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Description

Chase Software stands out as a leader in advertising management, offering a unique range of agency management solutions that equip agencies worldwide with advanced tools and industry best practices. From small startups to large enterprises, organizations rely on Chase to effectively oversee projects, track time, manage media purchases, issue bills, collect payments, and enhance their overall profitability. Teams can collaborate efficiently from remote locations using Chase's innovative tools, which ensure real-time management of jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs with minimal input required and maximum efficiency achieved. The largest agencies globally trust Chase to handle their comprehensive operations seamlessly. Corporate departments benefit immensely from Chase’s capabilities, ensuring they optimize their advertising expenditures. In addition, numerous smaller agencies are on the rise, leveraging Chase’s essential features to establish themselves as prominent players in the industry. Through its exceptional software and dedicated support services, Chase Software not only provides cutting-edge tools but also shares invaluable expertise, empowering agencies to thrive in a competitive landscape. This commitment to excellence makes Chase a vital partner for organizations seeking growth and efficiency in their advertising efforts.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
Akoya Yes 
BI Book No 
Blue Onion Yes 
Deltek Replicon Time No 
Flexspring No 
GoSimplo No 
Google Drive No 
Google Workspace No 
Learnsoft Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Portside Yes 
SAP Financials No 
Smart Clerk Yes 
Storagepipe No 
Stuut Yes 
Sympa No 
Uptix Yes 
onePOS Yes 

Integrations

ActiveCampaign Yes 
Akoya No 
BI Book Yes 
Blue Onion No 
Deltek Replicon Time Yes 
Flexspring Yes 
GoSimplo Yes 
Google Drive Yes 
Google Workspace Yes 
Learnsoft No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Portside No 
SAP Financials Yes 
Smart Clerk No 
Storagepipe Yes 
Stuut No 
Sympa Yes 
Uptix No 
onePOS No 

Pricing Details

$17.50 per user, per month
Free Trial No 
Free Version No 

Pricing Details

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Chase Software

Founded

1999

Country

South Africa

Website

www.chasesoftware.biz

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Job Costing

Bills of Material Yes 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies No 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking Yes 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking Yes 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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