WorkBook

Solución de contabilidad y CRM, gestión de proyectos y gestión de recursos para agencias de publicidad

4,1 /5 (46 opiniones) ¡Escribe una reseña!

Información general sobre WorkBook

¿Qué es WorkBook?

WorkBook incluye muchas funciones y es extremadamente fácil de usar. Funciona muy bien tanto en Mac como en PC.

CRM
Seguimiento de actividades
Progreso del proceso
Conversión de procesos en proyectos
Integración del correo electrónico

Gestión de recursos y proyectos
Listas de tareas y programación de recursos
Planificación de diagramas de Gantt
Planilla horaria + aplicación para iPhone para registro horario
Registro de millas y gastos
Presupuestos/estimaciones de costos
Órdenes de compra
Facturación
Gestión de documentos

Finanzas y contabilidad
Cuentas por pagar/por cobrar
Gráfico de cuentas
Trabajo en progreso
Flujo de trabajo de aprobación de cupones de Cuentas por pagar
Presupuesto financiero
Impuesto a las ventas de EE. UU./Canadá
Pagos de cheques
Pagos bancarios
Conciliación bancaria
Módulo de gestión de suscripciones (facturación automatizada)

WorkBook también se puede integrar con otros sistemas de finanzas, si prefieres utilizar un sistema existente en lugar del sistema de contabilidad incorporado.

WorkBook cumple con las regulaciones de SOX.

Información general sobre WorkBook

Precio

A partir de
EUR 20,00/mes

Opciones de precios

Prueba gratis
Licencia de pago único
Suscripción
Relación calidad-precio

Funciones de WorkBook

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Asia, Australia, Brasil, Canadá, China y otros 5, Europa, Alemania, India, Japón, Latinoamérica
Idiomas admitidos
Danés, Neerlandés, Inglés, Finés, Alemán y otros 3, Noruego, Español, Sueco

Capturas de pantalla

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

Opiniones de WorkBook

Opiniones de WorkBook

Calificación general
4,1
/
5
Excelente
18

Muy bien
18

Normal
8

Pobre
2

Malo
0

Relación calidad-precio
3,9
Funciones
3,6
Facilidad de uso
3,8
Asistencia al cliente
4,3
78% Un ha recomendado esta aplicación
Martin C.

overall, very positive.


Traducir con Google
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.


Traducir con Google
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.


Traducir con Google
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.


Traducir con Google
Tomasz W.

Extraordinary tool with good support

We've been running our consulting and accounting business for over 20 years. Most of the time we used various project management, time tracking and billing systems. Last year we decided to introduce WorkBook and replace the previous system we used.

As we knew what we needed, the implementation was fast (approx. 5 working days). The new solution was easily accepted by all people in our organization and we didn't experience any challenges in this area, opposite to previous systems.

Some features that were important for us:
- multi-language interface,
- invoicing in many currencies and languages,
- direct access to the database allowing easy creation of own reports and integration with other systems we use,
- easy administration,
- ticket system for quality management system,
- conversations that are very useful not only for communication, but also making reports of the minutes and tracking various project activities.

When we started using the Polish interface we found many translations inaccurate or even funny. We were not very happy about it, however the translation tool allows us not only to adjust the translations to the Polish language, whenever we find a mistake, but also to the nomenclature we use internally.

The only thing we miss is a wiki module that would allow to describe the internal processes and tracking their changes.

The customer service answers very fast, what is not to overestimate these days - 5 stars in each category.


Traducir con Google
Martin C.
Traducir a español

overall, very positive.

Software usado A diario durante Más de dos años
Revisado el 28-06-2018
Fuente de la reseña: Capterra

Puntos a favor

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

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Erik T.
Traducir a español

Workbook

Revisado el 27-05-2015
Fuente de la reseña: 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.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Diana J.
Sector: Diseño
Tamaño de la empresa: 13-50 empleados
Traducir a español

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

Software usado A diario durante Más de un año
Revisado el 09-06-2020
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 2.0/10

Dolan H.
Traducir a español

UK Agency Review

Revisado el 27-05-2015
Fuente de la reseña: 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.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Tomasz W.
Traducir a español

Extraordinary tool with good support

Revisado el 27-05-2015
Fuente de la reseña: Capterra

We've been running our consulting and accounting business for over 20 years. Most of the time we used various project management, time tracking and billing systems. Last year we decided to introduce WorkBook and replace the previous system we used.

As we knew what we needed, the implementation was fast (approx. 5 working days). The new solution was easily accepted by all people in our organization and we didn't experience any challenges in this area, opposite to previous systems.

Some features that were important for us:
- multi-language interface,
- invoicing in many currencies and languages,
- direct access to the database allowing easy creation of own reports and integration with other systems we use,
- easy administration,
- ticket system for quality management system,
- conversations that are very useful not only for communication, but also making reports of the minutes and tracking various project activities.

When we started using the Polish interface we found many translations inaccurate or even funny. We were not very happy about it, however the translation tool allows us not only to adjust the translations to the Polish language, whenever we find a mistake, but also to the nomenclature we use internally.

The only thing we miss is a wiki module that would allow to describe the internal processes and tracking their changes.

The customer service answers very fast, what is not to overestimate these days - 5 stars in each category.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Recomendación de usuario
6,7/10
Basado en 46 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de WorkBook

Precios de WorkBook

A partir de
EUR 20,00/mes
Prueba gratis
Licencia de pago único
Suscripción
Relación calidad-precio
Relación calidad-precio
3,9/5
Basado en 46 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de WorkBook

Funciones de WorkBook

API
Creación de informes y estadísticas
Diagramas de Gantt
Gestión de proyectos
Gestión de tareas
Herramientas de colaboración
Hojas de control de horas
Integración de terceros
Interfaz para arrastrar y soltar
Notificaciones automáticas
Panel de actividades
Planificación de proyectos
Priorización
Proyecciones
Seguimiento de actividades
Seguimiento de horas de proyecto
Seguimiento de tareas
Seguimiento del avance
Seguimiento del proyecto
Varios proyectos
Funciones
3,6/5
Basado en 46 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Vídeos y tutoriales

Vídeos y tutoriales

Preguntas frecuentes sobre WorkBook

Preguntas frecuentes sobre WorkBook

He aquí algunas preguntas frecuentes sobre WorkBook.

P. ¿Qué tipo de planes de precios ofrece WorkBook?

WorkBook ofrece los siguientes planes de precios:

A partir de: EUR 20,00/mes

Modelo de precios: Licencia de pago único, Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de WorkBook?

No tenemos información sobre las características de WorkBook

P. ¿Quiénes son los usuarios habituales de WorkBook?

Los clientes habituales de WorkBook son:

Empresas Grandes, Empresas medianas

P. ¿Qué idiomas admite WorkBook?

WorkBook admite los siguientes idiomas:

Danés, Neerlandés, Inglés, Finés, Alemán, Noruego, Español, Sueco

P. ¿Qué tipo de planes de precios ofrece WorkBook?

WorkBook cuenta con los siguientes planes de precios:

Licencia de pago único, Suscripción

P. ¿WorkBook es compatible con dispositivos móviles?

WorkBook admite los siguientes dispositivos:

iPhone

P. ¿Con qué otras aplicaciones se integra WorkBook?

WorkBook se integra con las siguientes aplicaciones:

ActiveCampaign, ActiveCampaign, Dropbox Business, Dynamics 365, G Suite, Google Drive, Microsoft OneDrive, SAP Financials OnDemand, Storagepipe

P. ¿Qué tipo de asistencia ofrece WorkBook?

WorkBook ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo