FinancialForce PSA
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Professional Services Automation
- Project Management
- Time & Expense Tracking
- Multi Company
- Workflow Engine
- Resource Scheduling
- Data Import/Export
- Sales Collaboration
- Security Developer API
- Mobile Access
- Client Billing and Invoicing
- Resource Management
- People and Project Matching
- Analytics Dashboards
- Dashboards and Alerts
- Multi-Currency
- Project Workspaces
- Multi-Language
Pricing Info
Pricing is available by quote only. Contact FinancialForce directly for pricing information. You can also take the free demo to see how FinancialForce PSA works before making an investment in the software.
Integrations
- Salesforce
- FinancialForce SCM
- FinancialForce HCM
- FinancialForce ERP
- FinancialForce Accounting
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Summa, Snowden Group. NetSmart
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
FinancialForce PSA is a software tool that supercharges your services business with the next generation of anytime anywhere cloud applications.
Company Email
info@financialforce.com
Contact No.
Company's Address
FinancialForce.com
595 Market St. Suite 2700
San Francisco, CA 94105 USA
FinancialForce PSA Comparisons
Popular FinancialForce PSA Alternatives
All the data, details and opinions that we shared in this table were collected from official company pages, advertising materials available online, actual experience from real users as well as our individual everyday use of every service by an expert. We do our best to comprehensively analyze each solution, therefore we not only study it ourselves, but we also match our results with opinions of other users from the SaaS community.
Page last modified