Project Management Agency Software
What is most important to your agency?
Retain & Grow Revenue
By delivering worth and a healthier pipeline
Boost Project Profitabilty
By increasing efficiency, reducing costs and scoping accurately
Improve Utilisation
Balance workloads with better capacity planning
Improve Billability & Cashflow
By streamlining agency workflow
Enable Decision-Related Insight
By identifying actionable insights with accurate reporting
Intelligent Revenue Forecasting
New automated real-time NRF forecast module
Drive Growth & Profitability
Retain & Grow Revenue
Boost win rates and client margins by identifying profitable business to nurture and pursue
Know if you need to bring in business from a revenue perspective and when your agency has the capacity from a resource perspective
Build stronger client relationships by showing them you value their time and their input with tools that make it easier for them to participate in the process


Increase Profitability
Increase project profitability by reducing delays and costs through greater efficiency
Avoid over-servicing and scope creep by building more accurate estimates based on historical agency performance
Identify and get ahead of issues and bottlenecks before they can impact project margins
Improve Utilisation
Improve utilization and achieve better workload balance with greater visibility into staff availability and capacity
Forget chasing timesheets and get real time project data with easy to use integrated time entry and task management features
Make strategic hiring decisions with foresight into long-term capacity
Boost productivity and free up capacity by accelerating the review cycle and reducing unnecessary rework


Improve Billability & Cashflow
Reduce unbillable hours spent reconciling data from spreadsheets and disparate tools and streamline agency workflow by integrating agency operations into one, easy to use tool
Boost cash flow and minimize write-offs by capturing costs accurately and invoicing on time
Reconcile revision rounds with contract terms to ensure accurate invoicing
Streamline the month-end closing process to recoup valuable time
Enable Decision-Related Insights
Enable decision-related insight by using accurate real-time data to track the right KPIs
Identify issues in the production process and take preventative action with detailed project views that give you real-time visibility into project progress
Use historical performance data to inform and continually improve the process


Net Revenue Forecast
Generates real time revenue forecasting by drawing from all agency disciplines
It can be configured according to agency/group agency structure and allows for deep diving into jobs and briefs
Real time data and information that frees up time and manual inputting
The NRF is linked directly to your users, their scheduled hours and actual hours tracked
Clients That Have Partnered With Us
Over 300 firms trust us to deliver best of suite agency solutions that drive efficiency and growth








Testimonials

Paul Whalley

Janine Kruger

Julia Parry
administrative solution. Something that can give us better ability to resource the business, better workflow systems, and we found that in WorkBook.

Rob Hill
We Exist To Illuminate Your Agency
Growth & Profitability.
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The world’s leading creative businesses utilise our technology & services to create a platform to enable growth.