Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Unanet's ERP/CRM solutions help you grow your bottom line by connecting people, projects, and financials with greater efficiency. This allows for better decision making and better decision making. Unanet understands that every business is different. A unique business requires tailored solutions. Unanet provides modern, end-to–end business solutions that meet your project-based business's needs. Our purpose-built, seamless integrations automate and streamline key business processes. They provide functional ERP and CRM solutions that turn information in to actionable insights. Unanet is well-known for its industry-specific functionality. Unanet is not software that can be used by all users or made generically for all industries. It was specifically designed for government contractors, architects, engineering, construction firms, and other related organizations. The results? Get industry-specific functionality and project-based ERP/CRM solutions that turn information into actionable insight for your industry.

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

BI Book No 
Bridgit Yes 
Chief Yes 
CobbleStone Contract Insight Yes 
Cogram Yes 
Deltek Replicon Time No 
Dropbox No 
Flowtrac Yes 
Google Drive No 
Google Workspace No 
GovCon Suite Yes 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Motileo Yes 
Nango Yes 
Project.BI No 
SAP Financials No 
Storagepipe No 
Vergo Yes 
forProject Yes 

Integrations

BI Book Yes 
Bridgit No 
Chief No 
CobbleStone Contract Insight No 
Cogram No 
Deltek Replicon Time Yes 
Dropbox Yes 
Flowtrac No 
Google Drive Yes 
Google Workspace Yes 
GovCon Suite No 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Motileo No 
Nango No 
Project.BI Yes 
SAP Financials Yes 
Storagepipe Yes 
Vergo No 
forProject No 

Pricing Details

$10.00/month/user
Free Trial Yes 
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

Unanet

Founded

1998

Country

United States

Website

www.unanet.com

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

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

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense 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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