Workbook CRM App


by WorkBook

Software fro project driven businesses
Suited for: Smbs, Enterprises
Helps with: Accounting,CRM,Project Management Tools
Languages: English
Similar to: SalesForce Sales Cloud App NetSuite CRM App Sage CRM App Insightly App More...

What is it all about?

Workbook is a grown-up software suite for project and resource management, customer relationship management and accounting .

Video & screenshots


Workbook App Screen 0 Workbook App Screen 1 Workbook App Screen 2 Workbook App Screen 3

Who is it for?


Key Features

CRM & Pipeline - Easy adding prospects and contacts - Email import (outlook & gmail) - Activities & follow-up list - Saving files - Adding pipelines with weighted revenue - Integration to activecampaign for email - - Logging progress of sales activities - Pipeline forecasting / cash-flow - forecasting dashboard for the next 12 months - Manage contacts on lists (an easy way to sent out a christmas greetings!) - Sync contacts to outlook and google contacts - Easy conversion of a pipeline to a project Project & Resources: - Easy adding projects & tasks - Collaboration with team members and get instant notifications - saving files to projects and comment on them - upload briefings to ensure all team members knows what to do -create great looking price quotes and invoices that can be emailed to the client - add all cost elements to the project - integration to email and calendar (outlook and gmail) - request supplier quotes and create purchase orders -create gantt charts and link tasks (bindings) - collaborate with your client through the client portal - follow-up on client/project/employee profitability - traffic views for resource planning including calendar view - really easy time sheet/expense entry on iphone & ipad app - start & stop timer Finance & Accounting - chart of accounts and easy journal entry - 21 built-in dimensions + 10 custom defined dimensions - general ledger imports - automatic posting of project related costs to system accounts - accounts payable & accounts receivable with balance ageing - cheque cutting and bank integration - intelligent ocr supplier invoice scanning and electronic approval - flexible customizable finance reports - accounts receivable due invoices reminder - accounts receivable interest calculation bank reconciliation - multi-company, multi-currency and inter-company transactions/settlement - flexible accounting period control - financial budgets - numerous data exports - flexible sales tax and vat setup - sox compliant - subscription module for automatic billing - credit card integration for expense entries - numerous views for controlling and follow-up - business intelligence, dashboard & report writer add-on


- CRM & Pipelines - Projects & Resources - Finance & Accounting



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Free Trial: Available (No Credit Card Required)
Starting At $19/Month/User

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