Clear C2 C2CRM vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clear C2 C2CRM
Score 9.3 out of 10
Mid-Size Companies (51-1,000 employees)
Clear C2 is a 20yr CRM software development company based in Dallas, TX. They describe their CRM solution C2CRM as robust yet easy to use. It is built for companies of all industries and sizes (10 user minimum), and presented as a customizable CRM designed to drive sales, mange customer relationships and automate internal processes.
$37
per month per user
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
Clear C2 C2CRMDeltek WorkBook
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Clear C2 C2CRMDeltek WorkBook
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup fee$19 per month
Additional DetailsCore 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)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
Clear C2 C2CRMDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
10% above category average
Deltek WorkBook
-
Ratings
Customer data management / contact management9.03 Ratings00 Ratings
Workflow management8.13 Ratings00 Ratings
Territory management9.03 Ratings00 Ratings
Opportunity management8.03 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.03 Ratings00 Ratings
Contract management8.12 Ratings00 Ratings
Quote & order management9.03 Ratings00 Ratings
Interaction tracking8.02 Ratings00 Ratings
Channel / partner relationship management8.02 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Clear C2 C2CRM
8.7
3 Ratings
15% above category average
Deltek WorkBook
-
Ratings
Case management9.03 Ratings00 Ratings
Call center management8.03 Ratings00 Ratings
Help desk management9.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
12% above category average
Deltek WorkBook
-
Ratings
Lead management9.02 Ratings00 Ratings
Email marketing8.13 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Clear C2 C2CRM
8.4
3 Ratings
10% above category average
Deltek WorkBook
-
Ratings
Task management9.03 Ratings00 Ratings
Billing and invoicing management8.02 Ratings00 Ratings
Reporting8.03 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Clear C2 C2CRM
8.7
3 Ratings
13% above category average
Deltek WorkBook
-
Ratings
Forecasting9.03 Ratings00 Ratings
Pipeline visualization9.03 Ratings00 Ratings
Customizable reports8.03 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
11% above category average
Deltek WorkBook
-
Ratings
Custom fields9.03 Ratings00 Ratings
Custom objects8.02 Ratings00 Ratings
Scripting environment9.03 Ratings00 Ratings
API for custom integration8.02 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Clear C2 C2CRM
8.5
3 Ratings
2% above category average
Deltek WorkBook
-
Ratings
Single sign-on capability8.02 Ratings00 Ratings
Role-based user permissions9.03 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Clear C2 C2CRM
8.5
2 Ratings
15% above category average
Deltek WorkBook
-
Ratings
Social data9.02 Ratings00 Ratings
Social engagement8.02 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Clear C2 C2CRM
8.5
2 Ratings
17% above category average
Deltek WorkBook
-
Ratings
Marketing automation9.02 Ratings00 Ratings
Compensation management8.02 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Clear C2 C2CRM
8.0
2 Ratings
6% above category average
Deltek WorkBook
-
Ratings
Mobile access8.02 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Clear C2 C2CRM
-
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
Clear C2 C2CRM
-
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
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Clear C2 C2CRMDeltek WorkBook
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User Ratings
Clear C2 C2CRMDeltek WorkBook
Likelihood to Recommend
9.0
(3 ratings)
8.0
(3 ratings)
Usability
9.0
(2 ratings)
9.0
(1 ratings)
Support Rating
9.0
(2 ratings)
9.0
(1 ratings)
User Testimonials
Clear C2 C2CRMDeltek WorkBook
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.
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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
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

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.