What users are saying about
8 Ratings
8 Ratings
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Score 8.8 out of 100
4 Ratings
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Score 7 out of 100

Likelihood to Recommend

amoCRM

Where amoCRM is extremely beneficial is with sales teams needing to find a cloud platform that can be easily learned and implemented. At the high school, college and small business level it is fairly priced and easy to work with. The automated pipeline to track calls, sites visits and online chats makes it fast and quick to connect with potential customers. In a day like today where it is crucial to make sales as fast as possible, because any hesitate could result in a loss of a sale, this platform makes it pretty simple. Web forms implemented on our website really helps to connect all of our communication. I would highly recommend it as a means for small businesses to track sales, clients and data. I think as the business grows there may be software that does the sales, marketing tracking side, as well as payroll and HR services as well to not need multiple providers.
Christopher Power | TrustRadius Reviewer

Deltek WorkBook

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.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

amoCRM
8.8
Deltek WorkBook
Customer data management / contact management
amoCRM
10.0
Deltek WorkBook
Workflow management
amoCRM
8.5
Deltek WorkBook
Opportunity management
amoCRM
8.0
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
amoCRM
8.5
Deltek WorkBook
Interaction tracking
amoCRM
9.0
Deltek WorkBook

Customer Service & Support

amoCRM
8.5
Deltek WorkBook
Call center management
amoCRM
8.5
Deltek WorkBook

Marketing Automation

amoCRM
8.9
Deltek WorkBook
Lead management
amoCRM
10.0
Deltek WorkBook
Email marketing
amoCRM
7.8
Deltek WorkBook

CRM Project Management

amoCRM
6.3
Deltek WorkBook
Task management
amoCRM
8.3
Deltek WorkBook
Billing and invoicing management
amoCRM
5.0
Deltek WorkBook
Reporting
amoCRM
5.8
Deltek WorkBook

CRM Reporting & Analytics

amoCRM
7.5
Deltek WorkBook
Forecasting
amoCRM
7.3
Deltek WorkBook
Pipeline visualization
amoCRM
10.0
Deltek WorkBook
Customizable reports
amoCRM
5.3
Deltek WorkBook

Customization

amoCRM
8.5
Deltek WorkBook
Custom fields
amoCRM
10.0
Deltek WorkBook
Scripting environment
amoCRM
7.0
Deltek WorkBook
API for custom integration
amoCRM
8.5
Deltek WorkBook

Security

amoCRM
9.3
Deltek WorkBook
Single sign-on capability
amoCRM
10.0
Deltek WorkBook
Role-based user permissions
amoCRM
8.5
Deltek WorkBook

Social CRM

amoCRM
10.0
Deltek WorkBook
Social data
amoCRM
10.0
Deltek WorkBook
Social engagement
amoCRM
10.0
Deltek WorkBook

Integrations with 3rd-party Software

amoCRM
8.5
Deltek WorkBook
Marketing automation
amoCRM
8.5
Deltek WorkBook

Platform

amoCRM
8.5
Deltek WorkBook
Mobile access
amoCRM
8.5
Deltek WorkBook

Project Management

amoCRM
Deltek WorkBook
7.7
Task Management
amoCRM
Deltek WorkBook
8.0
Resource Management
amoCRM
Deltek WorkBook
9.0
Gantt Charts
amoCRM
Deltek WorkBook
9.0
Scheduling
amoCRM
Deltek WorkBook
9.0
Workflow Automation
amoCRM
Deltek WorkBook
6.0
Team Collaboration
amoCRM
Deltek WorkBook
6.0
Support for Agile Methodology
amoCRM
Deltek WorkBook
10.0
Support for Waterfall Methodology
amoCRM
Deltek WorkBook
10.0
Document Management
amoCRM
Deltek WorkBook
6.0
Email integration
amoCRM
Deltek WorkBook
6.0
Mobile Access
amoCRM
Deltek WorkBook
4.0
Timesheet Tracking
amoCRM
Deltek WorkBook
7.0
Change request and Case Management
amoCRM
Deltek WorkBook
10.0
Budget and Expense Management
amoCRM
Deltek WorkBook
8.0

Professional Services Automation

amoCRM
Deltek WorkBook
6.0
Quotes/estimates
amoCRM
Deltek WorkBook
5.0
Invoicing
amoCRM
Deltek WorkBook
6.0
Project & financial reporting
amoCRM
Deltek WorkBook
6.0
Integration with accounting software
amoCRM
Deltek WorkBook
7.0

Pros

amoCRM

  • Easy to use interface. You can customize your lead's view to show the most important information for amoCRM users.
  • Ready to use Integrations. You can integrate amoCRM with your virtual PBX service, end-to-end analytics service, mailing services.
  • Rich API. You can easily export all leads from amoCRM to different services and work with this data.
  • Customization. You can add your own fields to lead card to fit your needs.
  • Access management. You can set up different rights for different users, so only several users can, for example, delete leads or export data.
Roman Yarovyi | TrustRadius Reviewer

Deltek WorkBook

  • 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 | TrustRadius Reviewer

Cons

amoCRM

  • Room for improvement would be that you need to manually integrate some of the apps for use.
  • Adding information to different fields is timely, and having an auto-fill would be very useful for a lot of the text fields. Perhaps using AI platforms could help identify what content should flow where on the platform.
  • Allow for Twitter integration. Grabbing leads from twitter is very important, using it for FB Messenger is great, but what about other platforms?
Christopher Power | TrustRadius Reviewer

Deltek WorkBook

  • 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.
Christopher Fritz | TrustRadius Reviewer

Alternatives Considered

amoCRM

Reasons why we chose amoCRM:1. It's customizable, we can add custom fields and processes.2. It has a lot of ready integrations with services we use.3. Rich API that allows building completely custom analytics based on data from CRM.4. UI can be customized too. We show our internal users all the data they need to work with the client.
Roman Yarovyi | TrustRadius Reviewer

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Return on Investment

amoCRM

  • Positive impact is on time, the mobile app makes it easy to implement on all devices. For students, it helps to improve their communication skills.
  • Positive, the leads you can gather all in one place makes it much more of an efficient process to track communication, so it saves time, and as a result, saves money.
  • Negative, it seems to take up a lot of data on our mobile devices. Overall it does not have a major impact on the business, but on a mobile device it does drain the battery more than other apps do.
Christopher Power | TrustRadius Reviewer

Deltek WorkBook

  • 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.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Pricing Details

amoCRM

General

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

amoCRM Editions & Modules

Edition
Basic$151
Advanced$25.001
Enterprise$451
  1. /user/month
Additional Pricing Details
No minimum amount of users. Free set-up assistance with your own personal amoCRM expert.

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Deltek WorkBook Editions & Modules

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.

Rating Summary

Likelihood to Recommend

amoCRM
8.3
Deltek WorkBook
7.0

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