What users are saying about
4 Ratings
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Score 9.3 out of 100
6 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Sales Force Automation

    8.7

    Clear C2 C2CRM

    87%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 9/9 features

    Customer data management / contact management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Workflow management

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    Territory management

    8.7
    87%
    3 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.3
    93%
    3 Ratings
    N/A
    0 Ratings

    Contract management

    8.6
    86%
    2 Ratings
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Interaction tracking

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.9

    Clear C2 C2CRM

    89%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 3/3 features

    Case management

    9.3
    93%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.0

    Clear C2 C2CRM

    90%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Lead management

    9.3
    93%
    2 Ratings
    N/A
    0 Ratings

    Email marketing

    8.6
    86%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.6

    Clear C2 C2CRM

    86%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 3/3 features

    Task management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Reporting

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.9

    Clear C2 C2CRM

    89%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 3/3 features

    Forecasting

    9.3
    93%
    3 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.3
    83%
    3 Ratings
    N/A
    0 Ratings

    Customization

    8.7

    Clear C2 C2CRM

    87%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 4/4 features

    Custom fields

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Custom objects

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Security

    8.5

    Clear C2 C2CRM

    85%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Single sign-on capability

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.7
    87%
    3 Ratings
    N/A
    0 Ratings

    Social CRM

    8.8

    Clear C2 C2CRM

    88%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Social data

    9.3
    93%
    2 Ratings
    N/A
    0 Ratings

    Social engagement

    8.3
    83%
    2 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.5

    Clear C2 C2CRM

    85%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 2/2 features

    Marketing automation

    9.0
    90%
    2 Ratings
    N/A
    0 Ratings

    Compensation management

    8.0
    80%
    2 Ratings
    N/A
    0 Ratings

    Platform

    7.7

    Clear C2 C2CRM

    77%

    Deltek WorkBook

    Feature Set Not Supported
    N/A
    Clear C2 C2CRM ranks higher in 1/1 features

    Mobile access

    7.7
    77%
    2 Ratings
    N/A
    0 Ratings

    Project Management

    Clear C2 C2CRM

    Feature Set Not Supported
    N/A
    4.7

    Deltek WorkBook

    47%
    Deltek WorkBook ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    4.0
    40%
    3 Ratings

    Resource Management

    N/A
    0 Ratings
    6.0
    60%
    3 Ratings

    Gantt Charts

    N/A
    0 Ratings
    4.0
    40%
    3 Ratings

    Scheduling

    N/A
    0 Ratings
    2.1
    21%
    3 Ratings

    Workflow Automation

    N/A
    0 Ratings
    2.0
    20%
    3 Ratings

    Team Collaboration

    N/A
    0 Ratings
    7.0
    70%
    3 Ratings

    Support for Agile Methodology

    N/A
    0 Ratings
    3.0
    30%
    2 Ratings

    Support for Waterfall Methodology

    N/A
    0 Ratings
    3.0
    30%
    2 Ratings

    Document Management

    N/A
    0 Ratings
    2.0
    20%
    3 Ratings

    Email integration

    N/A
    0 Ratings
    3.0
    30%
    3 Ratings

    Mobile Access

    N/A
    0 Ratings
    5.0
    50%
    3 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    10.0
    100%
    3 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    4.0
    40%
    2 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    10.0
    100%
    2 Ratings

    Professional Services Automation

    Clear C2 C2CRM

    Feature Set Not Supported
    N/A
    9.0

    Deltek WorkBook

    90%
    Deltek WorkBook ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    10.0
    100%
    3 Ratings

    Invoicing

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    8.0
    80%
    3 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    10.0
    100%
    3 Ratings

    Attribute Ratings

    • Clear C2 C2CRM is rated higher in 1 area: Likelihood to Recommend
    • Clear C2 C2CRM and Deltek WorkBook are tied in 2 areas: Usability, Support Rating

    Likelihood to Recommend

    9.0

    Clear C2 C2CRM

    90%
    3 Ratings
    8.0

    Deltek WorkBook

    80%
    3 Ratings

    Usability

    9.0

    Clear C2 C2CRM

    90%
    2 Ratings
    9.0

    Deltek WorkBook

    90%
    1 Rating

    Support Rating

    9.0

    Clear C2 C2CRM

    90%
    2 Ratings
    9.0

    Deltek WorkBook

    90%
    1 Rating

    Likelihood to Recommend

    Clear C2 C2CRM

    It
    allows the best sales with our customers. It is the best CRM software in the
    market. If customers need help then it allows their users to contact them
    directly and they give good feedback in a short time.
    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.
    Read full review

    Pros

    Clear C2 C2CRM

    • An incredible application in making sales and marketing in a single go.
    • Good to comprehend business opportunities and to protect the product’s promotion in the market.
    • It's a very simple and easy application. Once installed [it] can give the maximum benefits. Nothing can stop this tool from making wise decisions and providing ways to implement and observe the process further.
    • Its mobile version helps us to watch the business detail for 24-hours and is a good way to communicate with clients on demand.
    • Its managing abilities are not underestimated because of its to-the-point business overview.
    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

    Clear C2 C2CRM

    • Unsure, as I have not seen issues that weren't resolved quickly and professionally.
    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

    Pricing Details

    Clear C2 C2CRM

    Starting Price

    $37 per month per user

    Editions & Modules

    Clear C2 C2CRM editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Core package starts at $37 per user/per month. Includes all features to track and manage customer and prospects (email integration, unlimited workflows, unlimited data, custom dashboards and report and much more). Additional modules of Sales, Marketing and Customer Support are $15 add-ons (per user, per month)

      Deltek WorkBook

      Starting Price

      Editions & Modules

      Deltek WorkBook editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        Required $19

        Additional 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.

        Usability

        Clear C2 C2CRM

        I like most and the features help me to manage customer details and their orders. It is very easy, I [have been] using this application for a long time and its integration with other applications is perfect for [a] fast workflow.
        Read full review

        Deltek, Inc.

        Gets the job done, just not the sexiest.
        Read full review

        Support Rating

        Clear C2 C2CRM

        C2CRM delivers us the best features for improving business tasks and it is very handy for launching new products in front of others. I can easily gather all the detail of customers in one place and we can discuss and increase product marketing. Its social media integration is great to advertise product features, so that's why I really like it.
        Read full review

        Deltek, Inc.

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

        Alternatives Considered

        Clear C2 C2CRM

        I HIGHLY recommend Clear C2 C2CRM above any other platform.
        Read full review

        Deltek, Inc.

        Timelog, e-conomic project module and podio
        Read full review

        Return on Investment

        Clear C2 C2CRM

        • It has been [designed] for sales reps. They can focus on sales and building relationships with clients. It is best for businesses from all sectors who want good results. They give training online and through webinars.
        • Its features are very advanced and good. It gives users lots of documentation storage, assists achieve, retail machine integration, [and] task management.
        • The next step is to win customers from other tools over profitable sales. And then retaining these customers with their services and support. The new interface has [been] launched for a better understanding of users as it increases day-to-day productivity due to lesser complexity.
        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

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