task2bill vs Workbooks

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task2bill

Category: Task Management Tool

Industries: Finance, Communication, Business, Marketing

Pricing

STARTER

$15/month

PRO

$25/month

ADVANCED

$50/month

Workbooks

Category: Task Management Tool

Industries: Sales, Business

Pricing

Starting From:

$34.00 /month

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Most popular feedback for task2bill

We are delighted to know that we can count on a project manager with essential features such as billing when it comes to service projects. Facilitates the work of managing all tasks and making the final product reach our target audience. The design of its interface is modern and easy to use, the functions of linking milestones and tasks can help you to visualize quickly the most important aspects of the project and help you solve them as soon as possible.

Geraldine M.

About task2bill

Task2Bill is the only tool that comprises end-to-end functionalities to simplify your project tasks through flexible steps and reduces the need for multiple systems to manage your business.

Most popular feedback for Workbooks

I have always loved working with Workbooks. All of their staff have never failed to be as helpful as they can be, and they are very quick to support us with any issues or queries that we may have. Their CRM package is very different to the kind of platform that a company like TDS would require but they have always helped us customize our databases so that we are able to support our products as best we can. Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

Abigail D.

About Workbooks

Workbooks joins up your entire business with a single cloud-based CRM solution and lowers the cost and risk of your CRM project with co-funded implementation. With Workbooks, marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. And with software and services from a single supplier, you get co-funded implementation to make sure you get a made-to-measure CRM for an off-the-shelf price.

task2bill reviews

The availability of billing and project management system in one platform.

- Sourav Film Maker

The application is too much flexible and it fit with my both business. I am really happy to use the system.

- William Patey

Task2Bill has unique features much recommended by the users.

- Steve

Workbooks reviews

Overall workbooks has helped me to reduce the time I spend maintaining all the details related to customers and sales. Now this tool has helped me to organise and bring out more details from that. The account management and forecast has really helped me to do planning.

- Ruban D. Member of Technical Staff 3

It helps me sell. We capture leads directly from our Website and track the prospect from initial enquiry right through to final sale and beyond using workbooks.

- Dianne M. Sales Director

We needed a specific function and were told that it would be available in a future release. We changed a process in the business and then the feature came out sooner.

- Rioghan B. Software Developer

Pros & cons

task2bill

Pros
The availability of billing and project management system in one platform
The UI is very attractive
It is easy to use and runs fairly fast
We can initiate task easily
Till date I have used many tools but this project management tool is perfect for the industryI like the UI, easy navigation and it works super fast
The Kanban is perfect
Our developers can easily log the hours for particular tasks
It is perfect project management tool, I ever used.
Cons
I have found it of great use for my company
Hardly any cons though I believe time tracking section can improve a little
They need to improve the meeting module a bit.

Workbooks

Pros
We have been working with Workbooks for 4 years and have been delighted with it
The on-boarding was easy, and has stood the test of time
They will work with you to perfect the system to be exactly like you want it to be
The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database
It is also free to use for up to 2 users, which is fantastic value for a voluntary project or small business
It was so easy to convert over the data from our existing Works database into Workbooks."
Cons
Lack of built in lead allocation functionality
Automated lead allocation would required custom php code
There is very little that i dis-like about this software as any issues can be raised and put into development
We are using GatorMail via Workbooks, we have had a few teething problems in rolling out the change
This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows
Also the modification costs can get really high since not very many programmers know Workbooks."

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