PRODUCT NEWShelp

Find the latest news about the products listed in our business software directory. You will see the news in the right context depending on where you are in the navigation. On the front page you will find all the latest product news regarding of what product category they belong to. By going into a category you will only see the category specific news and by going into a product information page you will only see news about that product.


WorkBook

by WorkBook Software
Providing an ERP solution targeted towards the Professional Services industry
Product description

WorkBook contains a great amount of features and is extremely user friendly. It runs equally great on both PC's and Mac's.

CRM
Pipeline progress
Activity tracking
Email integration
Document Management

PROJECT & RESOURCE MANAGEMENT
Gantt chart planning
Task lists and resource scheduling
Expense & Mileage entry
Time sheet + iPhone app for time entry
Purchase orders
Price estimation/quotes
Document Management
Billing

FINANCE & ACCOUNTING
Chart of Accounts
Accounts Payable/Receiveable
Accounts Payable voucher approval workflow
Work in progress
US/CAN sales tax
Finance budgeting
Bank payments
Cheque payments
Subscription Management Module (automated billing)
Bank Reconciliation

WorkBook is also possible to be integrated to other finance systems, in case you prefer to use your existing system instead of our built-in accounting system.

WorkBook complies with the SOX regulations.

TECHNICAL INFORMATION
Frontend: Microsoft Silverlight (cross platform Mac/PC)
Backend database: Microsoft SQL
Can be hosted on the Microsoft Azure hosting platform as well as on-premise.

International reseller network. See our website, http://workbook.net to find a reseller near you.
Visit website
Links: YouTube channel  The Product  How to Buy
Categories
 Sales
Features
  • Pricing
  • Lead Management
  • Email Marketing
  • Campaign Management
  • Proposal Management
  • Quoting Management
  • Sales Forcasting
  • Sales Task Reminders
 Project Management
Features
  • Expense tracking
  • Budgeting/Forecasting
  • Portfolio Management
  • Gantt-chart
  • Project Templates
  • Project Planning
  • Waterfall
  • Burn down/up charts
  • Agile
  • Time Tracking
  • Resource Management
  • Task Dependencies
  • Project Workflow
 Business Management
Features
  • CRM
  • ERP
  • Order Management
  • Billing / Invoicing
 HR & Staffing
Features
  • Time Tracking
  • Vacation/Leave Management
  • Talent Management
  • Availability Management
  • Competence Tracking
  • CV Database
  • Personnel History
 Content Management
Features
  • Access control
 Collaboration
Features
  • Multi-user Communication
  • Information Sharing
  • External Collaboration
  • Email Integration
  • Document Sharing
  • Calendar Sharing
  • Discussion Forums
 Calendar
Features
  • Resource Database
  • Reminders
  • Resource Booking
  • Attendance Management
  • Custom Calendar View
  • Multi-user Calendar View
 Cost Management
Features
  • Cost Planning
  • Billing Rate Management
  • Invoicing
  • Expense Management
  • Alerts
  • Budgeting
 Time Management
Features
  • Task Management
  • Time Planning
  • Time Sheet
  • Resource Planning
  • Time Recording
  • Approval Management
  • Clock
  • Employee Tracking
 CRM
Features
  • Contact History
  • Email Marketing
  • Lead Management
  • Subscription Management
  • Appointment Management
 Document Management
Features
  • Document Sharing
  • Archiving
  • Document Publishing
 Idea Management
Features
  • Customer Portal
 Finance & Accounting
Features
  • Audit Trail
  • Finance Analysis
  • Tax Management
  • Accounts Payable
  • Billing/Invoicing
  • Accounts Receivable
  • Electronic Invoicing
  • Budgeting
  • Cash Management
  • Financial Reporting
  • General Ledger

Common Features
    • Platform
      • Hosted (SAAS)
      • Installed server
      • Web-based Client
      • Mobile Support
    • Price model
      • Subscription
    • Common features
      • Custom Reports
      • Custom User Interface
      • Data Import/Export
      • External System Integration
      • Multi-language
      • Single Sign-On
      • Web Services API
Price information
The lowest price is the lowest to obtain the product. The highest price is including all modules that are available.
All prices are in US Dollars.

Year 1 Year 2
From To From To
1 User $360.00 $840.00 $360.00 $840.00
10 Users $3600.00 $8400.00 $3600.00 $8400.00
100 Users $36000.00 $84000.00 $36000.00 $84000.00
Product language
Danish
Dutch
English
German
no
Polish
Spanish
Swedish
Support language
Danish
Dutch
English
French
German
no
Polish
Spanish
Swedish
Represented in
Australia
Austria
Belgium
Canada
Denmark
Germany
Netherlands
New Zealand
Poland
Singapore
South Africa
Spain
Sweden
United Kingdom
United States
Viet Nam

PRODUCT MEDIA

Screenshots



YouTube Video Intro to WorkBook