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.
Requirements:
Microsoft Silverlight
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