WorkBook

Projektmanagement & Ressourcenmanagement, Buchhaltung und CRM-Lösung für Werbeagenturen

4,1 /5 (45 Bewertungen) Eine Bewertung schreiben

WorkBook Übersicht

Was ist WorkBook?

WorkBook enthält Schlüsselfunktionen für den Sektor professioneller Dienstleistungen und zielt vor allem auf Werbe-, PR-, Marketing- & Kommunikationsagenturen, Architekten, Berater und Ingenieurgesellschaften ab. Es wird weltweit von Organisationen verwendet und hilft Unternehmen dabei, die Sales-Pipeline zu überwachen, den Zeitaufwand für einzelne Aufgaben zu verfolgen, Ressourcen zu planen und die Kapazitätsauslastung, Abrechnung sowie integrierte Buchhaltung zu überwachen. Die einzelnen Module können individuell gewählt werden und der Nutzer zahlt nur für das, was er auch wirklich braucht.

WorkBook Übersicht

Kosten

Beginnt ab
20,00 €/Monat

Preisoptionen

Gratis Testen
Einmalige Lizenz
Abonnement
Preis-Leistungs-Verhältnis

WorkBook Funktionen

Geräte
Unternehmensgröße
K M G
Märkte
Vereinigte Staaten von Amerika, Kanada, Vereinigtes Königreich, Australien, China und 5 weitere , Indien, Japan, Deutschland, Brasilien, Mexiko
Unterstützte Sprachen
Deutsch, Dänisch, Englisch, Finnisch, Niederländisch und 3 weitere , Norwegisch, Schwedisch, Spanisch

Medien

Gantt scheduling
Kanban task lists
Integrated collaboration and notifications
Easily create price quotes with your own layout and design
Global scheduling
Easy task overview
Create and send invoices directly from within WorkBook
Integrate to your file server to keep everything in one place
Enter and keep track of personal expenses
Multiple ways of entering time to your time sheet
Videos zu WorkBook WorkBook Screenshot: Gantt scheduling WorkBook Screenshot: Kanban task lists WorkBook Screenshot: Integrated collaboration and notifications WorkBook Screenshot: Easily create price quotes with your own layout and design WorkBook Screenshot: Global scheduling WorkBook Screenshot: Easy task overview WorkBook Screenshot: Create and send invoices directly from within WorkBook WorkBook Screenshot: Integrate to your file server to keep everything in one place WorkBook Screenshot: Enter and keep track of personal expenses WorkBook Screenshot: Multiple ways of entering time to your time sheet

WorkBook Bewertungen

WorkBook Bewertungen

Gesamtbewertung
4,1
/
5
Ausgezeichnet
18

Sehr gut
17

Durchschnitt
8

Gering
2

Schlecht
0

Preis-Leistungs-Verhältnis
3,7
Funktionen
3,5
Bedienkomfort
3,8
Kundenbetreuung
4,3
78% haben diese Anwendung empfohlen
Martin C.

overall, very positive.


Mit Google übersetzen
Erik T.

Workbook

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. They really have an extensive solution for all parts of our business; from CRM, to Cost calculations, Quotation, resource planning, time reporting, flex-hour handling to billing and accounting and analysis all in the same interface. The platform also handles global multi-regional clients and billing in a good way. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there.

Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies.

Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees.


Mit Google übersetzen
Diana J.

The tool that best adapts to our needs, very difficult to implement

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.


Mit Google übersetzen
Dolan H.

UK Agency Review

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company.

Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve.

It is intuitive and easy to use that the key component areas of timesheets and budgets that the majority of staff use have been adopted enthusiastically. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product.

Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business.

I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly.


Mit Google übersetzen
Fred P.

The right decision

Overall we are very pleased with the decision we made


Mit Google übersetzen
Martin C.
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

overall, very positive.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 28.6.2018
Quelle der Bewertung: Capterra

Vorteile

excellent resource planning and project management, good summary information for PMs. easy to use. HTML interface is much better than Silverlight now.

Nachteile

a lot of the reports are unclear, where figures are derived from. There are too many of them to be of real use. It would be great if reports were tailored to company requirements as part of set up.

As an engineering firm and not an agency, we feel that sometimes our core requirements are disregarded, or overlooked.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Erik T.
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

Workbook

Bewertet am 27.5.2015
Quelle der Bewertung: Capterra

Pros:
We have used 3 different PM-tools previously and about 20 trial versions of different PM-tools previously before Workbook. No other tool keeps their promise like WorkBook when it comes of being the full solution. Most other tools can't even do half of the features that WorkBook handles. They really have an extensive solution for all parts of our business; from CRM, to Cost calculations, Quotation, resource planning, time reporting, flex-hour handling to billing and accounting and analysis all in the same interface. The platform also handles global multi-regional clients and billing in a good way. A need for us since we are handling clients with multiple debtors scattered across different countries. I know no other platform which handles that without being a very expensive custom made platform. WorkBook easily handles different regions with individual currency, payment cycles and VAT rules, making a lot of the process automated. Just set up your client sub debtors and it's all there.

Cons: WorkBook is very extensive, so I would not recommend this product to smaller companies. WorkBook suits companies where there's a resource available for handling Admin / Traffic of such a tool. So if you don't have that setup, then it is not a tool for you. In other words, probably a solution for minimum 10+ employee companies.

Summary: WorkBook is the only one out there we found that handles pretty much everything you need for Admin of an enterprise and at an attractive price. But it is not for micro-companies with 3-10 employees.

Verteilung der Bewertung

Bedienkomfort
Kundenbetreuung

Diana J.
Branche: Design
Untern. Größe: 11-50 Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

The tool that best adapts to our needs, very difficult to implement

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 9.6.2020
Quelle der Bewertung: Capterra

That the team is familiar with the infinity of options that it offers you is an impossible task, and although the consultants have been very friendly, we are not managing to integrate the tool into our daily life.

Vorteile

I looked for an ERP that could adapt to the needs of a service agency, and among a benchmark of more than 15 options we opted for a workbook for its price and proposal.

Nachteile

Its implementation has been very complicated, so much so that we are not yet at an optimal point in the process and not very satisfied with this.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 2.0/10

Dolan H.
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

UK Agency Review

Bewertet am 27.5.2015
Quelle der Bewertung: Capterra

We were looking for an intergrated CRM / Pipeline / Job Costing and finance system. We had conducted intensive research on the options available on the market. Our challenge was to have realtime information that allowed us to react swiftly and in an accurately informed way to work in process, not only on the external spend but the recording of time and the financial impact it was having on the project and therefore the company.

Workbook was a last minute option and we decided to have a demo in order to confirm our original choice but that demo changed our opinion and workbook proved it had arrived at a place the other systems were looking to achieve.

It is intuitive and easy to use that the key component areas of timesheets and budgets that the majority of staff use have been adopted enthusiastically. The move from our old systems hasn;t been without teething problems but customer service has been great and they have responded to all the requests and challenges we have thrown at them. There are still some challenges around certain elements in the finance section, the replacement of Sage 100 in our case, but these are now under development as thier model is to constantly seek to improve the product.

Importantly we now have the data from projects at our fingertips and this has proved invaluable and will in the long term it will have a positive financial effect on our business.

I would recommend this to any business that is fast moving, needs to record time accurately and respond to clients changes and needs quickly.

Verteilung der Bewertung

Bedienkomfort
Kundenbetreuung

Fred P.
Branche: Design
Untern. Größe: 11-50 Mitarbeiter
Übersetzen auf: Deutsch
Übersetzen auf: Deutsch

The right decision

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 17.3.2019
Quelle der Bewertung: Capterra

Overall we are very pleased with the decision we made

Vorteile

Multiple functionality is streamlines a day-to-day workflow and allows us to analyse what’s going on from so many angles

Nachteile

Learning to use this software took far too long and was not well administered. People teaching uscdidn’t seem to have a grasp on our business. No this happened a year or two before Deltek took over, I was not administered by them.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote: 10.0/10

Nutzerempfehlung
6,7/10
Basierend auf 45 Benutzerbewertungen
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen

WorkBook Preis

WorkBook Preis

Beginnt ab
20,00 €/Monat
Gratis Testen
Einmalige Lizenz
Abonnement
Preis-Leistungs-Verhältnis
Preis-Leistungs-Verhältnis
3,7/5
Basierend auf 45 Benutzerbewertungen
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen

WorkBook Funktionen

WorkBook Funktionen

API
Aktivitäts-Dashboard
Aktivitäts-Verfolgung
Aufgaben-Nachverfolgung
Aufgabenmanagement
Aufgabenplanung
Aufgabenplanung
Automatische Benachrichtigungen
Berichterstattung und Statistik
Drag-and-Drop-Oberfläche
Fortschrittsverfolgung
Gantt-Diagramme
Integration von Dritten
Priorisierung
Prognosen
Projekt-Nachverfolgung
Projektmanagement
Projektplanung
Projektzeiterfassung
Werkzeuge zur Zusammenarbeit
Funktionen
3,5/5
Basierend auf 45 Benutzerbewertungen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen

Kategorien

Zusätzliche Informationen für WorkBook

Zusätzliche Informationen für WorkBook

Schlüssel-Features von WorkBook

  • API
  • Abonnementverwaltung
  • CRM & Pipeline Management
  • Implementierung innerhalb des Unternehmens
  • Integrierte Buchhaltung oder Integration in ein anderes Finanzsystem
  • Kundenportal
  • Multi-Unternehmen / Multi-Währung / Multi-Sprache
  • Projektmanagement
  • Ressourcenmanagement
  • Umfasst 300+ integrierte Berichte und einen Berichts-Editor
  • Zeit-, Kosten-, Material- und Kilometereintrag
  • Zusammenarbeit

WorkBook Häufig gestellte Fragen

WorkBook Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über WorkBook.

F. Welche Preispläne bietet WorkBook an?

WorkBook bietet folgende Kostenpläne an:

Beginnt ab: 20,00 €/Monat

Preismodell: Einmalige Lizenz, Abonnement

Gratis Testen: Verfügbar

F. Was sind die Hauptfunktionen von WorkBook?

WorkBook bietet die folgenden Funktionen:

  • Umfasst 300+ integrierte Berichte und einen Berichts-Editor
  • API
  • Integrierte Buchhaltung oder Integration in ein anderes Finanzsystem
  • CRM & Pipeline Management
  • Zusammenarbeit
  • Kundenportal
  • Implementierung innerhalb des Unternehmens
  • Multi-Unternehmen / Multi-Währung / Multi-Sprache
  • Projektmanagement
  • Ressourcenmanagement
  • Abonnementverwaltung
  • Zeit-, Kosten-, Material- und Kilometereintrag

F. Wer sind die typischen Nutzer von WorkBook?

WorkBook hat die folgenden typischen Kunden:

Großunternehmen, Mittlere Unternehmen

F: Welche Sprachen werden von WorkBook unterstützt?

WorkBook unterstützt die folgenden Sprachen:

Deutsch, Dänisch, Englisch, Finnisch, Niederländisch, Norwegisch, Schwedisch, Spanisch

F. Unterstützt WorkBook mobile Geräte?

WorkBook unterstützt die folgenden Geräte:

iPhone

F. Mit welchen anderen Applikationen integriert WorkBook?

WorkBook kann in folgende Anwendungen integriert werden:

ActiveCampaign, ActiveCampaign, Dropbox Business, Dynamics 365, Google Drive, Google Workspace, Microsoft OneDrive, Storagepipe Email Archiving

F. Welche Varianten der Kundenbetreuung bietet WorkBook an?

WorkBook bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Forum, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen