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
- Task Cards
- Subtasks
- Card Blocking
- To-Do Lists
- Upcoming Work
- Iteration Planning
- Completed Tasks Board
- Customizable Workflow
- Recurring Tasks
- In-Card Comments
- Project Estimates
- Project Timeline
- Project Budgeting
- Project Expense Tracking
- Rates Settings
- Client List Management
- Project Status Updates
- Milestones
- Deadline Notifications
- Issue Tracking
- Time Tracking
- Project Templates
- Files Organization
- Attachments
- Resource Planning & Scheduling
- Skill Matching
- Standard & Custom Reports
- Report Sharing
- Insights
- Dashboards
- Hot Keys
- Labels
- User Roles & Permissions
- Admin Console
- Single Sign-On
- Apps & Integrations
Pricing Info
Forecast offers the following enterprise pricing packages for users to choose from. Non-profit organizations and charitable institutions are entitled to discounts. To avail of these or know more about their enterprise pricing, contact the software vendor’s sales by phone, email, or chat.
Forecast also offers a free 14-day trial. This gives you access to all the features & functionalities of the Standard Plan.
Free – $0
Lite – $29/seat/month (billed annually)
- Minimum of 10 seats – $4.99/virtual seat/month (billed annually)
Ideal for companies that want to manage projects & resources in one unified solution.
- Resource Management
- Schedule (task & project level)
- Suggested roles & assignees
- Resource Utilization (work)
- Capacity Management
- Project Management
- Auto-Schedule
- Statement of Work (scoping & estimates)
- Milestones
- Timeline (Gantt charts)
- Sprint planning (Scrum)
- Workflow (Kanban boards)
- Task assignment & duration
- Task ownership
- Dependencies
- Project Overview
- Cross-project tracking (Portfolio Management)
- Project templates
- Unlimited projects
- Team Collaboration
- My Tasks (prioritization & overview)
- Tasks, subtasks & to-dos (comments, mentions, tagging, approvals & more)
- Role-based permission levels
- Guest users (Clients, consultants & more) (free)
- Project workspaces
- File sharing & storage (free & unlimited)
- Notifications
- Mobile app (iPhone & Android)
- Time Management
- Suggested tasks
- Suggested time entries
- Automatic Timer
- Day, week & month timesheet
- Business Intelligence
- Real-time reporting (standard & custom)
- Resource utilization tracking
- Customizable & shareable insights
- Data visualizations
- CSV data export
- Integrations
- Integrations
- Open developer API
- Service & Support
- Chat & email support
- Help Center
- Training videos & tutorials
- Webinars
- Compliance
- State-of-the-art security & redundancy
- Activity log
- GDPR
Pro – $49/seat/month (monthly billing) or $39/seat/month (annual billing)
- Minimum of 20 seats – $4.99 per virtual seat /month billed annually
Ideal for companies that are interested in finetuning operations and finances to scale sustainably.
All features in the Lite plan, plus:
- Finance & Billing
- Project accounting
- Financial Portfolio Report
- Budget tracking
- Retainer, Time & Material, fixed price
- Rate cards (cost & bill rates)
- Expense Management
- Invoicing (integration supported)
- Integrations
- Premium integrations
- Open developer API
- Service & Support
- Phone support
- 1:1 assistance from Customer Success
- Compliance
- Data encryption at rest
Enterprise – by quote
Ideal for organizations that want to operate at maximum efficiency and build a sustainable future.
All features in Lite & Pro, plus:
- Integrations
- Single Sign-on
- Compliance
- Uptime SLA
- Audit logging
Integrations
Forecast makes available its API through GitHub to enable developers to customize the solution. Other than that, Forecast supports connections with other solutions such as:
- Apple Mail
- Asana
- Azure DevOps
- Azure Active Directory
- e-conomic
- Github
- Gitlab
- Google calendar
- Google Drive
- Harvest
- Jira
- MS Excel
- Okta
- OneLogin
- Outlook
- QuickBooks
- Reeport
- Salesforce
- Slack
- TimeLog
- Trello
- Xero
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Seaborg, Estrasol, Snowman Labs
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
An intuitive time-saving resource and project management solution for teams that deliver high-quality results within limitations.
Company Email
Contact No.
Company's Address
Forecast
Bredgade 36B, 2nd floor
DK-1260 Copenhagen
Denmark
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Both WorkBook and Forecast were tested by a team of independent SaaS experts who prepared a thorough study of all core elements of each app. Their ultimate rating was calculated with unique SmartScore model which calculates an individual partial score to each component such as: main features, client support, mobile support, security, client satisfaction and market presence. We realize useful features are not the only factor crucial to a company so we make an effort to pay attention to all aspects of a software before calculating its final rating.
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