WorkBook Features

WorkBook

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

4.18/5 (44 reviews)

WorkBook Feature Summary

  • 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

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

API (201 other apps)
Activity Dashboard (129 other apps)
Activity Tracking (121 other apps)
Automatic Notifications (122 other apps)
Collaboration Tools (156 other apps)
Drag & Drop Interface (123 other apps)
Gantt Charts (113 other apps)
Multiple Projects (105 other apps)
Prioritizing (139 other apps)
Progress Tracking (122 other apps)
Project Management (162 other apps)
Project Planning (124 other apps)
Project Time Tracking (165 other apps)
Project Tracking (117 other apps)
Projections (335 other apps)
Task Management (137 other apps)
Task Planning (107 other apps)
Task Tracking (140 other apps)
Third Party Integration (128 other apps)
Timesheets (113 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


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WorkBook Feature Reviews

25 reviewers had the following to say about WorkBook's features:

martin craig

overall, very positive.

2018-06-28

Pros

excellent resource planning and project management, good summary information for PMs. easy to use.

Cons

a lot of the reports are unclear, where figures are derived from.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Hubert Radon

Workbook: Project & Hours Tracking

2019-07-30

Ultimately, the software was mostly used for tracking hours on tasks and assigning them to the right client.

Pros

The program also has a comment section that allows you to describe the tasks that were worked on, so it makes it easy to recall what exactly was being worked if you need to look back at your hours or track down projects.

Cons

Especially if you are mostly just using the program for work task tracking.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Vladimir Veljanovski

Good planning software!

2019-07-27

Pros

Easy to schedule and manage time. Easy to create projects and tasks.

Cons

The software is not flexible in term of features. Hard to personnalize for specific needs.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Tomasz Wiklinski

Extraordinary tool with good support

2015-05-27

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anna Bayliss

Waiting for the promised UX / performance improvements

2019-08-28

I still see the huge potential of this tool, but am not sure when in the future we will be able to realise the true potential

Pros

It is one central place for all data relating to managing projects, and has some good views in the JobsList and Costs tracking.

Cons

There is so much great data in the system, but it is very difficult to get customised exports in one report so current analysis is still extreme admin heavy, downloading and collating multiple exports which is far from ideal.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Jesse A. Palmer

Top notch features. Perfect project management tool for agencies.

2015-05-08

Great Todo all customizable and easy project management tools for the agency folks.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Trevor Townsend

Workbook is ideal too to manage the profitability of your services business

2012-10-16

A great tool for managing your business

Pros

Workbooks is centered on project/resource/task framework which makes it easy for agencies to manage their client workload and help control the profitability of their work.

Cons

Requires Microsoft Silverlight which is not available in all browsers (Chrome for example)

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Alex Latre

Powerful yet simple project management office suite

2015-05-27

I have used WorkBook v8 and I will share my opinion: Pros: + Very intuitive and fast-to-use interface + Integrates nicely all the process: from registering a sales lead to controlling the delivery of a project + Powerful resource management (people availability & assignments) Cons: - Until now, the interface was Silverlight, now it is going to HTML5

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Dan Egerton

Using WorkBook is the only way to run a successful agency.

2015-05-27

All this in a very simple and intuitive user interface. The key to running a successful agency is having the management information available in real time to make decisions.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Raluca Gherman

Good PM tool, poor Sales and CRM

2015-05-08

Pros - easy to use by basic users and project managers Cons - inflexible reports; not enough focus on the sales tool - the sales people can't properly keep track of their sales (Pipeline); too many interdependencies that sometimes make working with it a hassle; the use of Silverlight on non-windows operating systems; not enough integration with all web browsers (on Firefox - the fan goes balistic, on Safari - I cannot scroll, on Chrome it doesn't work);

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Barger

I love WorkBook!

2018-11-07

We have created more efficient business processes, reduced our dependence on emails and paper, and are now able to capture time entries for everyone in our company.

Pros

WorkBook is extremely easy to use, has all of the features we need to creative project management, and they provide us with amazing customer service!

Cons

That I didn't know about it 10 years ago.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

Can be complicated without training

2018-03-08

Time tracking at work

Pros

I enjoy how responsive the Workbook team is to assisting in custom builds to accommodate certain business structures

Cons

The software isn't as user friendly as I'd like, and the system can be fairly confusing (and not particularly intuitive) if you haven't received proper training.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick Vervloesem

The software for the future available today.

2015-05-27

Although the software at first side looks 'complex', after getting to know it better I do not find any other competitor in the segment of project management ERP which has the unique combination of all the project features and finance combined into an affordable cloud based offer.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Micaiah Norby

Good, robust agency software

2017-02-15

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.

Rating breakdown

Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Stephen Walker

Excellent PM tool with all things integrated

2015-05-13

We used to have multiple systems for different departments, but WorkBook has everything integrated.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Alex Ballarin

Complete but NOT complicated

2012-10-11

I advice to use this system as a complete management platform for any services company (e.g. from 10 to 200 users).

Pros

Nice user interface 4. Does not force you to enter all the information, just the one you need 5.

Cons

If your people does not want to enter timesheet, it's not very useful.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Laszlo Sandor

Great tool to cover the whole business cycle of a project driven organization

2015-05-27

What is clear from start is that this is a very complex and comprehensive platform that enables us to manage most of our processes around projects: pipeline, quoting, resource allocation and usage, time sheet recording, measuring effectiveness, recording expenses, purchase orders, invoicing, keep track of profitability in a granulated view - in short: a tool that gives you the valuable sense of being in control.

Rating breakdown

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

BEST AGENCY SOFTWARE EVER!

2015-06-22

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
Georges Azar

Great software and the minds behind it are even greater

2015-05-29

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.

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

2015-06-08

With focus on project management and related issues Workbook is perfect.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jacob Jensen

Workbook - just works.

2012-09-25

Right information, at your hand, enabling you to react to the good of the projects, your people and your bottom line.

Source: GetApp
Helpful?   Yes   No
Read more
Dolan Hewison

UK Agency Review

2015-05-27

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Erik Turestedt

Workbook

2015-05-27

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
John Østergaard

Quick to learn and master for admins and users. Ideal for small and medium sized business.

2015-05-27

It is easy for new users to get acquainted with the interface and master the basics.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anne Sophie Lange

All in one place and still manageable - and great support department!

2015-05-27

But all in all, I can highly recommend the Workbook as a tool to manage projects and finance.

Rating breakdown

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