What users are saying about

Accelo

9 Ratings

WorkBook

3 Ratings

Accelo

9 Ratings
Score 6.2 out of 101

WorkBook

3 Ratings
Score 8.4 out of 101

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Likelihood to Recommend

Accelo

If you are looking for a basic CRM this tool would work. It has lots of room to grow.
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WorkBook

For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
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Feature Rating Comparison

Project Management

Accelo
4.2
WorkBook
9.4
Task Management
Accelo
5.0
WorkBook
10.0
Resource Management
Accelo
5.0
WorkBook
10.0
Scheduling
Accelo
5.0
WorkBook
9.0
Workflow Automation
Accelo
5.0
WorkBook
9.0
Team Collaboration
Accelo
5.0
WorkBook
9.0
Support for Agile Methodology
Accelo
3.0
WorkBook
10.0
Email integration
Accelo
5.0
WorkBook
9.0
Timesheet Tracking
Accelo
5.0
WorkBook
10.0
Change request and Case Management
Accelo
2.0
WorkBook
10.0
Budget and Expense Management
Accelo
2.0
WorkBook
8.0
Gantt Charts
Accelo
WorkBook
10.0
Support for Waterfall Methodology
Accelo
WorkBook
10.0
Document Management
Accelo
WorkBook
9.0
Mobile Access
Accelo
WorkBook
8.0

Professional Services Automation

Accelo
2.0
WorkBook
9.5
Quotes/estimates
Accelo
2.0
WorkBook
10.0
Invoicing
Accelo
2.0
WorkBook
9.0
Project & financial reporting
Accelo
2.0
WorkBook
9.0
Integration with accounting software
Accelo
2.0
WorkBook
10.0

Pros

  • Allows you to send emails directly from the target's account
  • Allows you to create tasks
  • Keeping track of notes made is easy
No photo available
  • 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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Cons

  • Difficult to upload targets
  • Not easy to modify a target
  • When uploading targets you can not attach them to tags until after they are uploaded.
  • When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.
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  • Lot of options - Demands training of the users before they can use if fully
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Likelihood to Renew

Accelo9.0
Based on 1 answer
Looking forward to seeing more refinement of features provided and upcoming features promised :)
Brendon O'Sullivan profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

No answers on this topic
Timelog, e-conomic project module and podio
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Return on Investment

  • Helps with tracking prospects through the sales/marketing funnel
  • Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.
No photo available
  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality
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Pricing Details

Accelo

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
1.  Per Installation
Accelo Editions & Modules
Accelo
Edition
Plus
$191
Premium
$341
1. Per User
Additional Pricing Details

WorkBook

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*
1.  per month
WorkBook Editions & Modules
WorkBook
Additional Pricing Details
BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.