Deltek WorkBook

WorkBook in Action

View our product videos to learn how WorkBook helps manage your agency.

Marketing agency leader using Deltek WorkBook agency management software to track budgets, schedules, and job progress.

Product Videos

WorkBook Overview

 

Built specifically for agencies and in-house teams. This integrated solution makes managing projects, people and finance easier, so you can focus on what’s important.

3:48

CRM & Pipeline Management

 

Your pipeline is your lifeline. WorkBook helps you manage customer relationships, build a healthy pipeline, and identify the right opportunities for your agency.

2:50

Finance and Accounting

 

Manage agency costs and cash flow, while saving valuable time. This solution integrates and simplifies your operations by sharing real-time data from end to end.

2:53

Resourcing, Project Management & Collaboration

 

Eliminate over-servicing, avoid burnout, and deliver projects on budget. WorkBook connects teams and enables you to spot problems before they affect the bottom line.

3:04

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