TrustRadius

ConvergeHub vs. Deltek WorkBook

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ConvergeHub
Score 8.0 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
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
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
Community Pulse
ConvergeHubDeltek WorkBook
Top Pros
Top Cons
Features
ConvergeHubDeltek WorkBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
ConvergeHub
8.3
1 Ratings
8% 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 Product A and Product B
ConvergeHub
7.0
1 Ratings
7% below category average
Deltek WorkBook
-
Ratings
Case management7.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
ConvergeHub
9.0
1 Ratings
17% 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 Product A and Product B
ConvergeHub
9.0
1 Ratings
17% 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 Product A and Product B
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 Product A and Product B
ConvergeHub
7.5
1 Ratings
1% below category average
Deltek WorkBook
-
Ratings
Custom fields8.01 Ratings00 Ratings
API for custom integration7.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
ConvergeHub
9.0
1 Ratings
18% above category average
Deltek WorkBook
-
Ratings
Mobile access9.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
ConvergeHub
9.0
1 Ratings
8% above category average
Deltek WorkBook
-
Ratings
Role-based user permissions9.01 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
ConvergeHub
-
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
ConvergeHub
-
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
Best Alternatives
ConvergeHubDeltek WorkBook
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FunctionFox
FunctionFox
Score 8.3 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 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.
Prashant Choudhary | TrustRadius Reviewer
Prashant Choudhary
Business Development Manager
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.
Christopher Fritz | TrustRadius Reviewer
Christopher Fritz
Head of Global IT
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.
Prashant Choudhary | TrustRadius Reviewer
Prashant Choudhary
Business Development Manager
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
Frants E. Moraitis | TrustRadius Reviewer
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.
Prashant Choudhary | TrustRadius Reviewer
Prashant Choudhary
Business Development Manager
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.
Christopher Fritz | TrustRadius Reviewer
Christopher Fritz
Head of Global IT
Read full review
Usability
ConvergeHub
No answers on this topic
Deltek, Inc.
Gets the job done, just not the sexiest.
Verified User
Anonymous
Read full review
Support Rating
ConvergeHub
No answers on this topic
Deltek, Inc.
Great implementation support, but haven't had many questions since.
Verified User
Anonymous
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.
Prashant Choudhary | TrustRadius Reviewer
Prashant Choudhary
Business Development Manager
Read full review
Deltek, Inc.
Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer
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.
Prashant Choudhary | TrustRadius Reviewer
Prashant Choudhary
Business Development Manager
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.
Christopher Fritz | TrustRadius Reviewer
Christopher Fritz
Head of Global IT
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 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.