What users are saying about

WorkBook

3 Ratings

Conga ActionGrid

9 Ratings
Score 8.8 out of 101

WorkBook

3 Ratings
Score 8.4 out of 101

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Likelihood to Recommend

Conga ActionGrid

Overall, I enjoy using Conga ActionGrid. It helps us store our large candidate pool, while continuously adding more candidates every day. With a quick search we are able to find these candidates and then match them to a job that they might be a good fit for. After we create a packet for them to present to hiring managers
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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
Frants E. Moraitis profile photo

Feature Rating Comparison

Project Management

Conga ActionGrid
7.8
WorkBook
9.4
Task Management
Conga ActionGrid
7.5
WorkBook
10.0
Resource Management
Conga ActionGrid
8.0
WorkBook
10.0
Gantt Charts
Conga ActionGrid
7.5
WorkBook
10.0
Scheduling
Conga ActionGrid
6.0
WorkBook
9.0
Workflow Automation
Conga ActionGrid
7.0
WorkBook
9.0
Team Collaboration
Conga ActionGrid
7.5
WorkBook
9.0
Support for Agile Methodology
Conga ActionGrid
8.0
WorkBook
10.0
Support for Waterfall Methodology
Conga ActionGrid
7.5
WorkBook
10.0
Document Management
Conga ActionGrid
9.5
WorkBook
9.0
Email integration
Conga ActionGrid
10.0
WorkBook
9.0
Mobile Access
Conga ActionGrid
9.5
WorkBook
8.0
Timesheet Tracking
Conga ActionGrid
7.5
WorkBook
10.0
Change request and Case Management
Conga ActionGrid
7.5
WorkBook
10.0
Budget and Expense Management
Conga ActionGrid
6.0
WorkBook
8.0

Professional Services Automation

Conga ActionGrid
4.9
WorkBook
9.5
Quotes/estimates
Conga ActionGrid
5.5
WorkBook
10.0
Invoicing
Conga ActionGrid
4.0
WorkBook
9.0
Project & financial reporting
Conga ActionGrid
5.0
WorkBook
9.0
Integration with accounting software
Conga ActionGrid
5.0
WorkBook
10.0

Pros

  • Organization
  • Filtration
Kyle Rapaport profile photo
  • 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 profile photo

Cons

  • It can be very slow, but it is taken with a grain of salt because our system has tons of data in it
Kyle Rapaport profile photo
  • Lot of options - Demands training of the users before they can use if fully
Frants E. Moraitis profile photo

Alternatives Considered

I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
No photo available
Timelog, e-conomic project module and podio
Frants E. Moraitis profile photo

Return on Investment

  • It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.
Kyle Rapaport profile photo
  • 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
Frants E. Moraitis profile photo

Screenshots

Conga ActionGrid

Pricing Details

Conga ActionGrid

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