What users are saying about
1 Ratings
4 Ratings
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Score 7.1 out of 100
1 Ratings
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Score 10 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

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.
Adrian Takacs | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Gold-Vision
10.0
Customer data management / contact management
Deltek WorkBook
Gold-Vision
10.0
Workflow management
Deltek WorkBook
Gold-Vision
10.0
Opportunity management
Deltek WorkBook
Gold-Vision
10.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Gold-Vision
10.0
Contract management
Deltek WorkBook
Gold-Vision
10.0
Quote & order management
Deltek WorkBook
Gold-Vision
10.0

Marketing Automation

Deltek WorkBook
Gold-Vision
10.0
Email marketing
Deltek WorkBook
Gold-Vision
10.0

CRM Project Management

Deltek WorkBook
Gold-Vision
9.5
Billing and invoicing management
Deltek WorkBook
Gold-Vision
10.0
Reporting
Deltek WorkBook
Gold-Vision
9.0

Customization

Deltek WorkBook
Gold-Vision
9.5
Custom fields
Deltek WorkBook
Gold-Vision
10.0
Custom objects
Deltek WorkBook
Gold-Vision
9.0

Security

Deltek WorkBook
Gold-Vision
10.0
Role-based user permissions
Deltek WorkBook
Gold-Vision
10.0

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

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.
Adrian Takacs | 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

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?
Adrian Takacs | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

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.
Adrian Takacs | 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

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.
Adrian Takacs | 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

Gold-Vision

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Gold-Vision
10.0

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