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Workbooks CRM Project Management software

CRM and Project Management in one platform

Relying on separate project management software like Asana, Trello or Monday? Get CRM and project management in one place with Workbooks. Manage projects and resources, track budget, and see how much revenue you generate each month.

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Why use CRM and Project Management?

Manage everything in one place with data you can rely on.

Easily manage projects within your CRM

Easily manage projects within your CRM

Get all the project management functionality you need in Workbooks CRM. Create and assign tasks to individuals or teams, set due dates, and track your progress. 

  • Track the status and completion of each task 
  • Schedule start, end, and due dates 
  • Record time against tasks 
  • View blocked issues
Allocate time, budget and resource to your tasks 

Allocate time, budget and resource to your tasks 

Working on a project where you need to track chargeable time or budget? Keep track of your time and money with Workbooks Project Management.

  • Log time as chargeable or non-chargeable 
  • Assign budget to your projects and track it 
  • Track project overrun and the related costs 
  • Project managers can log time on behalf of other people 
  • See how many days each task has taken within your reporting 
  • Know which team members are available and which are busy
Schedule resources easily and fully utilize your team 

Schedule resources easily and fully utilize your team 

Resource scheduling helps you maximize revenue by sharing the workload across your available team. 

  • Keep track of work booked against employees 
  • Easily see how much work employees have
  • Review how much work there is 
  • Drag, drop and allocate work to employees
Keep track of project revenue with one clear dashboard

Keep track of project revenue with one clear dashboard

View your projects, track their progress, and see how much revenue is recognized or will be recognized at month-end. 

  • View time spent on projects and chargeable time
  • See overrun projects and if there’s non-chargeable time, invoice amounts, and approve timesheets
  • View work that’s in progress and isn’t ready to be billed 
  • Easily move time between tasks
  • Approve recognized revenue, invoice amounts, and approve timesheets
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Pricing

Workbooks Project Management pricing 

You can purchase Project Management as a standalone tool or add the functionality to user licenses. Check out our packages and pricing to learn what works for you.

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Frequently Asked Questions

How do teams use the Project Management module?

Here are a few examples where you’d use Workbooks Project Management.
Project management for a website
In this case, you’d be likely to use Workbooks for task management:
  • Create and assign tasks to people or teams
  • Set due dates
  • Track percentage complete
  • Track status
  • Identify blocked issues
  • Comment on tasks
  • Share files and attachments
SEO contract 
For this use case, you could use all of the task management features in the example above and you may want to record time and costs:
  • Have task management requirements as above
  • Need people to record time against tasks
  • Need to log time as chargeable or non-chargeable
Business consultancy
If you wanted to charge different rates for consultancy where you had junior and senior employees, you could may want to use:
  • Task management (shown in the other examples)
  • Define non chargeable or chargeable time
  • Log time against individual consultants and recognize revenue at different rates
IT business 
If you wanted to bill 50% up front and bill the remainder afterwards and had multiple people on a job e.g project manager, trainer, script engineer, consultant on job, you may want to:
  • Use all the project management functionality above
  • Schedule start, end and due dates
  • Allocate budget to tasks – record time against budget – chargeable and non-chargeable
  • Track project overrun
  • See recognized revenue each month
  • Manage when to invoice/bill

How much does Project Management cost?  

Check out the packages and pricing here.

See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

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