Copper vs Deltek WorkBook

What users are saying about

Score 6.1 out of 10

Based on 57 reviews and ratings

Score 8.3 out of 10

Based on 6 reviews and ratings

Feature Set Ratings

Sales Force Automation

4.6

Copper

46%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 9/9 features

Customer data management / contact management

6.0

60%

18 Ratings

N/A

0 Ratings

Workflow management

3.3

33%

17 Ratings

N/A

0 Ratings

Territory management

5.0

50%

4 Ratings

N/A

0 Ratings

Opportunity management

5.6

56%

17 Ratings

N/A

0 Ratings

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

8.3

83%

18 Ratings

N/A

0 Ratings

Contract management

5.9

59%

9 Ratings

N/A

0 Ratings

Quote & order management

2.0

20%

7 Ratings

N/A

0 Ratings

Interaction tracking

4.4

44%

17 Ratings

N/A

0 Ratings

Channel / partner relationship management

1.1

11%

7 Ratings

N/A

0 Ratings

Customer Service & Support

3.5

Copper

35%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 3/3 features

Case management

2.9

29%

9 Ratings

N/A

0 Ratings

Call center management

3.3

33%

5 Ratings

N/A

0 Ratings

Help desk management

4.4

44%

7 Ratings

N/A

0 Ratings

Marketing Automation

2.9

Copper

29%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Lead management

4.3

43%

15 Ratings

N/A

0 Ratings

Email marketing

1.4

14%

9 Ratings

N/A

0 Ratings

CRM Project Management

3.8

Copper

38%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 3/3 features

Task management

4.7

47%

18 Ratings

N/A

0 Ratings

Billing and invoicing management

1.7

17%

5 Ratings

N/A

0 Ratings

Reporting

5.0

50%

16 Ratings

N/A

0 Ratings

CRM Reporting & Analytics

6.3

Copper

63%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 3/3 features

Forecasting

5.6

56%

15 Ratings

N/A

0 Ratings

Pipeline visualization

6.9

69%

17 Ratings

N/A

0 Ratings

Customizable reports

6.4

64%

15 Ratings

N/A

0 Ratings

Customization

5.1

Copper

51%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 4/4 features

Custom fields

8.0

80%

18 Ratings

N/A

0 Ratings

Custom objects

4.9

49%

12 Ratings

N/A

0 Ratings

Scripting environment

4.1

41%

3 Ratings

N/A

0 Ratings

API for custom integration

3.5

35%

8 Ratings

N/A

0 Ratings

Security

8.4

Copper

84%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Single sign-on capability

8.9

89%

12 Ratings

N/A

0 Ratings

Role-based user permissions

8.0

80%

12 Ratings

N/A

0 Ratings

Social CRM

2.1

Copper

21%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Social data

2.2

22%

12 Ratings

N/A

0 Ratings

Social engagement

2.0

20%

7 Ratings

N/A

0 Ratings

Integrations with 3rd-party Software

2.0

Copper

20%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 2/2 features

Marketing automation

3.0

30%

12 Ratings

N/A

0 Ratings

Compensation management

1.0

10%

1 Rating

N/A

0 Ratings

Platform

7.2

Copper

72%

Deltek WorkBook

Feature Set Not Supported

N/A

Copper ranks higher in 1/1 features

Mobile access

7.2

72%

16 Ratings

N/A

0 Ratings

Project Management

Copper

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

4.1

41%

3 Ratings

Resource Management

N/A

0 Ratings

6.1

61%

3 Ratings

Gantt Charts

N/A

0 Ratings

4.2

42%

3 Ratings

Scheduling

N/A

0 Ratings

2.2

22%

3 Ratings

Workflow Automation

N/A

0 Ratings

2.1

21%

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

2.1

21%

3 Ratings

Email integration

N/A

0 Ratings

3.1

31%

3 Ratings

Mobile Access

N/A

0 Ratings

5.0

50%

3 Ratings

Timesheet Tracking

N/A

0 Ratings

9.9

99%

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

Copper

Feature Set Not Supported

N/A

8.9

Deltek WorkBook

89%

Deltek WorkBook ranks higher in 4/4 features

Quotes/estimates

N/A

0 Ratings

9.8

98%

3 Ratings

Invoicing

N/A

0 Ratings

7.9

79%

3 Ratings

Project & financial reporting

N/A

0 Ratings

7.9

79%

3 Ratings

Integration with accounting software

N/A

0 Ratings

9.9

99%

3 Ratings

Attribute Ratings

Deltek WorkBook is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Copper

30%

19 Ratings

8.0

Deltek WorkBook

80%

3 Ratings

Copper

47%

10 Ratings

9.0

Deltek WorkBook

90%

1 Rating

Copper

28%

12 Ratings

9.0

Deltek WorkBook

90%

1 Rating

Pros

I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.

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Verified User

Employee in Other

Financial Services Company, 51-200 employees

View all 19 answers on this topic

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

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Frants E. Moraitis

Co Founder

Gratisal ApSManagement Consulting, 11-50 employees

View all 3 answers on this topic

Cons

Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
I am pleased using Copper and can't think of any other cons since implementation.

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Erik Viager

Manager, Business Development

Manifest LLCMarketing and Advertising, 51-200 employees

View all 19 answers on this topic

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.

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Christopher Fritz

Head of Global IT

VerticMarketing and Advertising, 51-200 employees

View all 3 answers on this topic

Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

$25 per month per user

Copper Editions & Modules

Edition

Basic	$25.00¹
Professional	$59.00¹
Business	$119.00¹

per month per user

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Required

$19

Starting Price

—

Deltek WorkBook Editions & Modules

—

Additional Pricing 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

Copper 4.7

Based on 10 answers

I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.

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Jason Tenzer

President

Golf Advisory CouncilSports, 1-10 employees

View all 10 answers on this topic

Deltek WorkBook 9.0

Based on 1 answer

Gets the job done, just not the sexiest.

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Verified User

Executive in Corporate

Entertainment Company, 51-200 employees

View all 1 answers on this topic

Support Rating

Copper 2.8

Based on 12 answers

It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.

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Ben J. Varghese

Manager, Sales Readiness

NytroComputer Software, 51-200 employees

View all 12 answers on this topic

Deltek WorkBook 9.0

Based on 1 answer

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

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Verified User

Executive in Corporate

Entertainment Company, 51-200 employees

View all 1 answers on this topic

Alternatives Considered

ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.

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Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

View all 19 answers on this topic

Timelog, e-conomic project module and podio

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Frants E. Moraitis

Co Founder

Gratisal ApSManagement Consulting, 11-50 employees

View all 3 answers on this topic

Return on Investment

Speed to call leads has increased for us over 32%.
Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.

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Kelly Wasden

Sr. Account Executive

MotivosityHuman Resources, 11-50 employees

View all 19 answers on this topic

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.

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Christopher Fritz

Head of Global IT

VerticMarketing and Advertising, 51-200 employees

View all 3 answers on this topic

Screenshots

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See All (10) Deltek WorkBook Screenshots