1CRM vs Deltek WorkBook

Likelihood to Recommend

It is well suited for a small enterprise which is looking at budget as its main constraint, as this is literally the best priced model at $12 a month. Then again it provides much more than the basic CRM functionality, this also is good for any medium enterprises looking to work on its productivity in all the intertwined departments of sales, marketing, order management, project management, and finance.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Christopher Fritz

Head of Global IT

VerticMarketing and Advertising, 51-200 employees

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Feature Rating Comparison

1CRM

Deltek WorkBook

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

1CRM

Deltek WorkBook

Case management

Call center management

Help desk management

1CRM

Deltek WorkBook

Lead management

Email marketing

1CRM

Marketing automation

Compensation management

1CRM

Deltek WorkBook

Mobile access

1CRM

Deltek WorkBook

Task Management

Resource Management

Gantt Charts

Scheduling

Workflow Automation

Team Collaboration

Support for Agile Methodology

Support for Waterfall Methodology

Document Management

Email integration

Mobile Access

Timesheet Tracking

Change request and Case Management

Budget and Expense Management

1CRM

Deltek WorkBook

Quotes/estimates

Invoicing

Project & financial reporting

Integration with accounting software

Pros

Sales management.
Marketing management.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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

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Frants E. Moraitis

Co Founder

Gratisal ApSManagement Consulting, 11-50 employees

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Cons

Some random logouts but way less compared to others.
Becomes a little cluttered as it has all products, services and order management.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Christopher Fritz

Head of Global IT

VerticMarketing and Advertising, 51-200 employees

View all 2 answers on this topic

Alternatives Considered

1CRM has the lowest price and is not just a CRM but a bundle of efficient tools in one package that improves the motion of the entire framework in an organization in a fluid and synchronized way. It provides a platform to improve the productivity on each and every step and the power to coalesce several departments to work in an orderly manner.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

View all 1 answers on this topic

Timelog, e-conomic project module and podio

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Frants E. Moraitis

Co Founder

Gratisal ApSManagement Consulting, 11-50 employees

View all 2 answers on this topic

Return on Investment

It has overall increased sales productivity.
Has reduced lead time for customer and made the deliveries faster and more efficient.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

View all 1 answers on this topic

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.

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Christopher Fritz

Head of Global IT

VerticMarketing and Advertising, 51-200 employees

View all 2 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

—

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Required

$19*

* per month

Rating Summary

1CRM

Deltek WorkBook

Likelihood to Recommend

1CRM

Deltek WorkBook

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Task Management

Resource Management

Gantt Charts

Scheduling

Workflow Automation

Team Collaboration

Support for Agile Methodology

Support for Waterfall Methodology

Document Management

Email integration

Mobile Access

Timesheet Tracking

Change request and Case Management

Budget and Expense Management

Quotes/estimates

Invoicing

Project & financial reporting

Integration with accounting software

Pros

1CRM

Deltek WorkBook

Cons

1CRM

Deltek WorkBook

Alternatives Considered

1CRM

Deltek WorkBook

Return on Investment

1CRM

Deltek WorkBook

Screenshots

1CRM

Deltek WorkBook

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary