WorkBook Product Packages

Choose the package that best fits your agency’s needs.


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Product Packages

WorkBook is a scalable, best-practice solution that enables agencies and in-house creative teams to replace single-function software tools with integrated functionality as your agency matures. Every package includes: time and expense, email and calendar integration, collaboration, a project request portal, a mobile app, open API access and single sign-on capability. When your team requires additional features—like CRM and finance—there is a WorkBook package to perfectly fit your needs.

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Projects

Complete project and resource management

Projects + CRM

Added features to support new business

Projects + Finance

Added features to support finance

Full Suite

Fully integrate Projects + CRM + Finance
COMPARE PACKAGE FEATURES Projects Projects + CRM Projects + Finance Full Suite

Estimates, SOWs & Briefs

Estimates, SOWs & Briefs

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Project Planning & Scheduling

Project Planning & Scheduling

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Task Management

Task Management

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Utilization & Capacity Forecasting

Utilization & Capacity Forecasting

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Invoicing, Billing & POs

Invoicing, Billing & POs

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Automated Approval Workflows

Automated Approval Workflows

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Profitability Reporting

Profitability Reporting

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Manage Multi-Companies & Multi-Currencies

Manage Multi-Companies & Multi-Currencies

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Opportunity Forecasting

Opportunity Forecasting
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Client Revenue & Profitability Reporting

Client Revenue & Profitability Reporting
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Net Revenue and Cash Flow Forecasting

Net Revenue and Cash Flow Forecasting

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Revenue Recognition

Revenue Recognition

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WIP, AR & AP Management

WIP, AR & AP Management

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Financial Reporting

Financial Reporting

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Business Intelligence

Business Intelligence

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✔* Available as an add on with all packages.

Request a Quote

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