We previously had 4 different systems (2 of which were open source meaning that functionality was severely lacking even though it was free!) that we were using on a daily basis and fighting a losing battle in attempting to get a true overview of our agency. We spent countless hours in re-entering data in 3 of these systems - these problems magically disappeared when WorkBook contacted me. Yes I have had to pay a little extra than I was currently paying but the time, money and effort that I am now saving every week is astounding. I am now using all areas of WorkBook (CRM, Project Management, Resource Management full Accounting system) providing me with a true overview of expected revenue, project progression and resource capacity, just to mention a few advantages. Brilliant.
Pros: 1 integrated system for all areas of my agency. Everyone uses the same system! Fantastic overview of the agency covering potential new business, upcoming and ongoing projects, resource capacity, invoicing and company financing.
Cons: I would like it if the CRM system could have more functionality.