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WorkBook Review

WorkBook OUR SCORE 80%
starting price $19
our score 80%
free trial
  1. What is WorkBook
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is WorkBook?

Companies looking for a better grasp of different aspects of business management might find that WorkBook is the tool for the job. Offered as a software-as-a-service (SaaS) solution, this suite of integrated business applications brings together the functions and features of financial management, project management, and customer relationship management systems. Client billing, resource monitoring, following up on sales opportunities, employee time tracking, and a lot more can be accomplished seamlessly thanks to WorkBook. Existing business applications can be combined with WorkBook and is also flexible enough so that users can only choose to get the modules that fit the requirements and demands of their business.

Product Quality Score

Ease of use
Customer support
Value for money

WorkBook features

Main features of WorkBook are:

  • Customer Workflow
  • Accounts
  • Sales Pipeline
  • Resources Monitoring
  • Reporting

WorkBook Benefits


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.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

WorkBook Integrations

The following WorkBook integrations are currently offered by the vendor:

  • Google Drive
  • Google Mail
  • Google Calendar
  • ActiveCampaign
  • MagPeople
  • Dynamics AI
  • Readsoft
  • SAP Financials OnDemand
  • Email Archiving
  • Dropbox
  • Replicon 
  • Microsoft Business Solutions
  • Microsoft Dynamics NAV in the Cloud
  • Microsoft Dynamics AX
  • Microsoft Outlook


Customer Support


Pricing Plans

WorkBook pricing is available in the following plans:

Free trial