What users are saying about
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Top Rated
58 Ratings
4 Ratings
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Score 7.1 out of 100

Freshsales

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Top Rated
58 Ratings
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Score 8.2 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

Freshsales

If you're looking for an extremely cheap, bare-bones CRM that will house a few hundred contacts that you manually enter, FreshSales is probably a fine solution for you. If you're running a sales or customer success team with any sort of scale or sophistication, this system will be unable to support your needs. I used to be an advocate of FreshSales as a good starter CRM, but due to all of their issues with downtime and bugs - and the fact that they deleted over half of our user data (20,000+ records) - I would strongly recommend that you avoid this company and spend a little extra to get something reliable.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Freshsales
8.1
Customer data management / contact management
Deltek WorkBook
Freshsales
8.4
Workflow management
Deltek WorkBook
Freshsales
8.0
Territory management
Deltek WorkBook
Freshsales
8.3
Opportunity management
Deltek WorkBook
Freshsales
8.4
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Freshsales
7.9
Interaction tracking
Deltek WorkBook
Freshsales
8.2
Channel / partner relationship management
Deltek WorkBook
Freshsales
7.6

Marketing Automation

Deltek WorkBook
Freshsales
8.0
Lead management
Deltek WorkBook
Freshsales
8.4
Email marketing
Deltek WorkBook
Freshsales
7.7

CRM Project Management

Deltek WorkBook
Freshsales
8.0
Task management
Deltek WorkBook
Freshsales
8.0
Reporting
Deltek WorkBook
Freshsales
8.0

CRM Reporting & Analytics

Deltek WorkBook
Freshsales
8.2
Forecasting
Deltek WorkBook
Freshsales
7.7
Pipeline visualization
Deltek WorkBook
Freshsales
8.6
Customizable reports
Deltek WorkBook
Freshsales
8.3

Customization

Deltek WorkBook
Freshsales
8.0
Custom fields
Deltek WorkBook
Freshsales
8.3
Custom objects
Deltek WorkBook
Freshsales
8.3
API for custom integration
Deltek WorkBook
Freshsales
7.5

Security

Deltek WorkBook
Freshsales
8.1
Single sign-on capability
Deltek WorkBook
Freshsales
8.1
Role-based user permissions
Deltek WorkBook
Freshsales
8.1

Platform

Deltek WorkBook
Freshsales
7.4
Mobile access
Deltek WorkBook
Freshsales
7.4

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

Freshsales

  • It helps you automate your onboarding process for new leads.
  • It has lots of integrations with other apps, so you can interact with other things like calendars and calls.
  • It's pretty easy to set sequences so the platform automatically follows up with people for you. This is not only helpful for your sales pipeline, but also for client communication when working on a project that requires their input.
Brandon Howard | 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

Freshsales

  • Automation ('workflows') need a bit of work. In comparison to other sales CRMs that automatically 'nudge' sales staff when a phone call or email hasn't been returned (for example), these nudges can be created as 'tasks' in Freshsales, but only by someone who knows what they're doing, setting explicit trigger and action rules that don't always cover all scenarios.
  • Event tracking with Segment (or just with their JS library) is a little bit haphazard. I'm sure it works well for in-app actions, but if a user visits your website and interacts with you and you aren't using the Freshsales forms on your website, it can be hard to identify users and track website visits and actions etc.
  • Learning curve– seems to be aimed at users with a bit more technical know-how; so might work well for SaaS sales teams or sales engineers, but not so much for users in other industries. Our non-technical staff have found it to be confusing.
  • Mobile Application– works very well as a contact directory, retrieving a quick overview of interactions, and now you can place voice notes that sync with the web app; these features aren't necessarily critical to our field salespeople. A user will still need to 'come back to the office' to retrieve missed voicemails, update deals notes, as well as place calls from their VoIP number. Freshsales will forward calls to a mobile, but won't allow the sales staff to place calls from their mobile device using their VoIP numbers (or receive calls from these lines).
Anonymous | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Freshsales

Freshsales 8.2
Based on 1 answer
I'm only trained in one portion of it, and I find that easy enough to maneuver. It's not an everyday must use product for me, so the fact that I can come back after days off and still find my way very easily speaks to the UI of the product
Anonymous | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Freshsales

Price, special offersSupport in our local place via partnersSimplicity of useFlexible API and already done integrations with G Suite and Office 365Between the users, they have chosen Freshsales as more easy to use.
Renan Otero | 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

Freshsales

  • It is too soon to make a determination on ROI, but I do think it will help me be more efficient.
  • The reporting functions help me stay on track of sales opportunities.
  • The task reminders help me accelerate how quickly deals come together.
Dan Styklunas | 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

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.

Freshsales

General

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

Freshsales Editions & Modules

Edition
SPROUT$01
BLOSSOM$121
GARDEN$251
ESTATE$491
Forest$791
  1. /user/month
Additional Pricing Details
21-day FREE trial. No credit card required. Free to get started, affordable as you grow

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Freshsales
8.3

Usability

Deltek WorkBook
Freshsales
8.2

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