WorkBook

(17)
4.0 out of 5 stars

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.

Not enough data available

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.

79%
(Based on 10 reviews)
Due Dates

Set deadlines on tasks.

82%
(Based on 10 reviews)
Task Prioritization

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

75%
(Based on 9 reviews)
To-Do Lists

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

79%
(Based on 10 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.

Not enough data available

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.

82%
(Based on 10 reviews)
Comments

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

81%
(Based on 10 reviews)
Documents and Uploads

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

79%
(Based on 10 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.

Not enough data available

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.

76%
(Based on 7 reviews)
Calendar View

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

85%
(Based on 9 reviews)
Baselining / KPIs

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

Not enough data available

Project Budgeting

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

87%
(Based on 8 reviews)
Issue Tracking

Track issues and manage resolutions.

79%
(Based on 5 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

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.

85%
(Based on 5 reviews)
Portfolio Budgeting

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

Not enough data available

What-If Scenarios

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

Not enough data available

Workflow

Automate task approvals processes and handoffs at project milestones.

90%
(Based on 6 reviews)
Request Management

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

Not enough data available

Cost Tracking

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

85%
(Based on 6 reviews)
ROI and Forecasting

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

88%
(Based on 6 reviews)
Risk Analysis

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

85%
(Based on 6 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

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.

Not enough data available

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

Not enough data available

Resource Management
Resource Database

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

78%
(Based on 6 reviews)
Resource Allocation

Allocate resources to various projects, phases and tasks.

76%
(Based on 7 reviews)
Workload Capacity

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

76%
(Based on 7 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.

78%
(Based on 9 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

Not enough data available

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

Not enough data available

Budgeting / Forecasting

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

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

Platform
Alerts

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

83%
(Based on 9 reviews)
Mobile

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

68%
(Based on 7 reviews)
User, Role, and Access Management

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

79%
(Based on 10 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.

70%
(Based on 5 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards.

75%
(Based on 10 reviews)
Customization

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

68%
(Based on 8 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.

78%
(Based on 10 reviews)
Platform
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objetcs, 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 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

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

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

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.

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.

Not enough data available

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