What users are saying about
40 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 8 out of 100
Based on 40 reviews and ratings
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 7 out of 100
Based on 4 reviews and ratings
Likelihood to Recommend
1CRM
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.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
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.
Head of Global IT
VerticMarketing and Advertising, 51-200 employees
Feature Rating Comparison
Sales Force Automation
1CRM
8.9
Deltek WorkBook
—
Customer data management / contact management
1CRM
9.0
Deltek WorkBook
—
Workflow management
1CRM
9.0
Deltek WorkBook
—
Territory management
1CRM
9.0
Deltek WorkBook
—
Opportunity management
1CRM
9.5
Deltek WorkBook
—
Integration with email client (e.g., Outlook or Gmail)
1CRM
8.5
Deltek WorkBook
—
Contract management
1CRM
8.0
Deltek WorkBook
—
Quote & order management
1CRM
9.5
Deltek WorkBook
—
Interaction tracking
1CRM
9.0
Deltek WorkBook
—
Channel / partner relationship management
1CRM
9.0
Deltek WorkBook
—
Customer Service & Support
1CRM
9.5
Deltek WorkBook
—
Case management
1CRM
10.0
Deltek WorkBook
—
Call center management
1CRM
9.5
Deltek WorkBook
—
Help desk management
1CRM
9.0
Deltek WorkBook
—
Marketing Automation
1CRM
10.0
Deltek WorkBook
—
Lead management
1CRM
10.0
Deltek WorkBook
—
Email marketing
1CRM
10.0
Deltek WorkBook
—
CRM Project Management
1CRM
9.5
Deltek WorkBook
—
Task management
1CRM
9.0
Deltek WorkBook
—
Billing and invoicing management
1CRM
9.5
Deltek WorkBook
—
Reporting
1CRM
10.0
Deltek WorkBook
—
CRM Reporting & Analytics
1CRM
9.5
Deltek WorkBook
—
Forecasting
1CRM
9.0
Deltek WorkBook
—
Pipeline visualization
1CRM
9.5
Deltek WorkBook
—
Customizable reports
1CRM
10.0
Deltek WorkBook
—
Customization
1CRM
8.6
Deltek WorkBook
—
Custom fields
1CRM
8.5
Deltek WorkBook
—
Custom objects
1CRM
8.0
Deltek WorkBook
—
Scripting environment
1CRM
9.0
Deltek WorkBook
—
API for custom integration
1CRM
9.0
Deltek WorkBook
—
Security
1CRM
9.3
Deltek WorkBook
—
Single sign-on capability
1CRM
9.0
Deltek WorkBook
—
Role-based user permissions
1CRM
9.5
Deltek WorkBook
—
Social CRM
1CRM
7.5
Deltek WorkBook
—
Social data
1CRM
7.0
Deltek WorkBook
—
Social engagement
1CRM
8.0
Deltek WorkBook
—
Integrations with 3rd-party Software
1CRM
9.5
Deltek WorkBook
—
Marketing automation
1CRM
9.0
Deltek WorkBook
—
Compensation management
1CRM
10.0
Deltek WorkBook
—
Platform
1CRM
9.0
Deltek WorkBook
—
Mobile access
1CRM
9.0
Deltek WorkBook
—
Project Management
1CRM
—
Deltek WorkBook
7.7
Task Management
1CRM
—
Deltek WorkBook
8.0
Resource Management
1CRM
—
Deltek WorkBook
9.0
Gantt Charts
1CRM
—
Deltek WorkBook
9.0
Scheduling
1CRM
—
Deltek WorkBook
9.0
Workflow Automation
1CRM
—
Deltek WorkBook
6.0
Team Collaboration
1CRM
—
Deltek WorkBook
6.0
Support for Agile Methodology
1CRM
—
Deltek WorkBook
10.0
Support for Waterfall Methodology
1CRM
—
Deltek WorkBook
10.0
Document Management
1CRM
—
Deltek WorkBook
6.0
Email integration
1CRM
—
Deltek WorkBook
6.0
Mobile Access
1CRM
—
Deltek WorkBook
4.0
Timesheet Tracking
1CRM
—
Deltek WorkBook
7.0
Change request and Case Management
1CRM
—
Deltek WorkBook
10.0
Budget and Expense Management
1CRM
—
Deltek WorkBook
8.0
Professional Services Automation
1CRM
—
Deltek WorkBook
6.0
Quotes/estimates
1CRM
—
Deltek WorkBook
5.0
Invoicing
1CRM
—
Deltek WorkBook
6.0
Project & financial reporting
1CRM
—
Deltek WorkBook
6.0
Integration with accounting software
1CRM
—
Deltek WorkBook
7.0
Pros
1CRM
- Easy to navigate
- Easy to store and update customer information
Account Manager
Reed Elsevier PhilippinesLegal Services, 1001-5000 employees
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
Co Founder
Gratisal ApSManagement Consulting, 11-50 employees
Cons
1CRM
- Some random logouts but way less compared to others.
- Becomes a little cluttered as it has all products, services and order management.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
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.
Head of Global IT
VerticMarketing and Advertising, 51-200 employees
Usability
1CRM
1CRM 9.0
Based on 1 answer
There are/is still room for improvement. But overall it delivers what is expected of it.
Account Manager
Reed Elsevier PhilippinesLegal Services, 1001-5000 employees
Deltek WorkBook
No score
No answers yet
No answers on this topic
Support Rating
1CRM
1CRM 10.0
Based on 1 answer
I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.
Account Manager
Reed Elsevier PhilippinesLegal Services, 1001-5000 employees
Deltek WorkBook
No score
No answers yet
No answers on this topic
Alternatives Considered
1CRM
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.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
Deltek WorkBook
Timelog, e-conomic project module and podio
Co Founder
Gratisal ApSManagement Consulting, 11-50 employees
Return on Investment
1CRM
- It has overall increased sales productivity.
- Has reduced lead time for customer and made the deliveries faster and more efficient.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
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.
Head of Global IT
VerticMarketing and Advertising, 51-200 employees
Screenshots
1CRM
—Pricing Details
1CRM
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
—Deltek WorkBook
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
Required
$19*
* per month