Bigin by Zoho CRM vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Bigin by Zoho CRM
Score 8.6 out of 10
N/A
Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams. Bigin helps small businesses unify customer-facing operations— marketing, sales, onboarding, delivery, and support, and it offers features that help to manage these customer relationships effectively.
$9
per 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
Bigin by Zoho CRMDeltek WorkBook
Editions & Modules
Express
$9.00
per month per user
Premier
$15.00
per month
No answers on this topic
Offerings
Pricing Offerings
Bigin by Zoho CRMDeltek WorkBook
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$19 per month
Additional Details20% discount for annual pricing.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
Community Pulse
Bigin by Zoho CRMDeltek WorkBook
Top Pros
Top Cons
Features
Bigin by Zoho CRMDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Bigin by Zoho CRM
7.9
54 Ratings
3% above category average
Deltek WorkBook
-
Ratings
Customer data management / contact management8.851 Ratings00 Ratings
Workflow management8.352 Ratings00 Ratings
Opportunity management8.551 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.948 Ratings00 Ratings
Contract management5.619 Ratings00 Ratings
Interaction tracking8.246 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Bigin by Zoho CRM
8.0
45 Ratings
6% above category average
Deltek WorkBook
-
Ratings
Lead management8.642 Ratings00 Ratings
Email marketing7.439 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Bigin by Zoho CRM
7.9
44 Ratings
4% above category average
Deltek WorkBook
-
Ratings
Task management8.044 Ratings00 Ratings
Reporting7.720 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Bigin by Zoho CRM
7.9
47 Ratings
3% above category average
Deltek WorkBook
-
Ratings
Pipeline visualization8.447 Ratings00 Ratings
Customizable reports7.540 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Bigin by Zoho CRM
8.3
50 Ratings
9% above category average
Deltek WorkBook
-
Ratings
Custom fields8.350 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Bigin by Zoho CRM
8.5
47 Ratings
2% above category average
Deltek WorkBook
-
Ratings
Single sign-on capability8.538 Ratings00 Ratings
Role-based user permissions8.545 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Bigin by Zoho CRM
6.9
27 Ratings
6% below category average
Deltek WorkBook
-
Ratings
Social data6.926 Ratings00 Ratings
Social engagement6.926 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Bigin by Zoho CRM
7.9
36 Ratings
9% above category average
Deltek WorkBook
-
Ratings
Marketing automation7.936 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Bigin by Zoho CRM
8.5
48 Ratings
13% above category average
Deltek WorkBook
-
Ratings
Mobile access8.548 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Bigin by Zoho CRM
-
Ratings
Deltek WorkBook
4.6
3 Ratings
49% 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
Bigin by Zoho CRM
-
Ratings
Deltek WorkBook
9.0
3 Ratings
19% 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
Bigin by Zoho CRMDeltek WorkBook
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Stackby
Stackby
Score 9.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.3 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.3 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Bigin by Zoho CRMDeltek WorkBook
Likelihood to Recommend
9.1
(54 ratings)
8.0
(3 ratings)
Likelihood to Renew
9.1
(1 ratings)
-
(0 ratings)
Usability
8.5
(25 ratings)
9.0
(1 ratings)
Support Rating
6.1
(7 ratings)
9.0
(1 ratings)
User Testimonials
Bigin by Zoho CRMDeltek WorkBook
Likelihood to Recommend
Zoho
Bigin by Zoho CRM is suitable for medium-size or small-size companies. In our case, being a small company, all the functions that Bigin by Zoho CRM offers are more than enough. If in the future we need features that are not currently covered by the platform, we will evaluate the possibility of migrating to Zoho CRM. But for the moment (until now we had never used a CRM), everything that Bigin by Zoho CRM offers us fits our needs perfectly. Perhaps for other very large companies, Bigin by Zoho CRM surely does not cover all needs, although I couldn't give examples.
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
Zoho
  • Bigin by Zoho CRM has embedded the marketing automation feature in its operations.
  • Also, Bigin supports CRM, through social media engagement and other working platforms.
  • Bigin provides the management team with customizable reports, after extensive analysis from the entire market segment.
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
Zoho
  • I would like to link the same contact to more than one company.
  • I would like to be able to use only the name field, but I need to use first and last name
  • I would like to have a plan where there is no limit on the number of customizable fields
Read full review
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
Likelihood to Renew
Zoho
Because it is good.
Read full review
Deltek, Inc.
No answers on this topic
Usability
Zoho
Overall it does a perfect job at all the basics, plus more. There are obviously always going to be some features that you feel are missing, or things that you may wand done differently. but with the value for money, you really can't complain.
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Deltek, Inc.
Gets the job done, just not the sexiest.
Read full review
Support Rating
Zoho
The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.
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Deltek, Inc.
Great implementation support, but haven't had many questions since.
Read full review
Alternatives Considered
Zoho
The price is much more attractive than equivalent tools. Pipe drive is as good, but the cost is a big factor when you are a small company, especially at the beginning. So that is why we chose BIgin, and we are delighted with it. With five members, it saves a few hundreds of euros a year.
Read full review
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
Return on Investment
Zoho
  • I was able to migrate from Hubspot CRM easily saving me hours of time
  • I have recieved 5 x replies to the email sequence i set up since i started using it
  • I have improved lead conversion by 5% so far
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

Bigin by Zoho CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

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.