WorkBook Pricing & Support
Choose the package that best fits your agency’s needs.
Whether you are looking for a front-office project and resource management solution, a back-office accounting solution or a fully integrated ERP solution, there is a WorkBook package that perfectly fits your agency management needs.
Choose a package below, then determine how many Basic and Advanced Users you will need. Basic Users have access to time sheets, expense claims and collaboration, as well as general read access to project management and resource planning for the selected package. Advanced Users have access to the full functionality included in the selected package.
|Basic Users||Projects||+ CRM||+ Finance||FULL Suite|
|Time & Expense|
|Time & Expense||✔||✔||✔||✔||✔|
|Email & Calendar Integration|
|Email & Calendar Integration||✔||✔||✔||✔||✔|
|Basic Read Access to PM & RP|
|Basic Read Access to PM & RP||✔|
|Invoicing and Billing|
|Invoicing and Billing||✔||✔||✔||✔|
|CRM & Pipeline Management|
|CRM & Pipeline Management||✔||✔|
|Complete Financial Management|
|Complete Financial Management||✔||✔|
* GBP/user/month (billed annually)
Get the App
Stay connected and productive from anywhere with the WorkBook apps. Access your inbox, view your task list, communicate with the team, upload expense receipts and enter your time - all from the convenience of your mobile device.
Integrate with WorkBook's Open API
Go even farther to customize your agency management system by connecting additional software tools via an open API. Link legacy tools to your WorkBook system or use prefab plug ‘n play APIs for common tools such as Google Mail & Calendar, Microsoft Outlook, ActiveCampaign, MagPeople, Microsoft Business Solutions, Deep Dive, SAP, Microsoft OneDrive and more than 50 online banks to create the best agency management solution for your team.