WorkBook Pricing & Support

Calendar & Email Integration
Connect your Outlook or Gmail to import or automatically sync emails and calendar information.

Mileage, Expense & Materials Entry
Apply additional expenditures to projects.

CRM & Pipeline Management*
Track new business activities, opportunity pipelines and pipeline forecasts.

Price Quotes*
Create branded price quotes and send them directly to the client.

Client Portal*
Invite clients and brand managers to communicate with the team, share files and access just as much project information as you deem necessary.

Gantt Charts & Resource Planning*
Create beautiful looking Gantt charts and assign resources to tasks for detailed project planning views at-a-glance.

Purchase Orders*
Raise POs that you can match to supplier invoices and store within the appropriate project.

Invoicing*
Create branded invoices and send them directly to clients.

Subscription Billing*
Set up regular billing schedules and have invoices sent to clients automatically.

Finance & Accounting*
Integrate project costs with operational costs to get a better view of your agency’s overall performance. Manage your AR & AP, monitor cash flow and forecast net revenue across offices and currencies.