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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Clear C2 C2CRM

    Score9.3 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

    Score8.3 out of 10
    N/ANow 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    8% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.7
    3 Ratings
    12% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    9% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.4
    3 Ratings
    9% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.5
    3 Ratings
    1% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.5
    2 Ratings
    12% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.5
    2 Ratings
    12% above category average
    Deltek WorkBook
    -
    Ratings
    Marketing automation9.02 Ratings00 Ratings
    Compensation management8.02 Ratings00 Ratings
    Platform
    Comparison of Platform features of Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    8.0
    2 Ratings
    5% above category average
    Deltek WorkBook
    -
    Ratings
    Mobile access8.02 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    -
    Ratings
    Deltek WorkBook
    4.6
    3 Ratings
    50% 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 Clear C2 C2CRM and Deltek WorkBook
    Feature
    Clear C2 C2CRM
    -
    Ratings
    Deltek WorkBook
    9.0
    3 Ratings
    16% 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
    Clear C2 C2CRMDeltek WorkBook
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    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.
    Incentivized
    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.
    Incentivized
    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
    Incentivized
    Read full review
    Cons
    Clear C2 C2CRM
    • Unsure, as I have not seen issues that weren't resolved quickly and professionally.
    Incentivized
    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.
    Incentivized
    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.
    Incentivized
    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.
    Incentivized
    Read full review
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Alternatives Considered
    Clear C2 C2CRM
    I HIGHLY recommend Clear C2 C2CRM above any other platform.
    Incentivized
    Read full review
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    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.
    Incentivized
    Read full review
    ScreenShots

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot 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.