What users are saying about
9 Ratings
4 Ratings
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Score 7.1 out of 100
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.1 out of 100

Likelihood to Recommend

Deltek WorkBook

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

Dubsado

For me, it's the ease of sending everything out to a new client: contracts, forms, and invoices. Also, the payment reminder schedule is a blessing! Plus, right when you log in, you can see what invoices are outstanding.
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.8
Dubsado
Task Management
Deltek WorkBook
8.1
Dubsado
Resource Management
Deltek WorkBook
9.0
Dubsado
Gantt Charts
Deltek WorkBook
9.0
Dubsado
Scheduling
Deltek WorkBook
9.0
Dubsado
Workflow Automation
Deltek WorkBook
6.1
Dubsado
Team Collaboration
Deltek WorkBook
6.1
Dubsado
Support for Agile Methodology
Deltek WorkBook
10.0
Dubsado
Support for Waterfall Methodology
Deltek WorkBook
10.0
Dubsado
Document Management
Deltek WorkBook
6.1
Dubsado
Email integration
Deltek WorkBook
6.1
Dubsado
Mobile Access
Deltek WorkBook
4.1
Dubsado
Timesheet Tracking
Deltek WorkBook
7.1
Dubsado
Change request and Case Management
Deltek WorkBook
10.0
Dubsado
Budget and Expense Management
Deltek WorkBook
8.0
Dubsado

Professional Services Automation

Deltek WorkBook
6.1
Dubsado
Quotes/estimates
Deltek WorkBook
5.2
Dubsado
Invoicing
Deltek WorkBook
6.1
Dubsado
Project & financial reporting
Deltek WorkBook
6.1
Dubsado
Integration with accounting software
Deltek WorkBook
7.1
Dubsado

Sales Force Automation

Deltek WorkBook
Dubsado
8.6
Customer data management / contact management
Deltek WorkBook
Dubsado
8.5
Workflow management
Deltek WorkBook
Dubsado
9.0
Opportunity management
Deltek WorkBook
Dubsado
10.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Dubsado
9.0
Contract management
Deltek WorkBook
Dubsado
10.0
Quote & order management
Deltek WorkBook
Dubsado
10.0
Interaction tracking
Deltek WorkBook
Dubsado
4.0

Marketing Automation

Deltek WorkBook
Dubsado
3.0
Lead management
Deltek WorkBook
Dubsado
3.0

CRM Project Management

Deltek WorkBook
Dubsado
9.5
Task management
Deltek WorkBook
Dubsado
8.5
Billing and invoicing management
Deltek WorkBook
Dubsado
10.0
Reporting
Deltek WorkBook
Dubsado
10.0

CRM Reporting & Analytics

Deltek WorkBook
Dubsado
8.0
Pipeline visualization
Deltek WorkBook
Dubsado
8.5
Customizable reports
Deltek WorkBook
Dubsado
7.5

Customization

Deltek WorkBook
Dubsado
5.0
Custom fields
Deltek WorkBook
Dubsado
7.0
API for custom integration
Deltek WorkBook
Dubsado
3.0

Security

Deltek WorkBook
Dubsado
8.0
Role-based user permissions
Deltek WorkBook
Dubsado
8.0

Pros

Deltek WorkBook

  • 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

Dubsado

  • Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore!
  • The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too!
  • Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance.
Heather Herring | TrustRadius Reviewer

Cons

Deltek WorkBook

  • 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

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | TrustRadius Reviewer

Return on Investment

Deltek WorkBook

  • 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

Dubsado

  • It's saving me time.
  • I am less frustrated when I need to create a new invoice or contract.
  • Less time spent on these admin tasks means more time available to work with clients.
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

Screenshots

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Dubsado

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Dubsado
10.0

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