The only agency management system you need
WorkBook allows you to manage your agency better, ensure efficiency, flexibility and profitability while heading off unexpected challenges
Manage your agency with one single app
From CRM to cash collection, manage your agency’s clients, projects, resources, and financials in WorkBook.
Improve productivity & profitability
Save money and time by planning carefully, working efficiently and anticipating delays
Manage costs
Boost productivity, optimize utilization, save time and plan your projects better with WorkBook
WorkBook is built to fit your agency's needs
Deltek WorkBook is a smart, intuitive web-based system built by agency veterans that provides project resource and financial management insights into every project, every resource, every dollar, every minute of the day.
Get Full Visibility into Project Performance
Integrate agency operations from end-to-end, providing accurate, real-time visibility every step of the way
Manage Tasks and Time
Integrate task management and time entry so you have more time to focus on the creative process
Over 300 Standard Reports
So you can get full visibility of how your business is running on client and project profitability, employee utilization and all your agency's KPIs
21 Reporting Dimentions
So your agency can slice and dice the data according to its needs. For example, revenue by industry, department performance, etc.
Find out how WorkBook can work for you
By managing projects, people and finance, WorkBook makes it easier for you to focus on what’s important: delighting your clients with top creative work.
Project Management
Resource Management
Financial Management
CRM & Pipeline Management
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Smarter project and resource management
Simple & Flexible Scheduling
That allows you to build waterfall or agile workflows with drag 'n drop resourcing assignments.
Ensure agency wide adoption
With easy-to-use self-scheduling features, Kanban task boards and mobile time entry.
Track your Pipeline
To available resources so you can plan for freelance needs ahead of time
Streamline agency processes and get better visibility
Outmaneuver over-servicing
And avoid scope creep before it happens.
Never waste time
Easily access conversations, files and feedback stored with the project itself. Say goodbye to searching for lost notes or documents.
High Level View Of Agency Operations
Combine all of your agency operational processes from end-to-end to get a high-level view of agency operations and profitability.
Join Agencies in 40+ Countries Already Using Deltek Agency Solutions
Book a Demo and see the best agency management system in action
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