Watch your progress in different processes, manage projects and finances, plan your work to be more efficient.
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 budgeting;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.