Workbook Review

WorkBook is a suite of integrated business applications offered through a software-as-a-service (SaaS) solution. The platform combines the features and functionality of project management, customer relationship management (CRM) and financial management systems. With this program, companies can enjoy operations on different aspects of business management, such as employee time tracking, resource tracking, customer billing, following sales opportunities, and more. The system is offered as a modular productivity tool that offers users powerful functionality and can combine and replace existing business applications. It also boasts flexibility that allows you to choose the modules that meet their needs and requirements.

WORKBOOK – TUTORIAL

Here is a tutorial to use the features of this software:

WORKBOOK – FEATURES

• Centralize communications between teams and customers
• Save important emails and documents to the appropriate client and pipeline
• Stay connected to your team from anywhere with the free WorkBook Collaboration app
• Add the Client Portal to centralize customer communications and reduce emails
• Manage contacts and activities
• Easily enter potential customers and contacts
• Add calendar and email integration to synchronize your contacts and emails from Google or Outlook
• Schedule tasks and assign follow-up tasks with automatic reminders
• Manage leads
• Assign probability and weighted revenue to pipelines in order to inform agencies’ potential cash flow
• Convert a pipeline into a job to start tracking hours right from the bidding stage
• Import lead data by integrating it with email marketing software tools via an open API
• Create more accurate quotes based on historical project data
• Identify when your agency can and should take on more work
• Gain valuable insight into which projects are most profitable for your agency
• Collaborate with the team and the client
• Centralize communication by sharing files and feedback within the activity or project itself
• Keep up with instant notifications of conversation activity or necessary action
• Facilitate the creative process by simplifying the review and approval process
• Allow your customers to enter requests and see the progress of the project by adding the Customer Portal
• Manage projects and activities
• Make the most of your day with flexible task management features like Kanban and Scrum Board
• Quickly adjust timelines and activities, and immediately notify team members when priorities change
• Control costs and manage budgets
• Enter supplier quotes in the appropriate project and generate corresponding POs
• Monitor project profitability and control costs in real time
• Add the Mileage, Expense and Materials module to capture all costs associated with the project
• Take action to avoid project overloads and employee exhaustion before they occur
• Allocate resources and optimize employee use
• Drag assets directly into activities
• Improve resource assignments with business qualifications based on availability, experience and competence
• Predict your team’s capacity weeks or months in advance
• Add calendar and email integration to avoid scheduling conflicts by synchronizing assignments to users’ calendars.