WorkBook Edition overview

Choose the package that best fits your agency’s needs.

Choose from 4 different packages

Every package includes: time and expense, email and calendar integration, collaboration, a project request portal, a mobile app, open API access and single sign-on capability.

When your team requires additional features—like CRM and finance—there is a WorkBook package to perfectly fit your needs.

Projects Base

Complete project and resource management

Projects CRM

Added features to support new business

Projects Finance

Added features to support finance

Full suite

Fully integrate Projects + CRM + Finance

Projects
- - Project budgetting
  - Project planning & scheduling
  - Task management
  - Capacity forecasting
  - Approval workflows
  - Project reporting
  - Multi-company
  - Multi-currency
- request price

Projects + CRM
- - Project budgetting
  - Project planning & scheduling
  - Task management
  - Capacity forecasting
  - Approval workflows
  - Project reporting
  - Multi-company
  - Multi-currency
  - Opportunity forecasting
  - Client revenue reporting
  - Client profitability reporting
- request price

Projects + Finance
- - Project budgetting
  - Project planning & scheduling
  - Task management
  - Capacity forecasting
  - Approval workflows
  - Project reporting
  - Multi-company
  - Multi-currency
  - Cashflow forecasting
  - Automatic Work In Progress
  - Accounts receivable
  - Accounts payable
  - General ledger
  - Banking
- request price

Full Suite
- - Project budgetting
  - Project planning & scheduling
  - Task management
  - Capacity forecasting
  - Approval workflows
  - Project reporting
  - Multi-company
  - Multi-currency
  - Opportunity forecasting
  - Client revenue reporting
  - Client profitability reporting
  - Cashflow forecasting
  - Automatic Work In Progress
  - Accounts receivable
  - Accounts payable
  - General ledger
  - Banking
- request price