Whelm
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Custom Invoices
- Digital Payments
- Media Reviews
- Legal Contract Template Library
- eSignatures
- Project Management
- Large File Transfers
- Perks and Discount
Pricing Info
Pricing Info
Whelm offers users the convenience of a free account and three unique pricing plans available for monthly and yearly subscriptions. Below are available Whelm pricing options to choose from:
Free
- 1% service fee on all on all card payments (total of 3.9% + $0.30)
- No ACH payments
- Custom invoices
- 1.5 GB of File Storage Space
- Access to Exclusive Perks and Discounts
- Media Reviews
- Contract Template Library Access
- Up to 1 client profiles
- Up to 2 projects
- Customer support via email and Discord
Starter – $3/month or $36/year
- Everything in Free+
- No service fees on card payments (only the 2.9% + $0.30 from the payment processor)
- 1% fee on all ACH payments (up to $8)
- 15 GB of Media Storage Space
- Up to 20 client profiles
- Up to 40 projects
- Eligible for referral payouts
Growth – $7/month or $77/year
- Everything in Starter+
- Add custom templates to our templates library
- 150 GB of Media Storage Space
- Up to 50 client profiles
- Up to 100 projects
- Add team members to projects
Pro – $18/month or $180/year
- Everything in Growth+
- 500 GB of Media Storage Space
- Unlimited Client Profiles
- Unlimited Projects
- Priority Access to New Feature Releases
- Priority Customer Support
- Eligible to purchase additional storage space
Integrations
Integrations
Whelm streamlines workflows and enhances productivity by integrating with third-party software solutions. As of this writing, the platform can connect with Stripe and Google.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Whelm is a free all-in-one platform for freelancers with multimedia reviews, digital invoicing, legal contracts, and project management tools.
Company Email
Company's Address
Whelm LLC
Salt Lake City, Utah
United States
Whelm Comparisons
Popular Whelm Alternatives
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.
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
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
JWT, Veritas, DDB, McCann WorldGroup, BBDO
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
WorkBook Comparisons
Popular WorkBook Alternatives
No Project Management Software will be perfect enough to cater to all the needs of a business. While core features of Whelm and WorkBook are important you should also thoroughly examine the integrations offered by every solution. Quote frequently your team will already be working with other types of B2B software in your company and it’s definitely better to opt for services that integrate well with one another. That way you will be able to guarantee an effortless exchange of data between your teams and software used, which can really reduce time devoted to migrating between one service and the next.
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