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2024 Workbook Review: Features, Pricing & More

Name: Workbook
Brand: Workbook
SKU: WORKBOOK-2024
Price: 43.00 USD
Availability: InStock

Author

Marcus Bennett

Editor

Biography

Marcus Bennett is a highly experienced technology writer and editor with a strong background in the technical side of project management. Before stepping into his role as editor at ProjectManagementTools.com, Marcus spent several years managing intricate projects in the tech industry, where he developed a keen understanding of software systems and engineering processes. His expertise allows him to create content that not only informs but also empowers project managers and technical teams to achieve their goals efficiently. Known for his clear, precise, and actionable writing, Marcus is a respected voice in the project management community. Outside of work, he enjoys exploring cutting-edge technology and mentoring the next generation of project managers.

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Factcheck By:

Anthony Carter

Editor

Biography

Anthony Carter is a veteran technology writer and editor with deep roots in the construction and project management industries. With decades of hands-on experience managing large-scale construction projects, Anthony has a unique perspective on the intersection of technology and construction. His career has been marked by his ability to integrate advanced project management tools into the construction process, improving efficiency and outcomes. Now, as the editor at ProjectManagementTools.com, Anthony leverages his extensive experience to create content that is both practical and insightful, catering to professionals who seek to stay ahead in a rapidly evolving industry. Outside of work, Anthony enjoys woodworking and mentoring aspiring construction managers.

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Latest Update: Sep 5, 2024, 5:07 pm

Our Verdict

Workbook is a comprehensive project management tool that shines when it comes to managing finances, resources, and projects all in one place. Its strengths lie in its robust financial tracking and resource management features, which are particularly beneficial for agencies and professional services. We found the tool’s depth impressive for teams that need a more sophisticated solution for tracking budgets, invoicing, and team utilization. However, the trade-off is that Workbook can feel complex and may have a steeper learning curve for new users.

Customization options are extensive, but this level of flexibility can also add to the complexity, potentially overwhelming teams with simpler project management needs. Integration with other tools is solid, though not as seamless as we’ve seen in some competing platforms. Overall, Workbook is a strong solution for teams with advanced project and financial tracking needs, but it might not be the best fit for smaller teams or those seeking a more intuitive, easy-to-use tool.

Pros

Onboarding
Pricing
Forecasting

Cons

Limited free plan
Limited integrations
Clunky at times

Free plan available

yes

Subscription Price

Starts at $43 per user per month

Integrations

Amazon S3, APE Mobile, Appy Pie, Asana

Expert Review

Visit website

Best For

customer management

24/7 Support

Mobile App

Cancellation period

Overview

Why we like it

One of the most innovative software solutions on the market, Workbooks provides a results focussed option for medium-sized companies wanting to manage their workflow. The software solutions at Workflow are primarily targeted at sales, marketing and customer service teams.
We are huge fans of the unique Shared Success program provided by Workbooks. This gives users free consulting time, plus annual workshops and other training tools. These tools ensure that your business stays aligned with its business goals throughout your time as a Workbooks user. This really helps to give Worksbooks a clear USP that is completely different from anything else in the PM sector.
There are two pricing choices at Workbooks – Standard or Business. The former gives you a host of software solution for sales and service teams, whilst the Business package includes an array of additional features, such as order management and invoicing.