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Description

Introducing an innovative SaaS-based solution designed to enhance your business productivity and bolster staff accountability. This groundbreaking all-in-one business management software streamlines organizational workflows, simplifies administrative functions, and facilitates seamless collaboration among various departments, including operations, HR, and finance. With its sophisticated automation capabilities, this tool not only boosts productivity but also simplifies intricate tasks, allowing your team to focus on what truly matters. By integrating multiple functions into a single platform, it revolutionizes the way businesses operate and enhances overall efficiency.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
BI Book No 
Deltek Replicon Time No 
Dropbox No 
Flexspring No 
GoSimplo No 
Google Drive No 
Google Workspace No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Project.BI No 
SAP Financials No 
Storagepipe No 
Sympa No 
Synatic No 

Integrations

ActiveCampaign Yes 
BI Book Yes 
Deltek Replicon Time Yes 
Dropbox Yes 
Flexspring Yes 
GoSimplo Yes 
Google Drive Yes 
Google Workspace Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Project.BI Yes 
SAP Financials Yes 
Storagepipe Yes 
Sympa Yes 
Synatic Yes 

Pricing Details

$4.13 per month
$4.13 per user/month
Free Trial Yes 
Free Version Yes 

Pricing Details

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dividant Business Solutions

Founded

2016

Country

India

Website

www.accountri.com

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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