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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ConvergeHub

    Score8 out of 10
    Small Businesses (1-50 employees)
    ConvergeHub is a converged CRM for SMBs. According to the vendor, this solution can manage all of your sales, marketing, support, and billing needs, with a converged, full-featured, yet extremely easy-to-use CRM that is priced within reach. The vendor’s value proposition is that the features are optimized for small to medium-sized businesses that have the same needs as large corporations–but don’t have massive budgets to integrate or pay for expensive add-ons. All ConvergeHub CRM…

    $9

    per user - per month

    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
    ConvergeHubDeltek WorkBook
    Editions & Modules
    Lite
    $9
    per user - per month
    Professional
    $29
    per user - per month
    Premium
    $59
    per user - per month
    No answers on this topic
    Offerings
    Pricing Offerings
    ConvergeHubDeltek WorkBook
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptional$19 per month
    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.
    More Pricing Information
    Features
    ConvergeHubDeltek WorkBook
    Sales Force Automation
    Comparison of Sales Force Automation features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    8.3
    1 Ratings
    6% above category average
    Deltek WorkBook
    -
    Ratings
    Customer data management / contact management9.01 Ratings00 Ratings
    Workflow management9.01 Ratings00 Ratings
    Territory management8.01 Ratings00 Ratings
    Opportunity management9.01 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)7.01 Ratings00 Ratings
    Contract management8.01 Ratings00 Ratings
    Quote & order management9.01 Ratings00 Ratings
    Interaction tracking8.01 Ratings00 Ratings
    Channel / partner relationship management8.01 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    7.0
    1 Ratings
    10% below category average
    Deltek WorkBook
    -
    Ratings
    Case management7.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    9.0
    1 Ratings
    15% above category average
    Deltek WorkBook
    -
    Ratings
    Lead management9.01 Ratings00 Ratings
    Email marketing9.01 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    9.0
    1 Ratings
    16% above category average
    Deltek WorkBook
    -
    Ratings
    Task management9.01 Ratings00 Ratings
    Billing and invoicing management9.01 Ratings00 Ratings
    Reporting9.01 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    8.0
    1 Ratings
    5% above category average
    Deltek WorkBook
    -
    Ratings
    Pipeline visualization8.01 Ratings00 Ratings
    Customizable reports8.01 Ratings00 Ratings
    Customization
    Comparison of Customization features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    7.5
    1 Ratings
    2% below category average
    Deltek WorkBook
    -
    Ratings
    Custom fields8.01 Ratings00 Ratings
    API for custom integration7.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    9.0
    1 Ratings
    17% above category average
    Deltek WorkBook
    -
    Ratings
    Mobile access9.01 Ratings00 Ratings
    Security
    Comparison of Security features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    9.0
    1 Ratings
    7% above category average
    Deltek WorkBook
    -
    Ratings
    Role-based user permissions9.01 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    -
    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 ConvergeHub and Deltek WorkBook
    Feature
    ConvergeHub
    -
    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
    ConvergeHubDeltek 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
    ConvergeHubDeltek WorkBook
    Likelihood to Recommend
    8.0
    (1 ratings)
    8.0
    (3 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    ConvergeHubDeltek WorkBook
    Likelihood to Recommend
    ConvergeHub
    It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
    Incentivized
    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
    ConvergeHub
    • The dashboards are really good and feature laden.
    • The UI is really intuitive as well as user friendly.
    • Automation of simple tasks as well as the marketing process is really easy.
    • Above all the pricing takes the cake here.
    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
    ConvergeHub
    • Customer support isn't that great, takes a lot of time to respond.
    • Notifications are not on time, i.e. they are delayed and not real time.
    • Lack of integration with other applications.
    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
    ConvergeHub
    No answers on this topic
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
    Read full review
    Support Rating
    ConvergeHub
    No answers on this topic
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Alternatives Considered
    ConvergeHub
    ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
    Incentivized
    Read full review
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    Return on Investment
    ConvergeHub
    • It helps increase the overall productivity by automating daily routine tasks.
    • Sales & marketing process becomes easier and more productive.
    • Workflow management is easier.
    • Overall productivity increases many-fold.
    Incentivized
    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

    ConvergeHub Screenshots

    Screenshot of ConvergeHub dashboard provides a quick and precise snapshot of the key business metrics, namely – Deals by Expected Close Date; Leads by Source; Lead Acquisition & Deal Acquisition and so on.Screenshot of ConvergeHub calendar  allows users to schedule, reschedule, organize, add and edit the tasks. Users can share the calendar with colleagues for quick collaboration. They can check tasks due dates and get notified about upcoming meetings.Screenshot of Users can frame and run marketing campaigns across four broadcast mediums – Email, Direct Mail, SMS and Social. At the end of every campaign, they can use the cross-channel campaign tracking feature to measure the campaign performance and identify the most profitable channels.Screenshot of ConvergeHub provides Case History
 for every customer stored in the CRM. The case history section includes  important details like - total number of cases, assigned customer support agents, case resolution status and case closure date.Screenshot of ConvergeHub Library module enables users to store, share and manage important files, collaterals, brochures, presentations and case studies for every target, lead, account, contact, deal and customer.Screenshot of ConvergeHub facilitates its users to store all business contacts within one  unified database that is accessible round-the-clock from any internet-enabled device. The contact details section includes information such as  email, phone number, meeting notes, to-do lists and documents. Users can customize the contacts management section and add comments, notes, events and files to the contacts.

    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.