WorkBook

WorkBook is an innovative software solution that combines CRM, Project/Resource Management, and integrated Finance & Accounting into one powerful system. Say goodbye to the hassle of managing multiple systems for your project-driven business – WorkBook has got you covered. With compatibility for both Mac and PC, this web-based software is suitable for any team. Elevate your customer relationship management with WorkBook's activity tracking, pipeline progress monitoring, document management, and email/calendar integration features. Keep your projects running smoothly with task lists and resource scheduling, Gantt chart planning, time sheet and expense/mileage tracking (including an iPhone app for easy time entries), price estimation/quotes, purchase orders, and billing capabilities. With WorkBook's Finance & Accounting module, you can efficiently manage your accounts payable and receivable, utilize a chart of accounts, track various forms of revenue recognition, set up approval workflows for accounts payable vouchers, create finance budgets, make cheque payments, integrate with your bank, reconcile accounts, and utilize the Subscription Management Module for automated billing. And best of all, WorkBook is SOX compliant to ensure your financial processes are up to standard. Give your business a competitive edge with WorkBook.