Deltek WorkBook vs. Gold-Vision

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Gold-Vision
Score 10.0 out of 10
N/A
Gold-Vision CRM is a customer relationship management (CRM) solution built as an integration for Microsoft Outlook.N/A
Pricing
Deltek WorkBookGold-Vision
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Deltek WorkBookGold-Vision
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup Fee$19 per monthNo setup fee
Additional DetailsBASIC 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
Deltek WorkBookGold-Vision
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
Gold-Vision
-
Ratings
Task Management4.03 Ratings00 Ratings
Resource Management6.03 Ratings00 Ratings
Gantt Charts4.03 Ratings00 Ratings
Scheduling2.03 Ratings00 Ratings
Workflow Automation2.03 Ratings00 Ratings
Team Collaboration7.03 Ratings00 Ratings
Support for Agile Methodology3.02 Ratings00 Ratings
Support for Waterfall Methodology3.02 Ratings00 Ratings
Document Management2.03 Ratings00 Ratings
Email integration3.03 Ratings00 Ratings
Mobile Access5.03 Ratings00 Ratings
Timesheet Tracking10.03 Ratings00 Ratings
Change request and Case Management4.02 Ratings00 Ratings
Budget and Expense Management10.02 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
3 Ratings
20% above category average
Gold-Vision
-
Ratings
Quotes/estimates10.03 Ratings00 Ratings
Invoicing8.03 Ratings00 Ratings
Project & financial reporting8.03 Ratings00 Ratings
Integration with accounting software10.03 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
Gold-Vision
10.0
1 Ratings
26% above category average
Customer data management / contact management00 Ratings10.01 Ratings
Workflow management00 Ratings10.01 Ratings
Opportunity management00 Ratings10.01 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings10.01 Ratings
Contract management00 Ratings10.01 Ratings
Quote & order management00 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
Gold-Vision
10.0
1 Ratings
28% above category average
Email marketing00 Ratings10.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek WorkBook
-
Ratings
Gold-Vision
9.5
1 Ratings
22% above category average
Billing and invoicing management00 Ratings10.01 Ratings
Reporting00 Ratings9.01 Ratings
Customization
Comparison of Customization features of Product A and Product B
Deltek WorkBook
-
Ratings
Gold-Vision
9.5
1 Ratings
23% above category average
Custom fields00 Ratings10.01 Ratings
Custom objects00 Ratings9.01 Ratings
Security
Comparison of Security features of Product A and Product B
Deltek WorkBook
-
Ratings
Gold-Vision
10.0
1 Ratings
18% above category average
Role-based user permissions00 Ratings10.01 Ratings
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Deltek WorkBookGold-Vision
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Creatio
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All AlternativesView all alternativesView all alternatives
User Ratings
Deltek WorkBookGold-Vision
Likelihood to Recommend
8.0
(3 ratings)
10.0
(1 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Deltek WorkBookGold-Vision
Likelihood to Recommend
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.
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Gold-Vision
It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
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Pros
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
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Gold-Vision
  • Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
  • It is quick to deploy and most of our customers start using the solutions in less than a week.
  • Very intuitive which makes training our customer easy and causes few support calls.
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Cons
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.
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Gold-Vision
  • In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
  • Nothing else to complain about, maybe it can be made cheaper?
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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Gold-Vision
No answers on this topic
Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Gold-Vision
No answers on this topic
Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
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Gold-Vision
Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
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Return on Investment
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.
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Gold-Vision
  • It really filled a gap in the market where small business could not afford expensive CRM solutions.
  • As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.
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ScreenShots

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.