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CRM, Project Management and Accounting: WorkBook


WorkBook is a leading software solution tailored for the Professional Services Industry. It contains alot of great tools for collaboration in your organization. You can easily issue out tasks and follow up on progress as well as bill your clients.


Publisher's Description:
WorkBook contains alot of features as well as being extreemly user friendly. It runs equaly great on both Mac's and PC's.

CRM
Activity tracking
Pipeline progress
Document Management
Email integration

PROJECT- & RESOURCE MANAGEMENT
Task lists and resource scheduling
Gantt chart planning
Time sheet + iPhone app for time entry
Expense & Mileage entry
Price estimation/quotes
Purchase orders
Billing
Document Management

FINANCE & ACCOUNTING
Accounts Payable/Receiveable
Chart of Accounts
Work in progress
Accounts Payable voucher approval workflow
Finance budgetting
US/CAN sales tax
Cheque payments
Bank payment
Bank Reconciliation
Subscription Management Module (automated billing)

WorkBook can also be integrated to other finance systems if you prefer to use an existing system instead of the built-in accounting system.

WorkBook is complying with SOX regulations.

TECHNICAL INFORMATION
Backend database: Microsoft SQL
Frontend: Microsoft Silverlight (cross platform Mac/PC)
Can be hosted on Microsoft Azure hosting platform as well as on-premise.
 

Download WorkBook Download 

WorkBook Software Home Page

Editor Rating: 5 Stars

File Size: 146.48 MB Date added: 2012-07-03
License: Commercial Version: 8
Price: $50 Supports: No Install Support
Publisher: WorkBook Software Downloads: 193 Times
Platforms: WinXP,WinVista,WinVista x64,Win7 x32,Win7 x64,Win2000,Mac OS X,iPhone,iPod
 
 
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