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Compare ClientFlow vs WorkBook

What is better ClientFlow or WorkBook? If you need to have a easy way to learn which Project Management Software product is better, our proprietary system gives ClientFlow a score of 8.0 and WorkBook a score of 8.0 for total quality and performance. Furthermore, ClientFlow is rated at 100%, while WorkBook is rated 97% for their user satisfaction level.

You can also review their product details, including functions, tools, options, plans, pricing, and many more. Check whether the solution allows you to customize a few of its funnels to make sure it complements your own business processes.

In the event you would like to quickly locate the optimal Professional Services Automation Software - PSA according to our experts we suggest you take a look at one of these solutions: QuickBooks Enterprise, Monday.com, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Client Communication
  • Approvals
  • Message Templates
  • Custom Branding
  • Actionable via Email
  • Mail Tracking
  • Smart Actions
  • Team Inbox
  • Common Inbox for Clients
  • Advanced Filters
  • Assign Conversations
  • Internal Comments
  • Open and Close Threads
  • Follow Conversations
  • Reminders
  • Task Comments
  • Task Status
  • Time Tracking
  • Kanban Board
  • Due Dates
  • Sub Tasks
  • Notifications
  • Attachments
  • Descriptions
  • Bulk Time Clocking
  • Time Logs
  • Budgeted Time

Pricing Info

ClientFlow offers the following basic/enterprise pricing schemes:

ClientFlow Pro – $19/user/month

  • Minimum 2 Users
  • 24/7 Customer Support
  • Unlimited Threads
  • Unlimited Approvals
  • Unlimited Tasks
  • Unlimited Time Entries
  • Unlimited Clients
  • Unlimited Projects
  • Unlimited Client Contacts

ClientFlow Enterprise – Custom Enterprise Pricing

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Cygnal

Integrations

ClientFlow integrates with the following applications and more:

  • Gmail
  • Zapier
  • Dropbox
  • Google Drive
  • Facebook
  • Twitter

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A project management software with a shared inbox functionality, created specifically for client service teams. The solution helps users stay on top of their email conversations, manage tasks, and control their timesheets within a single, unified environment.

Company Email

hello@clientflow.com

Contact No.

Company's Address

Report Garden Inc.
1013 Centre Road, Suite 403-B, Wilmington
New Castle County, Delaware, 19805
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Easy Adding Prospects And Contacts
  • Activities & Follow-Up List
  • Saving Files
  • Adding Pipelines With Weighted Revenue
  • Integration To Activecampaign For Email Marketing
  • Logging Progress Of Sales Activities
  • Pipeline Forecasting / Cash-Flow Forecasting Dashboard For The Next 12 Months
  • Manage Contacts On Lists
  • Sync Contacts To Outlook And Google Contacts
  • Easy Conversion Of A Pipeline To A Project
  • Easy Adding Projects & Tasks
  • Follow-Up On Tasks Assigned -> Hours Allocated -> Hours Used
  • Collaboration With Team Members And Get Instant Notifications
  • Saving Files To Projects And Comment On Them
  • Upload Briefings To Ensure All Team Members Knows What To Do
  • Create Great Looking Price Quotes And Invoices That Can Be Emailed To The Client
  • Add All Cost Elements To The Project
  • Integration To Email And Calendar (Outlook And Gmail)
  • Request Supplier Quotes And Create Purchase Orders
  • Create Gantt Charts And Link Tasks (Bindings)
  • Collaborate With Your Client Through The Client Portal
  • Follow-Up On Client/Project/Employee Profitability
  • Traffic Views For Resource Planning Including Calendar View
  • Really Easy Time Sheet/Expense Entry On Iphone & Ipad App
  • Start & Stop Timer
  • Chart Of Accounts And Easy Journal Entry
  • 21 Built-In Dimensions + 10 Custom Defined Dimensions
  • General Ledger Imports
  • Automatic Posting Of Project Related Costs To System Accounts
  • Accounts Payable & Accounts Receivable With Balance Ageing
  • Cheque Cutting And Bank Integration
  • Intelligent OCR Supplier Invoice Scanning And Electronic Approval
  • Flexible Customizable Finance Reports
  • Accounts Receivable Due Invoices Reminder
  • Accounts Receivable Interest Calculation
  • Bank Reconciliation
  • Multi-Company, Multi-Currency And Inter-Company Transactions/Settlement
  • Flexible Accounting Period Control
  • Financial Budgets
  • Numerous Data Exports
  • Flexible Sales Tax And Vat Setup
  • Sox Compliant
  • Subscription Module For Automatic Billing
  • Credit Card Integration For Expense Entries
  • Numerous Views For Controlling And Follow-Up
  • Business Intelligence, Dashboard & Report Writer Add-On

Pricing Info

WorkBook offers a very flexible pricing scheme that enables you to choose modules and add-ons that will suit your company or your role. Basic plan starts at $19 per user per month (30 users minimum) and includes the following features:

  • Timesheet
  • Unlimited customers and projects
  • Collaboration features
  • File sharing

Advanced tools such as Invoicing and Billing, Resource Planning and Gantt Charts, Price Quotes, etc. can be added for an additional cost.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

JWT, Veritas, DDB, McCann WorldGroup, BBDO

Integrations

WorkBook supports integrations with the following business applications:

  • ActiveCampaign
  • Google Drive
  • SAP Financials OnDemand
  • Email Archiving
  • Microsoft Dynamics NAV in the Cloud
  • Microsoft Dynamics AX
  • Dropbox
  • Replicon Professional Services Automation Software
  • Microsoft Business Solutions
  • Google Mail and Calendar
  • Microsoft Outlook
  • MagPeople
  • Dynamis AI
  • Readsoft

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

WorkBook is a grown-up software suite for project and resource management, CRM and accounting.

Company Email

Contact No.

Company's Address

Teglværksgade 37, 2100 Copenhagen, Denmark

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.7

User Satisfaction

CUSTOMER EXPERIENCE 95%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Real-time dashboards
  • Integrations
  • Dependencies
  • Resource allocation and management
  • Project templates
  • Time tracking
  • Document proofing
  • Task management
  • Notes tracking
  • Board view
  • Approval tracking
  • File sharing
  • Categories
  • Custom reports
  • Gantt charts
  • Request forms

Pricing Info

Wrike pricing is tiered according to the features you need. Meanwhile, you may contact the vendor to request for packages based on your professional services. This ensures a better onboarding and deployment that matches your needs best.

Free – $0

This plan is for teams of up to 5 users who need a simple task management tool.

  • Real-time activity stream
  • iOS and Android apps
  • Advanced email integration
  • Task discussions
  • Spreadsheet view
  • Task management
  • Basic app integrations
  • File sharing

Professional – $9.80/user/month

This plan is for teams of up to 5, 10 and 15 users who need a more robust project planning and collaboration solution.

  • All inclusions of Free plan
  • Advanced filters
  • Shareable, real-time Dashboards
  • Custom widgets
  • Dynamic timeline
  • Gantt Chart
  • Workload view
  • Time-tracking
  • 5GB storage
  • Advanced mass actions
  • Notification center
  • MS Project, Excel, iCal, and RSS integrations
  • Unlimited collaborators
  • Custom reports
  • Unlimited levels of hierarchy folders
  • Subtasks

Business – 24.80/user/month

This plan is for teams with at least 5 up to 200 users who need more advanced reporting and work management customization options.

  • All inclusions of Professional plan
  • Resource management
  • Shared workflows
  • Salesforce integration
  • Scheduled notifications
  • Custom workflows
  • Branded workspace
  • 50GB storage
  • Graphical analytics
  • Request form
  • Custom fields
  • User group and permission
  • Report templates
  • 15GB video upload/month
  • Calendar
  • Time tracking

Wrike for Marketers – $34.60/user/month

This plan is specifically for marketing and creative teams with at least 5 to unlimited users.

  • All inclusions of Business plan
  • Marketing and Creative workflow
  • Adobe Creative Cloud extension
  • Video proofing

Enterprise – By quote

This plan is for teams with at least 5 to unlimited users who need a complete and advanced project management control and security.

  • All inclusions of Business plan
  • IT-controlled admin permissions
  • User audit report
  • Password policies
  • 15GB video upload/month
  • Active Directory integration
  • 100GB storage
  • SAML 2.0 SSO
  • Compliance policies
  • Network access
  • 2-factor authentication

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Google, L'Oréal, Tiffany & Co.

Integrations

Wrike supports the following third-party integrations for your PSA:

  • Apple Mail
  • Microsoft Outlook
  • Gmail
  • Microsoft Project
  • DropBox
  • Box
  • Slack
  • Google Drive
  • Salesforce
  • Microsoft Excel
  • IBM

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A robust PSA software for streamlining client projects, requirements, and collaboration.

Company Email

support@team.wrike.com

Contact No.

Company's Address

Wrike
San Francisco Bay
70 N 2nd Street San Jose
CA 95113

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Both ClientFlow and WorkBook were evaluated by a team of independent B2B experts who prepared a thorough analysis of all crucial aspects of every product. Their final rating was calculated with unique SmartScore model that gives an individual partial score to every factor such as: main functionalities, customer support, mobile support, security, customer satisfaction and reviews in other media. Here at FinancesOnline we realize useful features are not the only aspect important to a business so we make sure we pay attention to all aspects of a software prior to giving it a final rating.

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