Bigin by Zoho CRM vs. Deltek WorkBook

Because Bigin by Zoho CRM focuses more on individualized customer interactions and join that result in relationship prospect growth and sales, it is a good fit for smaller companies of all stripes. It provides you with a taste of Zoho's mass CRM as well. The beginning of your CRM journey

Incentivized

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.

Incentivized

• Easy to use and operate as there are not "23 million" options, but still powerful.
• Integrates with other Zoho products like Zoho Social, Campaigns and Forms.
• Allows deals pipelines with fully customisable stages.

Incentivized

• 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

Incentivized

• Making adjustments to some of the templates or template options are tough.
• The ability to reach customer service can be challenging at time as it is mostly international support.

Incentivized

• 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.

Incentivized

A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features

Incentivized

Gets the job done, just not the sexiest.

Incentivized

Support team is much knowledgeable and was user friendly. Every querry put before them was resolved in the required time frame.

Incentivized

Great implementation support, but haven't had many questions since.

Incentivized

Bigin by Zoho CRM captures opportunities, and gives the company ways to tap and work towards making them more effective. Also, Bigin integrates/connect with the customers emails, making it friendly or simple to communicate with them immediately. Bigin introduced the single sign on procedure, which boosts the security of the entire system and ensure no attacks in any form.

Incentivized

Timelog, e-conomic project module and podio

Incentivized

• The lead conversion right from prospects to revenue generation has increased in our organization.
• Previously the conversion rate was around 40%, now the efficiency has increased.

Incentivized

• 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.

Incentivized