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 consultancies.
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 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 live customer support, training courses and implementation services that include business process mapping and technical system setup.
Candace from CCL Skincare
Specialty: Software / Technology
Employees number: 2-10 employees
I like connecting with community and those in the same field. I also appreciate all the options for creative and client.
Time tracking at work
I enjoy how responsive the Workbook team is to assisting in custom builds to accommodate certain business structures
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.
Micaiah from VisionPoint Marketing
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.
Andreas from Bilsing Automation GmbH
Employees number: 201-500 employees
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.
Sverre from Visual Garden / Visco
Visual Garden is very satisfied with using Workbook. Having all important data in one system gives us a good workflow and overview.
Kim Jong from McCann Copenhagen
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.
Daniel from BD Innovations
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!!!
Hans-Henrik from co plus
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
Georges from JWT mena
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
Jens from Peoplegroup A/S
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.
Rashed from GraphicPeople|AdPeople
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.
Tomasz from THOMAS sp. z o.o.
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.
Tine from DMR A/S
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.
Laszlo from Dentsu Aegis Network Hungary
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.
Jacob from Mediegruppen
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.
Greg from Bimm Management Inc.
Quick and easy implementation
PC and Mac Friendly
Well received by every level of user
I have no "cons" with Workbook
Dan from Actus Consulting
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!
Patrick from SoftAdvice
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.
Anne Sophie from BABY
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.
Dolan from Ear to the Ground
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.
John from Wunderman
Having used the software over an 7 year period I believe it to be very intuitive and ever changing. It is easy for new users to get acquainted with the interface and master the basics.
Workbook fulfills all our basic need for an ERP system, and any other needs the customer support are usually able to accommodate in various custom-made reports.
There might be a lack of business intelligence, but the vast and flexible data dumps easily make up for this.