as resource scheduling and project timelines and management. We started using the software in the midst of their transition from V8 to V9 which made implementation a little difficult, as we had to switch between two versions and ran into product bugs. However, since the release of V9 a lot of those initial issues have been addressed and we run into much fewer issues now. The software is very robust so implementation can be daunting, but our implementation specialist and the support team have been great throughout the whole process. We've noticed a big difference in a lot of our internal processes since switching to WorkBook and I would recommend the product to other agencies and companies that are looking for a project management solution. The software has a lot of other capabilities beyond project management including a CRM, which is one of the key reasons we chose WorkBook over other project management platforms.

Rating breakdown

Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Andreas Beul

Bilsing Automation GmbH

08/02/2017

We are using workbook with nearly 150 users in 10 subsidiaries. The go live was 01.01.17 with our headquarter in Germany. At the moment we are using ¿just¿ the scheduling functionality. The next step will be to start with the booking of the needed time. Parallel we will start the rollout in all our subsidaries.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sverre Engelstad

Good workflow. Everything in one place.

03/08/2015

Visual Garden is very satisfied with using Workbook. Having all important data in one system gives us a good workflow and overview.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kim Jong Andersen

BEST AGENCY SOFTWARE EVER!

22/06/2015

I've been working with Workbook for a decade and implemented it at several agencies. It's by far the best end-to-end software in agency management today both in managing projects, resources and finances.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Goldberg

Very good product! all in one place

14/06/2015

After a long search in a sea of options we have found all we were looking for in one place. Super convenient and allows full visibility and traceability. Very good product, recommended!!!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Hans-Henrik Kølle

Have worked with Workbook for the past 5 years and in 3 different companies

08/06/2015

With focus on project management and related issues Workbook is perfect. With regards to finance Workbook is more than sufficient keeping the structure of advertising agencies in mind. I am pleased to work with Workbook and I hear the same from projectmanagement. Even the production- and creative staff can use it without complaining

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Georges Azar

Great software and the minds behind it are even greater

29/05/2015

We have been using the system for a couple of years now and frankly its really great in terms of capabilities and user friendly. We use it for project Management, client profitability, resource/task allocation and timesheet. I did quite a lot of research before I found Workbook and it is the best system. Workbook guys installed the system in our data center and did us an initial training then we carried on the training and implementation across the region. The system is very stable and easy to understand, and the guys at workbook are very supportive and knowledgeable. As to Cons; I just wish they had media module. Good Luck Guys

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jens  Gerding

Indispensable software to use for an effective working day in the consulting industry

29/05/2015

For many years WorkBook has been Peoplegroup¿s anchor to structure our work, and it have contributed to a thorough and valuable input about our company's current status and expectations for the future. Specially the many types of profitability reports gives us an exact picture of all aspects of our business that allows us to keep our high standard.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rashed Habibullah

People can rely on this software.

29/05/2015

It¿s user friendly. People can quickly rely on this software. It¿s dynamic but not complex that much. Its customer service is quick responding and reliable.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tomasz Wiklinski

Extraordinary tool with good support

27/05/2015

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
Source: Capterra
Helpful?   Yes   No
Read more

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