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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.

Description

Optimize your efficiency with the ultimate software designed specifically for agencies. Our cohesive workflows enable you to save valuable time on project management while consolidating all relevant project details into a single accessible location. Instantly assess your agency's order status and identify the clients that require your attention. The integrated workflows facilitate a seamless transition from initial contact to project completion. Additionally, you can track all communication related to contacts and projects within the CRM history. You can also access sales forecasts, resource allocation, project performance metrics, and comprehensive analyses. deals & projects transcend the typical software offerings for agencies, viewing agencies as collaborative partners rather than mere clients. As trailblazers in a transforming work landscape, we are the ideal ally for agencies striving for sustainability. Our organizational culture is free from rigid hierarchies and fixed schedules, allowing us to work in a self-motivated and autonomous manner from various locations around the globe. This flexibility empowers us to adapt and thrive in a rapidly changing environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Dropbox
Facebook
Flexspring
Gmail
Google Calendar
Google Sheets
Memtime
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
Project.BI
SAP Financials
Shopify
Sympa
Synatic
WooCommerce
Zapier
iCalendar

Integrations

ActiveCampaign
Dropbox
Facebook
Flexspring
Gmail
Google Calendar
Google Sheets
Memtime
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Exchange
Microsoft Outlook
Project.BI
SAP Financials
Shopify
Sympa
Synatic
WooCommerce
Zapier
iCalendar

Pricing Details

$19.00/month/user
Free Trial
Free Version

Pricing Details

€29 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

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

Vendor Details

Company Name

deals&projects

Founded

2003

Country

Germany

Website

www.dealsandprojects.com

Product Features

Advertising Agency

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

Project Management

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

Product Features

Advertising Agency

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

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