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.

Create briefings
Create briefings

Create briefings

Pipeline summary

Pipeline summary

Inbox

Inbox

Weekly schedule

Weekly schedule

Task status board

Task status board

Gantt chart

Gantt chart

Supported Operating System(s):

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



42 Reviews of WorkBook

Overall rating

4.5 / 5 stars

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Jeff from TMP Worldwide

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

martin from Steensen Varming

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Can be complicated without training

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.

Review Source: Capterra

Candace from CCL Skincare

Industry:  Software / Technology

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source

Micaiah from VisionPoint Marketing

Ease-of-use

Customer support

Functionality

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.

Review Source: Capterra

Andreas from Bilsing Automation GmbH

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2017

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 our subsidaries.

Review Source: Capterra

Sverre from Visual Garden / Visco

Ease-of-use

Customer support

August 2015

Good workflow. Everything in one place.

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

Review Source: Capterra

Kim Jong from McCann Copenhagen

Ease-of-use

Customer support

June 2015

BEST AGENCY SOFTWARE EVER!

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.

Review Source: Capterra

Daniel from BD Innovations

Ease-of-use

Customer support

June 2015

Very good product! all in one place

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!!!

Review Source: Capterra

Hans-Henrik from co plus

Ease-of-use

Customer support

June 2015

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

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

Review Source: Capterra

Georges from JWT mena

Ease-of-use

Customer support

May 2015

Great software and the minds behind it are even greater

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

Review Source: Capterra

Jens from Peoplegroup A/S

Ease-of-use

Customer support

May 2015

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

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.

Review Source: Capterra

Rashed from GraphicPeople|AdPeople

Ease-of-use

Customer support

May 2015

People can rely on this software.

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.

Review Source: Capterra

Tomasz from THOMAS sp. z o.o.

Ease-of-use

Customer support

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.

Review Source: Capterra

Tine from DMR A/S

Ease-of-use

Customer support

May 2015

Flexible yet standardized system

We were looking for a system that could support our growing company, number of employees and costumers. It had to be easy to use, easy to maintain and easy to update. Workbook gives us a system that gives us all that we need at a fixed price - and there's no hidden costs in expensive updates that takes days to set up. At times we get great ideas for new functionality (at least we think so ourselves) and very often we get a quick reply that Workbook also finds it's great idea and develops a solution for all users of Workbook. We find that's one of Workbooks strongest advantages - it's not only Workbook who develops and improves the system but also the users.

Review Source: Capterra

Laszlo from Dentsu Aegis Network Hungary

Ease-of-use

Customer support

May 2015

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

We have just gone live following a lengthy implementation process so my experience is limited. 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.

Review Source: Capterra

Jacob from Mediegruppen

Ease-of-use

Customer support

May 2015

The best ERP and projekt tool ever

Mediegruppen has been working with similar systems for 18 years. Workbook is even better, and is a mayer part of our daily work, life and succes.

Review Source: Capterra

Greg from Bimm Management Inc.

Ease-of-use

Customer support

May 2015

Workbook has been an integral tool in running our business. It is simply an excellent system.

Quick and easy implementation Cost effective PC and Mac Friendly Excellent support Well received by every level of user I have no "cons" with Workbook

Review Source: Capterra

Dan from Actus Consulting

Ease-of-use

Customer support

May 2015

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

Having used dozens of different pieces of software, I am very grateful that I have finally found WorkBook. It is a fully integrated solution that includes CRM/Pipeline Management, Collaboration, File sharing, Client Portal, Project and Resource Management and built in Finance & Accounting module. 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. WorkBook achieves this brilliantly!

Review Source: Capterra

Patrick from SoftAdvice

Ease-of-use

Customer support

May 2015

The software for the future available today.

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.

Review Source: Capterra