WorkBook - CRM, Project and Resource Management & Financial Management Software all-in-one

Process Management
Gain a complete overview of all on-going projects showing pure percentages of current expenditure and completion.
You are also provided with a clear ‘Follow-up list’ including all tasks in which you need to take action upon.

Resource Planning
Efficiently and effectively use your available resources.
A clear schedule of all employees jobs and tasks means that you can gain the absolute most of your employees time while immediately knowing who is available for upcoming projects.

Project Management
Produce and manage a graphical schedule of each individual job right up to deadline day.
Through the use of the Gantt Chart, you can show your employees and your customer exactly when each task will be undertaken and completed.

Lead/CRM Management
Keep track of the next generation of your customers.
WorkBook provides you with a complete overview of what is in the pipeline, sales proposals, opportunity management and campaign management.

Budget & Invoicing
Create and send your service to your customers by producing a detailed layout of tasks.
The similarity between creating a price estimation and an invoice means that minimal time is necessary in order to create, personalise and send a detailed description to your customer.

Document Management
Save and store your important documents in 1 central place meaning all necessary information is easily accessible for all employees working on this project.
This means no time is wasted searching through all those USB sticks and email attachments.

Finance Management
Provide an overview of your company’s finances as soon as you enter your WorkBook.
It is possible for you to sort your financial statistics including gross profit and net profit by individual job, department, employee, customer and many more.

Dashboard
Customise your very own dashboard to immediately show you the important figures and updates within your business.
You can choose to view time utilisation, gross profit analysis, sales invoices for approval and the latest blog entries every single time you log on to WorkBook.

Time sheet entry
Complete your weekly time sheet with ridiculous ease.
Entering your hours onto your time sheet via the start/stop traffic light means just 1 click to start and stop the timer automatically adding the total number of hours or minutes onto your time sheet.