What users are saying about
2 Ratings
2 Ratings
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Score 9.3 out of 100
4 Ratings
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Score 7.1 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Deltek WorkBook
Customer data management / contact management
17hats
9.0
Deltek WorkBook
Workflow management
17hats
9.0
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Deltek WorkBook
Contract management
17hats
10.0
Deltek WorkBook
Quote & order management
17hats
10.0
Deltek WorkBook
Interaction tracking
17hats
8.0
Deltek WorkBook

Customer Service & Support

17hats
8.0
Deltek WorkBook
Case management
17hats
8.0
Deltek WorkBook

Marketing Automation

17hats
8.0
Deltek WorkBook
Lead management
17hats
8.0
Deltek WorkBook

CRM Project Management

17hats
9.5
Deltek WorkBook
Task management
17hats
9.0
Deltek WorkBook
Billing and invoicing management
17hats
10.0
Deltek WorkBook

Customization

17hats
8.0
Deltek WorkBook
Custom fields
17hats
8.0
Deltek WorkBook

Security

17hats
9.5
Deltek WorkBook
Single sign-on capability
17hats
10.0
Deltek WorkBook
Role-based user permissions
17hats
9.0
Deltek WorkBook

Integrations with 3rd-party Software

17hats
8.0
Deltek WorkBook
Marketing automation
17hats
8.0
Deltek WorkBook

Platform

17hats
8.0
Deltek WorkBook
Mobile access
17hats
8.0
Deltek WorkBook

Project Management

17hats
Deltek WorkBook
7.8
Task Management
17hats
Deltek WorkBook
8.1
Resource Management
17hats
Deltek WorkBook
9.0
Gantt Charts
17hats
Deltek WorkBook
9.0
Scheduling
17hats
Deltek WorkBook
9.0
Workflow Automation
17hats
Deltek WorkBook
6.1
Team Collaboration
17hats
Deltek WorkBook
6.1
Support for Agile Methodology
17hats
Deltek WorkBook
10.0
Support for Waterfall Methodology
17hats
Deltek WorkBook
10.0
Document Management
17hats
Deltek WorkBook
6.1
Email integration
17hats
Deltek WorkBook
6.1
Mobile Access
17hats
Deltek WorkBook
4.1
Timesheet Tracking
17hats
Deltek WorkBook
7.1
Change request and Case Management
17hats
Deltek WorkBook
10.0
Budget and Expense Management
17hats
Deltek WorkBook
8.0

Professional Services Automation

17hats
Deltek WorkBook
6.1
Quotes/estimates
17hats
Deltek WorkBook
5.2
Invoicing
17hats
Deltek WorkBook
6.1
Project & financial reporting
17hats
Deltek WorkBook
6.1
Integration with accounting software
17hats
Deltek WorkBook
7.1

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Deltek WorkBook

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Rating Summary

Likelihood to Recommend

17hats
9.0
Deltek WorkBook
7.1

Support Rating

17hats
8.0
Deltek WorkBook

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