What is WorkBook Software?
Developed specifically for agencies by Deltek, WorkBook knows you and understands what you need. From daily tasks to the big picture; from project mobilizers who live at the epicenter of the work to the management team charged with the overall success and growth of your agency, WorkBook offers a complete agency management solution that provides the clarity and insight you need to manage your agency's project and financial needs, now and in the future. WorkBook is a project management software suite designed for advertising and communications agencies. Perfect solution for multiple location and collaboration through integrated conversations. Ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing & accounting. Highly customizable solution with modular pricing. Pay only for what you need.
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WorkBook Software Reviews (1)
- ★★★★★1
- ★★★★★0
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
WorkBook consolidates what previously required four separate systems into a single integrated platform that agencies can actually use across all departments. The reviewer, who moved from a mix of open-source and paid tools, emphasizes that the unified system eliminated repetitive data entry and delivered measurable time and cost savings weekly. They use all major modules—CRM, project management, resource management, and accounting—and report gaining clear visibility into revenue forecasts, project status, and team capacity.
The main trade-off is cost: the subscription is higher than some of the earlier systems combined, though the reviewer considers it justified by efficiency gains. There's one noted limitation: the CRM functionality could be broader, though this doesn't seem to have prevented adoption across the organization. With only a single review available, this summary reflects one user's experience rather than a pattern across many.
★★★★★
Friday, August 23, 2013
AllAdvertising“We previously had 4 different systems (2 of which were…”
We previously had 4 different systems (2 of which were open source meaning that functionality was severely lacking even though it was free!) that we were using on a daily basis and fighting a losing battle in attempting to get a true overview of our agency. We spent countless hours in re-entering data in 3 of these systems - these problems magically disappeared when WorkBook contacted me. Yes I have had to pay a little extra than I was currently paying but the time, money and effort that I am now saving every week is astounding. I am now using all areas of WorkBook (CRM, Project Management, Resource Management + full Accounting system) providing me with a true overview of expected revenue, project progression and resource capacity, just to mention a few advantages. Brilliant. Pros: 1 integrated system for all areas of my agency. Everyone uses the same system! Fantastic overview of the agency covering potential new business, upcoming and ongoing projects, resource capacity, invoicing and company financing. Cons: I would like it if the CRM system could have more functionality.