Sobre o WorkBook

WorkBook contains a lot of features as well as being extremely user friendly. It runs equally great on both Mac's and PC's.

<strong>CRM</strong>
Activity tracking
Pipeline progress
Converting Pipelines to Projects
Email integration

<strong>PROJECT & RESOURCE MANAGEMENT</strong>
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

<strong>FINANCE & ACCOUNTING</strong>
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.

Preços a partir de:

€ 20,00/mês

  • Teste Grátis
  • Versão grátis
  • Assinatura

Principais benefícios do WorkBook

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.

Dispositivos

Porte da empresa

P M G

Preços a partir de:

€ 20,00/mês

  • Teste Grátis
  • Versão grátis
  • Assinatura

Imagens

Gantt scheduling
Kanban task lists
Integrated collaboration and notifications
Easily create price quotes with your own layout and design
Global scheduling
Easy task overview
Create and send invoices directly from within WorkBook
Integrate to your file server to keep everything in one place
Enter and keep track of personal expenses
Multiple ways of entering time to your time sheet
CRM + Pipeline management with complete cash forecasting
Easily create briefings and templates for jobs and tasks
Ver mais 13
WorkBook - Vídeo
Captura de tela do WorkBook: Gantt scheduling Captura de tela do WorkBook: Kanban task lists Captura de tela do WorkBook: Integrated collaboration and notifications Captura de tela do WorkBook: Easily create price quotes with your own layout and design Captura de tela do WorkBook: Global scheduling Captura de tela do WorkBook: Easy task overview Captura de tela do WorkBook: Create and send invoices directly from within WorkBook Captura de tela do WorkBook: Integrate to your file server to keep everything in one place Captura de tela do WorkBook: Enter and keep track of personal expenses Captura de tela do WorkBook: Multiple ways of entering time to your time sheet Captura de tela do WorkBook: CRM + Pipeline management with complete cash forecasting Captura de tela do WorkBook: Easily create briefings and templates for jobs and tasks

Recursos

Total de recursos do WorkBook: 56

  • API
  • Alertas/notificações
  • Arrastar e soltar
  • CRM
  • Cobrança e faturamento
  • Comentários/notas
  • Compartilhamento de arquivos
  • Conciliação bancária
  • Contabilidade
  • Controle de horas
  • Controle de horas e despesas
  • Controle de licenças
  • Controle de marcos
  • Convites e lembretes por e-mail
  • Ferramentas de colaboração
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de faturas
  • Gerenciamento de pedidos de compra
  • Gerenciamento de reuniões
  • Gerenciamento de tickets de suporte
  • Gestão de atividades
  • Gestão de campanhas
  • Gestão de carteira
  • Gestão de edição
  • Gestão de ideias
  • Gestão de orçamento
  • Gestão de projetos
  • Gestão de recibos
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão do quadro de horários
  • Gestão financeira
  • Importação/exportação de dados
  • Listas de tarefas
  • Metodologias ágeis (Agile)
  • Monitoramento
  • Monitoramento do progresso
  • Métodos tradicionais
  • Planejamento de projetos
  • Planejamento de tarefas
  • Planificação/Programação de projetos
  • Portal do cliente
  • Priorização
  • Projeções
  • Quadro kanban
  • Rastreamento de percentual de progressão
  • Rastreamento de vagas e licenças
  • Relatórios de despesas
  • Relatórios de vendas
  • Relatórios e estatística
  • Seguimento de relatórios/projetos
  • Seguimento do custo até a conclusão
  • Sincronização de dados
  • Visualização de Gantt/linha do tempo
  • Visualização de dados

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Avaliações

Classificação geral

4,1 /5
(45)
Relação qualidade/preço
3,7/5
Recursos
3,5/5
Praticidade
3,8/5
Suporte ao cliente
4,3/5

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Exibindo 5 avaliações de 45
Martin C.
Classificação geral
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente

overall, very positive.

Avaliado em 28/06/2018

Vantagens

excellent resource planning and project management, good summary information for PMs. easy to use. HTML interface is much better than Silverlight now.

Desvantagens

a lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up.

As an engineering firm and not an agency, we feel that sometimes our core requirements are disregarded, or overlooked.

Erik T.
Classificação geral
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente

Workbook

Avaliado em 27/05/2015

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different...

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. 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. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there.

Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies.

Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees.

Diana J.
Classificação geral
  • Setor: Design
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

The tool that best adapts to our needs, very difficult to implement

Avaliado em 09/06/2020

That the team is familiar with the infinity of options that it offers you is an impossible task,...

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Vantagens

I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal.

Desvantagens

Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this.

Dolan H.
Classificação geral
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente

UK Agency Review

Avaliado em 27/05/2015

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had...

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company.

Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve.

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. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product.

Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business.

I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly.

Tomasz W.
Classificação geral
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente

Extraordinary tool with good support

Avaliado em 27/05/2015

We've been running our consulting and accounting business for over 20 years. Most of the time we...

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.

Exibindo 5 avaliações de 45 Leia todas as avaliações

Perguntas frequentes sobre o WorkBook

Abaixo estão algumas perguntas frequentes sobre o WorkBook.

O WorkBook oferece os seguintes planos de pagamento:

  • A partir de: € 20,00/mês
  • Modelo de preços: Gratuito, Assinatura
  • Teste Grátis: Disponível

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.

Não temos informações sobre os recursos do WorkBook.

Os clientes habituais do WorkBook são:

201-500, 501-1.000, 1.001+

Não temos informações sobre os idiomas do WorkBook.

O WorkBook é compatível com os seguintes dispositivos:

O WorkBook se integra com os seguintes aplicativos:

ActiveCampaign, Dropbox Business, Dynamics 365, Google Drive, Google Workspace, OneDrive, Storagepipe Email Archiving

O WorkBook oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone

Categorias relacionadas

Veja todas as categorias de software encontradas para WorkBook.