Main features of WorkBook are:
The main benefits of WorkBook are its different modules, its design, and its customer workflow.
WorkBook is a comprehensive and neat platform that brings together financial and accounting management, CRM and sales monitoring, and project and resource management.
WorkBook allows users to make reliable and thorough forecasts of their sales pipeline, as well as help them quickly organize and add contact information, clients, and prospects. Collaboration is made easy because information can be exchanged smoothly, and users can also easily sync and import with other applications like MS Outlook.
WorkBook also allows for the quick and easy monitoring and allocating of resources to make sure they are not overworked. Project progress can also be tracked so none of them are late.
There is a client portal that makes it easy to access information and to collaborate, and WorkBook users have knowledge of the company’s payables and receivables in real time, allowing them to be on top of it when it comes to management. Plus, the tool also allows for presence in social media like Twitter, LinkedIn, Youtube, and Facebook.
Modules offered in WorkBook include a powerful reporting tool, CRM, financial forecast, and a pipeline. Scrum and agile masters will also appreciate the support ticket and task management system that utilizes an agile methodology. WorkBook is an agency management solution that benefits its users by enabling them to have smart project scheduling, end-to-end operational integration, streamlined organizational management using a single tool, consolidated agency communications, and enhanced visibility in each element of agency operations.
WorkBook is also easy to use because of its design that is functional and intuitive. Businesses can use it to bring together every resourcing and project management task into one platform, enhancing team and staff performance. Users also have an end-to-end view of their agency and its transactions, from expected incoming business, expenses, capability, and performance, thanks to its merging of all operational processes.
Users will also find that WorkBook is installed to sync with their business process and workflow so that the solution delivered is 100 percent tailored to them. Tasks can be accomplished without any hassle, and WorkBook’s implementation team has the expertise and business knowledge to guide users if they were to encounter any issues during implementation.
The following WorkBook integrations are currently offered by the vendor:
WorkBook pricing is available in the following plans: