amoCRM vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
amoCRM
Score 7.7 out of 10
Small Businesses (1-50 employees)
amoCRM is a cloud-based sales management solution designed for small to medium sized businesses. Some key features include: Webform Integration, Pipeline Management and Tasks Management.
$15
/user/month
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
amoCRMDeltek WorkBook
Editions & Modules
Basic
$15
/user/month
Advanced
$25.00
/user/month
Enterprise
$45
/user/month
No answers on this topic
Offerings
Pricing Offerings
amoCRMDeltek WorkBook
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$19 per month
Additional DetailsNo minimum amount of users. Free set-up assistance with your own personal amoCRM expert.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.
More Pricing Information
Features
amoCRMDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
amoCRM
8.8
2 Ratings
14% above category average
Deltek WorkBook
-
Ratings
Customer data management / contact management10.02 Ratings00 Ratings
Workflow management8.42 Ratings00 Ratings
Opportunity management8.02 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.42 Ratings00 Ratings
Interaction tracking9.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
amoCRM
8.4
2 Ratings
11% above category average
Deltek WorkBook
-
Ratings
Call center management8.42 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
amoCRM
8.8
2 Ratings
15% above category average
Deltek WorkBook
-
Ratings
Lead management10.02 Ratings00 Ratings
Email marketing7.72 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
amoCRM
6.3
2 Ratings
18% below category average
Deltek WorkBook
-
Ratings
Task management8.22 Ratings00 Ratings
Billing and invoicing management5.01 Ratings00 Ratings
Reporting5.72 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
amoCRM
7.5
2 Ratings
1% below category average
Deltek WorkBook
-
Ratings
Forecasting7.22 Ratings00 Ratings
Pipeline visualization10.02 Ratings00 Ratings
Customizable reports5.12 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
amoCRM
8.5
2 Ratings
12% above category average
Deltek WorkBook
-
Ratings
Custom fields10.02 Ratings00 Ratings
Scripting environment7.01 Ratings00 Ratings
API for custom integration8.42 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
amoCRM
9.2
2 Ratings
10% above category average
Deltek WorkBook
-
Ratings
Single sign-on capability10.01 Ratings00 Ratings
Role-based user permissions8.42 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
amoCRM
10.0
1 Ratings
32% above category average
Deltek WorkBook
-
Ratings
Social data10.01 Ratings00 Ratings
Social engagement10.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
amoCRM
8.4
2 Ratings
16% above category average
Deltek WorkBook
-
Ratings
Marketing automation8.42 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
amoCRM
8.4
2 Ratings
11% above category average
Deltek WorkBook
-
Ratings
Mobile access8.42 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
amoCRM
-
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
amoCRM
-
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
amoCRMDeltek WorkBook
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Stackby
Stackby
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
amoCRMDeltek WorkBook
Likelihood to Recommend
8.2
(2 ratings)
8.0
(3 ratings)
Usability
-
(0 ratings)
9.0
(1 ratings)
Support Rating
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
amoCRMDeltek WorkBook
Likelihood to Recommend
amoCRM, LLC
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.
Read full review
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
amoCRM, LLC
  • 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.
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
Read full review
Cons
amoCRM, LLC
  • 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?
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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.
Read full review
Usability
amoCRM, LLC
No answers on this topic
Deltek, Inc.
Gets the job done, just not the sexiest.
Read full review
Support Rating
amoCRM, LLC
No answers on this topic
Deltek, Inc.
Great implementation support, but haven't had many questions since.
Read full review
Alternatives Considered
amoCRM, LLC
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.
Read full review
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
Return on Investment
amoCRM, LLC
  • 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.
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

amoCRM Screenshots

Screenshot of Digital Pipeline (Automated lead warming and follow-up)Screenshot of Customizable pipeline is easy to learn and navigate. It's refreshed in live time, so you're always up-to-date.Screenshot of Quick and intuitive Salesbot builder will help you in getting your own chatbot in no time. Save time and effort by getting rid of repetitive tasks and providing 24/7 communication line with your business.Screenshot of Take your business with you wherever you go. Our mobile app is capable of lead tracking, calls, sending emails and much more.Screenshot of Tons of integrations with different services, as well as the most popular communication channels can be connected to amoCRM for free.Screenshot of Lead profile with click to call, email, and chat

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.