WorkBook Software

4.24 / 5 (41)

About WorkBook


WorkBook by Deltek is a system for financial and resource management for advertising, public relations or digital agencies. The platform is comprised of several main modules including project and resource management, customer relationship management (CRM), pipeline management and a built-in finance and accounting module.

Key project features include Gantt charts, synchronized user calendars for scheduling and file sharing. Calendars can also be shared through a client-facing interface. CRM functionality includes weighted pipelines showing potential cash flow and pipeline/cash flow forecasting. Accounting capabilities include accounts payable, accounts receivable and several customizable financial reports.

WorkBook is available worldwide as either a cloud-based or on-premise solution compatible with Mac OS and Windows systems. A mobile app for Apple iOS is also available.

Users have access to live customer support, training courses and implementation services that include business process mapping and technical system setup.



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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

41 Reviews of WorkBook

Average User Ratings

Overall

4.24 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(18)

4 stars

(17)

3 stars

(4)

2 stars

(2)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 41 reviews

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June 2018

martin from Steensen Varming

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

June 2018

overall, very positive.

Pros

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

Cons

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.

May 2015

Dolan from Ear to the Ground

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

May 2015

UK Agency Review

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.

May 2015

Erik from Luminante AB

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

May 2015

Workbook

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.

May 2015

Tomasz from THOMAS sp. z o.o.

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

May 2015

Extraordinary tool with good support

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.

March 2019

Fred from Atelier do Sul Communication design

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2019

The right decision

Overall we are very pleased with the decision we made

Pros

Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles

Cons

Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them.

November 2018

Jeff from TMP Worldwide

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

I love WorkBook!

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.

January 2018

Candace from CCL Skincare

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

January 2018

Interesting and informational

Pros

I like connecting with community and those in the same field. I also appreciate all the options for creative and client.

February 2017

Micaiah from VisionPoint Marketing

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

4.0

February 2017

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 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.

May 2015

Jesse A. from C. Impact

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

May 2015

Top notch features. Perfect project management tool for agencies.

We have been using Workbook for years. Heavily used others in the past. Nothing like it. When we chose them, I looked at their client list and was impressed.. big agency names and there is a reason for it. Researched on the other side of the pond to find our tool. Investigated small and large agencies and the response was pretty much unanimous: Workbook. Pros: Clean nice looking and elegant. Offer modular pricing and easy to adopt solution. VERY easy to implement as their team will actually spend time with you and do it for/with you to ensure that you are set from the get go. Really works from day one. Great Todo all customizable and easy project management tools for the agency folks. Simple interface. Mobile apps. HTML5 looks great with kanban task view an mobile access. Simplified CRM (we got rid of SF), project management & accounting. A few weeks realistic to implement. Awesome team too and they developed custom features for us. Cons: Occasional Danish word in the interface. Limited custom reporting. Dashboards and expense app not ready yet. No custom widgets.

May 2015

Stephen from ToolBox Marketing

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

May 2015

Excellent PM tool with all things integrated

WorkBook is a great all-in-one solution and there is nothing like it on the current market. We used to have multiple systems for different departments, but WorkBook has everything integrated. We now have time tracking, project management, resource management, budgeting, forecasting (incl. pipelines), CRM and all finances in WorkBook. We are in the process of setting up the also-integrated support system. The WorkBook implementation team helped us get started and customized everything for us. We were up and running in three weeks! They were also good to implement features that we need for our projects. Cons are the limited reporting in finance, but you can export everything to Excel, so we just manage the data ourselves. It's also a bit hard to get started and get to know the system (even though training is part of implementation), but once you get the hang of it, it's all pretty straight-forward. Tons of features - I would definitely recommend WorkBook to everybody! But the best part is that you only pay for what you need!

October 2012

Trevor from Broadcoast Pty Ltd

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

October 2012

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

Workbook is a great product that will suit the needs for most sized marketing and communications companies. It is easy to use and easy to implement. 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. The ability to interact directly with clients thru the portal is a great feature. The integrated CRM and Accounting functionality provided make this a complete system for the small to medium sized agency, wanting to save time on administration and to manage their project more efficiently.

Cons

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

May 2015

Anne Sophie from BABY

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

May 2015

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

We have chosen Workbook because it is tailored to advertising agencies, and because we want to have everything in one place. My impression is that Workbook can handle close to everything, even though we only use a part of the functions. It is manageable divided into tabs, so once you become familiar with the structure, it is easy to navigate. And when you encounter challenges Workbook's efficient support department is always ready to assist and guide you through. However, it would be really great if they offered regular meetings with one of their consultants, to show the new features etc. as part of the support deal. I am sure we could get a better outcome if we got some occasionally guidance. But all in all, I can highly recommend the Workbook as a tool to manage projects and finance.

May 2015

Erika Katalin from Gehl Architects

Review Source: Capterra


Ease-of-use

1.0

Customer support

3.0

May 2015

not userfriendly, extremely "heavy to use", confusing trainslation, confusing set-up

The pros for the software is that is includes both CRM, Pipeline, Finance, RM and PM modules. The contras are unfortunately many. For everyday use and as working Tool, it is absolutely not user-friendly. Finance people, the way they think and Work, might be useful. However, sales and project managers think and Work completely different. Therefore the current set-up of workbook is far from being the best available software on the market. The customer service is not wokring smoothly, ( a kind of stiff - compeared to another customer service experines in business life) the ticket system is lacking the possibility of seeing WHO is included in the ticket correspondance, and also the possibility of adding/deleting participants from the list . Because of the complexity of the software, customer customized solutions are unfortunately very limited.