WorkBook
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
- Forecasting
- Detailed drill down
- Budgeting
- Exporting and reporting
- Create scenarios
- Sync up your accounting software
Pricing Info
Float offers scalable plans based on the number of users. You may check out its 14-day free trial first which gives you full access to the software.
Medium – $49/month billed annually or $59 month-to-month
- 3 User Accounts
- 3 Years Future Forecast
- 5 Additional Scenarios
- Base Forecast
- Email support
- Weekly cash summary
Large – $99/month billed annually or $119 month-to-month
- All Medium Plan Features
- 10 User Accounts
- 10 Additional Scenarios
- 3 Years Future Forecast
- Free Staff Training
Extra Large – $199/month billed annually or $249 month-to-month
- All Large Plan Features
- 100 User Accounts
- 100 Additional Scenarios
- 3 Years Future Broadcast
- Priority Support
- Dedicated Account Manager
Integrations
Float integrates with the following business systems and applications:
- Xero
- FreeAgent
- QuickBooks
- Sage One
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Windigo, KennedyTurner, Summer of Dev
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
Float is an online cash management and forecasting tool that helps you manage your business and keep on top of your cash flow. It helps users drill down into the details of their finances. Also, it helps users create possible scenarios and plan for them. It also has a robust reporting module.
Company Email
support@floatapp.com
Contact No.
Company's Address
Float
CodeBase
Argyle House
3 Lady Lawson Street
Edinburgh
EH3 9DR
Float Comparisons
Popular Float Alternatives
Every time you select a app that you think will be an actual asset for your company you shouldn’t just limit yourself to what professionals have to say about it. In many cases personal experience with the service may be different, depending on specific goals and requirements. That’s why in our reviews we also offer our User Satisfaction Rating for every product to give you an immediate overview of how real users of WorkBook and Float evaluate their contact with the software. Our system is based on advanced analysis of product appearances on other sites, social networks as well as blogs, so you will receive a comprehensive and reliable picture of what other customers think about each app. In this case WorkBook got a total satisfaction rating at 97% while for Float 99% of users claim they had an enjoyable experience with it.
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