ADAPTcrm vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ADAPTcrm
Score 7.2 out of 10
N/A
ADAPTcrm is an integrated customer relationship management (CRM) designed specifically for mid-sized manufacturers and distributors.N/A
Deltek WorkBook
Score 8.3 out of 10
N/A
Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A
Pricing
ADAPTcrmDeltek WorkBook
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ADAPTcrmDeltek WorkBook
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$19 per month
Additional DetailsBASIC 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.
More Pricing Information
Features
ADAPTcrmDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ADAPTcrm
9.0
3 Ratings
16% above category average
Deltek WorkBook
-
Ratings
Customer data management / contact management8.73 Ratings00 Ratings
Workflow management9.73 Ratings00 Ratings
Territory management8.73 Ratings00 Ratings
Opportunity management8.73 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.03 Ratings00 Ratings
Contract management9.03 Ratings00 Ratings
Quote & order management9.73 Ratings00 Ratings
Interaction tracking8.43 Ratings00 Ratings
Channel / partner relationship management9.03 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
ADAPTcrm
9.2
3 Ratings
20% above category average
Deltek WorkBook
-
Ratings
Case management9.73 Ratings00 Ratings
Call center management9.03 Ratings00 Ratings
Help desk management9.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ADAPTcrm
8.9
3 Ratings
16% above category average
Deltek WorkBook
-
Ratings
Lead management9.03 Ratings00 Ratings
Email marketing8.73 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
18% above category average
Deltek WorkBook
-
Ratings
Task management9.73 Ratings00 Ratings
Billing and invoicing management8.73 Ratings00 Ratings
Reporting9.03 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
18% above category average
Deltek WorkBook
-
Ratings
Forecasting9.03 Ratings00 Ratings
Pipeline visualization8.73 Ratings00 Ratings
Customizable reports9.73 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
ADAPTcrm
8.7
3 Ratings
14% above category average
Deltek WorkBook
-
Ratings
Custom fields8.73 Ratings00 Ratings
Custom objects8.43 Ratings00 Ratings
Scripting environment8.73 Ratings00 Ratings
API for custom integration9.02 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
ADAPTcrm
9.1
3 Ratings
9% above category average
Deltek WorkBook
-
Ratings
Single sign-on capability9.03 Ratings00 Ratings
Role-based user permissions9.23 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
ADAPTcrm
8.7
3 Ratings
18% above category average
Deltek WorkBook
-
Ratings
Social data9.03 Ratings00 Ratings
Social engagement8.43 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
ADAPTcrm
8.9
3 Ratings
22% above category average
Deltek WorkBook
-
Ratings
Marketing automation9.03 Ratings00 Ratings
Compensation management8.72 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
ADAPTcrm
8.7
2 Ratings
15% above category average
Deltek WorkBook
-
Ratings
Mobile access8.72 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
ADAPTcrm
-
Ratings
Deltek WorkBook
4.6
3 Ratings
48% below category average
Task Management00 Ratings4.03 Ratings
Resource Management00 Ratings6.03 Ratings
Gantt Charts00 Ratings4.03 Ratings
Scheduling00 Ratings2.03 Ratings
Workflow Automation00 Ratings2.03 Ratings
Team Collaboration00 Ratings7.03 Ratings
Support for Agile Methodology00 Ratings3.02 Ratings
Support for Waterfall Methodology00 Ratings3.02 Ratings
Document Management00 Ratings2.03 Ratings
Email integration00 Ratings3.03 Ratings
Mobile Access00 Ratings5.03 Ratings
Timesheet Tracking00 Ratings10.03 Ratings
Change request and Case Management00 Ratings4.02 Ratings
Budget and Expense Management00 Ratings10.02 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
ADAPTcrm
-
Ratings
Deltek WorkBook
9.0
3 Ratings
20% above category average
Quotes/estimates00 Ratings10.03 Ratings
Invoicing00 Ratings8.03 Ratings
Project & financial reporting00 Ratings8.03 Ratings
Integration with accounting software00 Ratings10.03 Ratings
Best Alternatives
ADAPTcrmDeltek WorkBook
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Score 9.2 out of 10
SAP Ruum
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User Ratings
ADAPTcrmDeltek WorkBook
Likelihood to Recommend
9.0
(3 ratings)
8.0
(3 ratings)
Usability
9.0
(2 ratings)
9.0
(1 ratings)
Support Rating
9.0
(2 ratings)
9.0
(1 ratings)
User Testimonials
ADAPTcrmDeltek WorkBook
Likelihood to Recommend
ADAPT Software Applications, Inc.
We have been using Adapt for almost a year or more and it is the best CRM solution and has helped us in saving our time and also in finding various contacts from our LinkedIn connections. It enabled us to grow our network by connecting us to the market for our products. when it comes to its price its subscription rate is quite high and it gets buggy sometimes.
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Deltek, Inc.
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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Pros
ADAPT Software Applications, Inc.
  • It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
  • ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
  • The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.
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Deltek, Inc.
  • 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
ADAPT Software Applications, Inc.
  • Sometimes in the middle of work, it logs us out and it needs to be fixed as it is annoying.
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Deltek, Inc.
  • 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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Usability
ADAPT Software Applications, Inc.
Adapt CRM is the perfect tool for everyone looking for the solution to manage customer relations. It has proved itself as a time saver and we can focus on other parts of our organization too without any compromise on our customer relations. It has many features for customization. Additionally, its customer service is so good and helpful and unlike other software of this kind, we have found it quite user-friendly.
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Deltek, Inc.
Gets the job done, just not the sexiest.
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Support Rating
ADAPT Software Applications, Inc.
CRM solutions are always meant to strengthen client relationships and ADAPTcrm has helped us in achieving one of our business objectives of strengthening our bond with our clients.
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Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Alternatives Considered
ADAPT Software Applications, Inc.
ADAPTcrm is a bit different than other programs with similar feature sets. It offers a more well-rounded set of features that can be beneficial for an organization looking for an in all-in-one solution without much customization. On the other hand, if customization or changes are needed, the costs can be increased greatly with the need for developers or support from the company. Some CRM solutions may require a great deal of programming which ADAPTcrm does not necessarily need, potentially saving a great deal of time in implementation.
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Deltek, Inc.
Timelog, e-conomic project module and podio
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Return on Investment
ADAPT Software Applications, Inc.
  • It has resulted in growth of our company.
  • It has enabled to make more connections in market.
  • It has proved as a time saver for us.
  • Its cost has a major negative impact on us.
Read full review
Deltek, Inc.
  • 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.
Read full review
ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.