Total Agency Management
Streamline projects, people and finance from end-to-end in one best practice solution designed to help you grow.
Boost productivity and optimize utilization through better project and resource planning.
Manage Profitability & Costs
Increase profitability and control costs by scoping accurately, increasing efficiency and reducing delays.
Get Full Visibility Into Project Performance
Manage Tasks and Time
Enable Client Collaboration
Get Full Resource Transparency
– Visual dashboards with filtering dimensions and 300+ built-in reports give you exactly the information you need
– Implement WorkBook modularly so your agency can grow with the same system over time
– Integrate task management and time entry so you have more time to focus on the creative process
– Easily submit time when you finish a task, no job numbers to memorize
– Make it easier for clients to submit job requests and view project status
– Centralize client communications and documents within the job or task itself
– Identify when it would be smarter to bring in freelance or begin the hiring process
– Avoid employee burnout and balance workload to protect your most valuable asset
CRM & Pipeline Management
Build a healthy pipeline with insight into incoming work and its impact on agency revenue and capacity.
Project Management, Resourcing & Collaboration
Deliver on time and on budget with real-time data that helps you manage people, projects and collaboration.
Finance & Accounting
Get full visibility into agency performance by integrating projects and financials into a single source of truth.
Deltek WorkBook ERP Integrations
Enhance your agency management system by integrating your favorite software tools via WorkBook’s open API. By integrating with WorkBook, you can get the most out of the tools you already have in place and configure an agency management system designed to fit your team’s specific workflow. Our agency focused consultants have extensive experience integrating the most popular industry tools and can help you design a streamlined best practice solution to fulfill your unique needs.
Exciting Valentine’s Sales
Deltek ConceptShare’s online proofing software enables marketing and creative teams to deliver more content faster, and at less cost by streamlining and speeding up the review and approval process. Additionally, its cloud delivery gives you the increased security, privacy and flexibility required in today’s business environment.
Exclusive Valentine’s Gift Cards
FreeWheel’s Strata Platform integration with Deltek WorkBook gives agencies uninterrupted visibility into their financial position. Our 2-way integration with the WorkBook platform ensures data integrity between your media and accounting platforms and provides cash flow reporting at your fingertips.