Agiled vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agiled
Score 9.6 out of 10
N/A
Agiled is presented as an all-in-one business management app, supporting task and project management, and including a CRM, from the company of the same name in Houston.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
AgiledDeltek WorkBook
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AgiledDeltek 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
Community Pulse
AgiledDeltek WorkBook
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
AgiledDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agiled
6.0
1 Ratings
24% below category average
Deltek WorkBook
-
Ratings
Customer data management / contact management4.01 Ratings00 Ratings
Workflow management3.01 Ratings00 Ratings
Territory management7.01 Ratings00 Ratings
Opportunity management9.01 Ratings00 Ratings
Contract management9.01 Ratings00 Ratings
Quote & order management9.01 Ratings00 Ratings
Interaction tracking1.01 Ratings00 Ratings
Channel / partner relationship management6.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agiled
6.0
1 Ratings
22% below category average
Deltek WorkBook
-
Ratings
Case management10.01 Ratings00 Ratings
Help desk management2.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agiled
2.0
1 Ratings
116% below category average
Deltek WorkBook
-
Ratings
Lead management3.01 Ratings00 Ratings
Email marketing1.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agiled
6.7
1 Ratings
12% below category average
Deltek WorkBook
-
Ratings
Task management4.01 Ratings00 Ratings
Billing and invoicing management9.01 Ratings00 Ratings
Reporting7.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agiled
4.5
1 Ratings
51% below category average
Deltek WorkBook
-
Ratings
Forecasting1.01 Ratings00 Ratings
Customizable reports8.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agiled
10.0
1 Ratings
28% above category average
Deltek WorkBook
-
Ratings
API for custom integration10.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agiled
9.0
1 Ratings
8% above category average
Deltek WorkBook
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agiled
4.0
1 Ratings
61% below category average
Deltek WorkBook
-
Ratings
Mobile access4.01 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Agiled
-
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
Agiled
-
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
AgiledDeltek WorkBook
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Stackby
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Score 9.6 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
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User Ratings
AgiledDeltek WorkBook
Likelihood to Recommend
7.0
(1 ratings)
8.0
(3 ratings)
Usability
7.0
(1 ratings)
9.0
(1 ratings)
Support Rating
10.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
AgiledDeltek WorkBook
Likelihood to Recommend
Agiled
Agiled is suited for submitting contracts and getting them signed quickly with the help of their public links and digital signature features. It is also well suited for submitting invoices to clients and getting them paid with their PayPal and Wise integration. Organizing and keeping track of a large database of clients and leads may be difficult since the CRM doesn't currently support email and message tracking per client but does offer multiple clients per project which is helpful for managing complex projects with multiple team members and clients.
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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
Agiled
  • Invoicing
  • Business overview
  • Contracts
Read full review
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
Agiled
  • CRM
  • Proposals
  • Scheduling
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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
Agiled
While some of the book keeping features of Agiled have helped me to keep my business in order and provide contracts and invoices to my clients online so we don't need to meet in person every time, the main reason I bought Agiled was to keep track of leads and client communication to better understand what is and isn't working in terms of lead acquisition. This has not been easy since Agiled still can't track communication well and is still clunky when viewing and organizing contacts. I hope it will improve as the team behind it seems to be working hard.
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Deltek, Inc.
Gets the job done, just not the sexiest.
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Support Rating
Agiled
Every time I reach out to Agiled they get back with me very quickly and seem to want to help me. They are constantly releasing updates and improvements which makes me hopeful for the future. I look forward to the day automation and CRM improvements are made. This will be a game changer.
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Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Alternatives Considered
Agiled
No answers on this topic
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
Return on Investment
Agiled
  • Better keep track of contracts
  • Better understand income and expenses
  • Centralized business details
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.