What users are saying about
3 Ratings
4 Ratings
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Score 7.1 out of 100
3 Ratings
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Score 9.2 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

HoneyBook

Because HoneyBook is so easy to use and set up, I would definitely recommend HoneyBook to a new small business owner who is looking to collect general client information and manage clients. I would not recommend HoneyBook to a larger company or really anyone that as a standard books more than 1 event on a day (the system sees that as a conflict and sends error messages). Anyone that wants to really make use of data should not use HoneyBook as that's not what this system is designed for.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
HoneyBook
9.3
Customer data management / contact management
Deltek WorkBook
HoneyBook
8.0
Workflow management
Deltek WorkBook
HoneyBook
8.0
Opportunity management
Deltek WorkBook
HoneyBook
9.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
HoneyBook
10.0
Contract management
Deltek WorkBook
HoneyBook
10.0
Quote & order management
Deltek WorkBook
HoneyBook
10.0
Interaction tracking
Deltek WorkBook
HoneyBook
10.0

Customer Service & Support

Deltek WorkBook
HoneyBook
9.8
Case management
Deltek WorkBook
HoneyBook
9.5
Help desk management
Deltek WorkBook
HoneyBook
10.0

Marketing Automation

Deltek WorkBook
HoneyBook
10.0
Lead management
Deltek WorkBook
HoneyBook
10.0

CRM Project Management

Deltek WorkBook
HoneyBook
9.0
Task management
Deltek WorkBook
HoneyBook
10.0
Billing and invoicing management
Deltek WorkBook
HoneyBook
9.0
Reporting
Deltek WorkBook
HoneyBook
8.0

CRM Reporting & Analytics

Deltek WorkBook
HoneyBook
6.0
Customizable reports
Deltek WorkBook
HoneyBook
6.0

Customization

Deltek WorkBook
HoneyBook
9.5
Custom fields
Deltek WorkBook
HoneyBook
9.5
Custom objects
Deltek WorkBook
HoneyBook
9.5

Security

Deltek WorkBook
HoneyBook
9.5
Single sign-on capability
Deltek WorkBook
HoneyBook
10.0
Role-based user permissions
Deltek WorkBook
HoneyBook
9.0

Platform

Deltek WorkBook
HoneyBook
7.5
Mobile access
Deltek WorkBook
HoneyBook
7.5

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

HoneyBook

  • Task reminders for leads and clients.
  • Automated emails based on workflow assignments.
Kristin Cole | 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

HoneyBook

  • The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
  • HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

HoneyBook

We researched many other CRM programs before choosing HoneyBook (including Dubsado, DJ Event Planner, Zoho, Salesforce, and Intellivent). HoneyBook had the best offerings for the best price and has been a successful solution to our needs. The task management, pipeline, and task management for clients are unmatched and very easy to use. We were able to customize all of our emails, brochures, and contracts to match our brand and provide a streamlined experience for our clients. HoneyBook has also been excellent at continually improving the platform and having new releases on a consistent basis. Even if the software doesn't have all the things I need (we have worked through some kinks along the way due to our company size), they are constantly growing and improving. I have also received excellent customer service from everyone at HoneyBook even though I have been demanding at times. These are the reasons I have stayed with HoneyBook even though there are a couple of improvements to the system (related to team functionality and reporting) that we are waiting for. I would recommend this software to anyone in my industry!
Kristin Cole | 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

HoneyBook

  • HoneyBook was very cost effective which was great for ROI!
  • HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
  • HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.
Anonymous | 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.

HoneyBook

General

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

HoneyBook Editions & Modules

Edition
HoneyBook Yearly$4001
HoneyBook Monthly$402
  1. Year
  2. Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
HoneyBook
9.0

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