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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BI Book Yes 
Deltek Replicon Time Yes 
Dropbox Yes 
Facebook No 
Flexspring Yes 
GetMyInvoices No 
Gmail No 
Google Calendar No 
Google Drive Yes 
Google Sheets No 
Groove No 
Mailchimp No 
Microsoft Exchange No 
SAP Financials Yes 
Shopify No 
Storagepipe Yes 
Sympa Yes 
WooCommerce No 
Zendesk No 
iCalendar No 

Integrations

BI Book No 
Deltek Replicon Time No 
Dropbox No 
Facebook Yes 
Flexspring No 
GetMyInvoices Yes 
Gmail Yes 
Google Calendar Yes 
Google Drive No 
Google Sheets Yes 
Groove Yes 
Mailchimp Yes 
Microsoft Exchange Yes 
SAP Financials No 
Shopify Yes 
Storagepipe No 
Sympa No 
WooCommerce Yes 
Zendesk Yes 
iCalendar Yes 

Pricing Details

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

Pricing Details

€29 per user per month
Free Trial Yes 
Free Version 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 

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 No 
Live Training (Online) No 
In Person No 

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 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 

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

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