WorkBook is a project and business management solution designed for project-driven businesses in the service industry, such as advertising, marketing and PR firms, architectural, design and engineering companies and varying consultancies.
The platform is comprised of three main modules: project and resource management, customer relationship management (CRM) and pipeline management and a built-in finance and accounting module.
Key project features include Gantt charts, synchronized user calendars for scheduling and file sharing (also with a client-facing interface). CRM functionality includes weighted pipelines showing potential cashflow and pipeline/cashflow forecasting. Accounting capabilities include accounts payable, accounts receivable and several customizable financial reports.
WorkBook is available worldwide as either a Web-based or on-premise solution compatible with Mac OS and Windows systems (a mobile app for Apple iOS is available).
Users have access to 24/7 customer support, training courses and implementation services that include business process mapping and technical system setup.