Agiline CRM vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agiline CRM
Score 8.2 out of 10
N/A
Agiline CRM is a customer relationship management (CRM) software. It is built around features like sales automation, marketing automation, customer service / help desk, and contact management.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
Agiline CRMDeltek WorkBook
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Agiline CRMDeltek 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
Agiline CRMDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agiline CRM
9.2
1 Ratings
18% above category average
Deltek WorkBook
-
Ratings
Customer data management / contact management9.01 Ratings00 Ratings
Workflow management9.01 Ratings00 Ratings
Territory management10.01 Ratings00 Ratings
Opportunity management9.01 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.01 Ratings00 Ratings
Contract management9.01 Ratings00 Ratings
Quote & order management10.01 Ratings00 Ratings
Interaction tracking9.01 Ratings00 Ratings
Channel / partner relationship management9.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agiline CRM
9.3
1 Ratings
21% above category average
Deltek WorkBook
-
Ratings
Case management10.01 Ratings00 Ratings
Call center management9.01 Ratings00 Ratings
Help desk management9.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agiline CRM
9.5
1 Ratings
23% above category average
Deltek WorkBook
-
Ratings
Lead management10.01 Ratings00 Ratings
Email marketing9.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agiline CRM
9.3
1 Ratings
20% above category average
Deltek WorkBook
-
Ratings
Task management9.01 Ratings00 Ratings
Billing and invoicing management10.01 Ratings00 Ratings
Reporting9.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agiline CRM
9.0
1 Ratings
17% above category average
Deltek WorkBook
-
Ratings
Forecasting9.01 Ratings00 Ratings
Pipeline visualization9.01 Ratings00 Ratings
Customizable reports9.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agiline CRM
8.5
1 Ratings
12% above category average
Deltek WorkBook
-
Ratings
Custom fields9.01 Ratings00 Ratings
Custom objects8.01 Ratings00 Ratings
Scripting environment8.01 Ratings00 Ratings
API for custom integration9.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agiline CRM
9.0
1 Ratings
8% above category average
Deltek WorkBook
-
Ratings
Single sign-on capability9.01 Ratings00 Ratings
Role-based user permissions9.01 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agiline CRM
9.5
1 Ratings
27% above category average
Deltek WorkBook
-
Ratings
Social data10.01 Ratings00 Ratings
Social engagement9.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agiline CRM
9.5
1 Ratings
28% above category average
Deltek WorkBook
-
Ratings
Marketing automation9.01 Ratings00 Ratings
Compensation management10.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agiline CRM
9.0
1 Ratings
18% above category average
Deltek WorkBook
-
Ratings
Mobile access9.01 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Agiline CRM
-
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
Agiline CRM
-
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
Agiline CRMDeltek WorkBook
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Avaza
Avaza
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
All AlternativesView all alternativesView all alternatives
User Ratings
Agiline CRMDeltek WorkBook
Likelihood to Recommend
9.0
(1 ratings)
8.0
(3 ratings)
Usability
9.0
(1 ratings)
9.0
(1 ratings)
Support Rating
9.0
(1 ratings)
9.0
(1 ratings)
User Testimonials
Agiline CRMDeltek WorkBook
Likelihood to Recommend
Agiline LLC
Agiline CRM is a tool one must have installed in their company in order to manage and strengthen the bond with their clients. How cool is that to use a tool which is user-friendly and is helping you in almost everything. Its contact management feature is amazing along with the marketing automation feature. Agiline CRM is a tool that has made Customer relation management quite handy.
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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
Agiline LLC
  • Its marketing automation feature is fast and dynamic.
  • It has the capacity to hold many contacts intact and manages them amazingly.
  • Its interface is easy and not complex for beginners.
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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
Agiline LLC
  • I have found its import of contacts quite complex.
  • It doesn’t work well with some of the browsers.
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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
Agiline LLC
Agiline CRM is [a] well-designed tool for marketing automation and for Contact management my overall experience is great with it. The customer support of Agiline is amazing. We had to get in contact
with them twice and found them highly responsive and professional people
having complete command of the product which eventually facilitated us
in solving our problem.
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Deltek, Inc.
Gets the job done, just not the sexiest.
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Support Rating
Agiline LLC
Its features like sales automation have helped in saving our time and with the help of this tool, we can keep the data of our loyal clients safe in one place. It has multiple features to facilitate one's experience. But its price is not good. Agiline CRM is a tool that has made customer relation management quite handy.
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Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Alternatives Considered
Agiline LLC
Agiline CRM is a magic tool with multiple features and works so well with our business. The working of Agiline CRM. is fast but on the other hand, the speed of action of 1CRM was not so good and was clunky. Above all 1CRM wasted our time as that was so difficult tool to understand.
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Deltek, Inc.
Timelog, e-conomic project module and podio
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Return on Investment
Agiline LLC
  • Its customer service is perfect and gives timely responses.
  • Price is unfair and should be decreased.
  • Not browser friendly.
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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.