Smartsheet
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
- Dashboards
- Calendar View
- Card View
- Gantt View
- Attach Files
- Portals
- Reminders
- Mobile App
- Forms
- Update Requests
- Alerts and Automated Actions
- Sharing
- Activity Log
- Filters
- Cell Linking
- Resource Manaagement
- Reports
- Filters
- Export, Email and Print
- Admin Tools
- API
- Custom Branding
- Formulas
Pricing Info
Smartsheet offers 3 pricing packages:
Pro Plan – $7/user/month (billed annually)
- Minimum of 3 users and maximum of 25 years
- Unlimited Sheets
- Unlimited Reports
- Unlimited Dashboards
- Unlimited Integrations
- Forms
- 250 automation/month
- Sharing
Business Plan – $25/user/month (billed annually)
- Email + phone support
- Unlimited free collaborators
- Sheets – 100/user
- Unlimited reports and dashboards
- Mobile included
Enterprise Plan – customized (contact the vendor for a quote)
- Email + phone support
- Unlimited free collaborators
- Unlimited sheets
- Unlimited reports and dashboards
- Mobile included
Integrations
Smartsheet integrates with the following business systems and applications:
- Smartsheet for Android
- Dropbox
- App Guru
- AppSheet
- Azuqua
- Backup Tool
- Bitium
- Box
- Quip
- Centrify
- Data Tracker
- DocuSign
- Easy Insight
- Egnyte
- Evernote
- Git Hook
- Gmail
- Google Apps
- Google Calendar
- Google Chrome App
- Smartsheet Merge for Google Docs
- Google Drive
- Smartsheet Sync for Google Forms
- Google Hangouts
- Harvest
- iCal Calendar Sync
- Smartsheet for iPhone and iPad
- Klipfolio, Smartsheet Live Data Connector
- MailChimp
- Maps
- Marketo
- Medium
- Microsoft Azure AD
- Microsoft Excel
- Microsoft OneDrive
- Microsoft Outlook
- Microsoft Power BI
- Skype for Business
- Office Timeline
- Okta
- OneLogin
- ServiceNow
- PingOne
- Qlik
- Salesforce
- Tableau
- Tibco Spotfire
- Tools4ever
- VMware Horizon
- Zapier
- 123ContactForm
- Calendar Application
- Status View Application
- Slemma
- CData Drivers
- Smartsheet for Jira
- Meisterplan
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Behr Pro, Quirky, Colliers International, South Water Signs
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 award-winning enterprise SaaS collaboration solution for organizations of all sizes. The platform combines the familiarity and ease of use of spreadsheets with features such as visual timeline management, file sharing, discussion threads, and automated workflows.
Company Email
Contact No.
Company's Address
10500 NE 8th St, Suite 1300
Bellevue, WA 98004-4357
USA
Smartsheet Comparisons
Popular Smartsheet Alternatives
Every time you compare various Project Management Software apps you shouldn’t just look at their list of features and available pricing plans. Consider that the service should be adjusted to your requirements and company so the more flexible their offer the better. Explore what platforms are supported by WorkBook and Smartsheet and make sure you will obtain mobile support for whatever devices you use in your company. It may also be a good idea to examine which languages and geographies are supported, because this could be a critical factor for many companies.
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