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WorkBook

4.0
(24)

Workbook is a grown-up software suite for project & resource management, crm & accounting.

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WorkBook Features

Sales Force Automation

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Not enough data available

Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Not enough data available

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Not enough data available

Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Not enough data available

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Not enough data available

Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Not enough data available

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Not enough data available

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Not enough data available

Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Not enough data available

Marketing Automation

Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Not enough data available

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Not enough data available

Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Not enough data available

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

Not enough data available

General Ledger

Journal Entries

Increases user efficiency by auto-populating based on previously entered information. Schedule future entries. Allow Journal Entries to be uploaded from an external source.

93%
(Based on 6 reviews)

Tags / Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Not enough data available

Audit Trail

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Not enough data available

Tasks

Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

84%
(Based on 15 reviews)

Due Dates

Set deadlines on tasks.

84%
(Based on 15 reviews)

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

74%
(Based on 14 reviews)

To-Do Lists

Each user can view their list of tasks to be completed.

75%
(Based on 15 reviews)

Customer Support

Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Not enough data available

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Not enough data available

Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Not enough data available

Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Not enough data available

Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Not enough data available

Accounts Receivable

Invoice Customization

The layout of the invoice template is fully customizable and you can add or remove fields.

76%
(Based on 5 reviews)

AR Automation

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

Not enough data available

Collections Automation

The system automates the dunning process to help drive collections

Not enough data available

Collaboration

Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

78%
(Based on 15 reviews)

Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

77%
(Based on 15 reviews)

Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

74%
(Based on 15 reviews)

Reporting & Analytics

Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Not enough data available

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Not enough data available

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Not enough data available

Accounts Payable

AP Automation

Steam lines data entry by auto populating recurring or predefined vendor values

Not enough data available

Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

91%
(Based on 5 reviews)

Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Not enough data available

Projects

Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

79%
(Based on 12 reviews)

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

85%
(Based on 14 reviews)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

72%
(Based on 9 reviews)

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

83%
(Based on 13 reviews)

Issue Tracking

Track issues and manage resolutions.

78%
(Based on 9 reviews)

Mobile & Social

Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

n/a

Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Not enough data available

Mobile User Support

Not enough data available

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Not enough data available

Electronic Payments

Accepts electronic payments from clients

Not enough data available

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Not enough data available

Inventory Management

Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

n/a

Inventory Pricing and Costing

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Not enough data available

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

n/a

Portfolio Management

Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

83%
(Based on 9 reviews)

Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

74%
(Based on 7 reviews)

What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

78%
(Based on 6 reviews)

Workflow

Automate task approvals processes and handoffs at project milestones.

81%
(Based on 10 reviews)

Request Management

Manage project and change requests in the system, approving or sidelining requests.

87%
(Based on 8 reviews)

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

81%
(Based on 11 reviews)

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

84%
(Based on 10 reviews)

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

85%
(Based on 11 reviews)

Platform

Output Document Generation

Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Not enough data available

Sandbox / Test Environments

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Not enough data available

Customization

Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Not enough data available

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Not enough data available

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

Document & Content Mgmt.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Not enough data available

Project Resource Mgmt.

Budget Tracking

Enables project managers to track and manage time and expense budgets

Not enough data available

Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Not enough data available

Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Not enough data available

Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

Not enough data available

Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Not enough data available

Other Functionality

Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Not enough data available

Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

Not enough data available

Reconciliations

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

82%
(Based on 6 reviews)

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

Not enough data available

Time and Expense

Automated time and expense capture, tracking, approval, reimbursement and reporting

82%
(Based on 6 reviews)

Resource Management

Resource Database

Maintain a database of resources that contains employment details, skills and availability.

80%
(Based on 11 reviews)

Resource Allocation

Allocate resources to various projects, phases and tasks.

80%
(Based on 12 reviews)

Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

77%
(Based on 11 reviews)

Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

80%
(Based on 13 reviews)

Integration

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Not enough data available

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Not enough data available

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Not enough data available

Reporting & Analytics

Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

90%
(Based on 6 reviews)

Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

94%
(Based on 5 reviews)

Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

87%
(Based on 7 reviews)

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

80%
(Based on 6 reviews)

Platform

Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

81%
(Based on 14 reviews)

Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

75%
(Based on 11 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

74%
(Based on 15 reviews)

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

75%
(Based on 9 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

72%
(Based on 15 reviews)

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

69%
(Based on 12 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

79%
(Based on 14 reviews)

Platform

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objetcs, fields, rules, calculations, and views.

88%
(Based on 5 reviews)

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

80%
(Based on 6 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

75%
(Based on 6 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

76%
(Based on 5 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

78%
(Based on 6 reviews)

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

88%
(Based on 5 reviews)

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Not enough data available

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Not enough data available

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Not enough data available

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Integration

Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

64%
(Based on 5 reviews)

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Not enough data available

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Not enough data available

Platform

Reporting

Access pre-built and custom reports and dashboards.

Not enough data available

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Not enough data available

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Not enough data available

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Not enough data available