WorkBook

WorkBook contains key functionalities for the Professional Services Industry and especially target Architects, Advertising, Consultancies and Engineering companies. It is used by many organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource capacity, billing as well as integrated accounting. Users can choose what modules to include in their system and only pay for what they use.

CRM

Activity tracking

Pipeline progress

Document Management

Email integration

PROJECT & RESOURCE MANAGEMENT

Task lists and resource scheduling

Gantt chart planning

Time sheet + iPhone app for time entry

Expense & Mileage entry

Price estimation/quotes

Purchase orders

Billing

Document Management

FINANCE & ACCOUNTING

Accounts Payable/Receivable

Chart of Accounts

Work in progress

Accounts Payable voucher approval workflow

Finance budgeting

US/CAN sales tax

Cheque payments

Bank payment

Bank Reconciliation

Subscription Management Module (automated billing)

WorkBook can also be integrated to other finance systems if the user prefers to use an existing system instead of the built-in accounting system.

WorkBook is complying with SOX regulations.