WorkBook in Action
View our product videos to learn how WorkBook helps manage your agency.
Get Full Visibility into Project Performance - Take proactive action and ensure project success with greater visibility into project performance and its impact on costs and profitability.
Better Project Planning - Set the team up for success by creating schedules and resourcing plans based on more accurate estimates.
Manage Tasks and Time - Integrate task management and time entry so you have more time to focus on the creative process.
Deliver on Time and on Budget - Avoid over-servicing and combat scope creep with actionable insights that let you get ahead of issues before they can impact delivery.
Manage Project Invoicing - Streamline your invoicing with project management tracking.
Get Full Resource Visibility - Make strategic staffing decisions on future workload and resource capacity.
Assign the Best Team - Assign the right team to every project with greater visibility into resource skillsets, availability and cost.
Balance Workload & Boost Utilization - Protect your most valuable asset and prevent burnout with real-time insight into resource utilization.
Get Full Visibility into Agency Performance - Integrate agency operations into a single source of truth and quickly get the information you need to make better decisions about your agency’s future.
Manage Cash Flow and Invoicing - Boost cash flow by ensuring that project data is accurate and up to date, and that both the agency and its suppliers get paid on time.
Accelerate Month-End Closing - When all of your agency processes are integrated into the same tool, you no longer have to spend hours reconciling data from spreadsheets or other tools.
Manage Agency Costs - Fully control agency costs and be confident that your financial data is accurate and on budget.
Manage Working Capital - Get full transparency of your working capital (WIP, AP and AR) over time and forecast your cash flow efficiently.
CRM & Pipeline Management
Get Full Visibility into Client Performance - Build a healthy client portfolio by making decisions on what clients to nurture and which are more trouble than they’re worth.
Manage Revenue Forecast - Plan for future revenue streams and get full insight into incoming work and revenue.
Manage Pipeline and Opportunities - Maintain a healthy pipeline with insight into how current and potential work impact agency workload, capacity and revenue.
Enable Client Collaboration - Build stronger client relationships through transparency, collaboration and ease of use.