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

HubSpot CRM

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Top Rated
612 Ratings
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Score 8.4 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

HubSpot CRM

HubSpot CRM is perfect for sales/marketing teams that require a simple CRM tool with few advanced features. This is all included in affordable plans that range from free to $50 a month. The more advanced features that larger companies may need to use are not included in these plans. HubSpot provides awesome comprehensive features in some of their more expensive plans, which might be suitable for later-stage companies, not startups.
Fedor Paretsky | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
HubSpot CRM
8.2
Customer data management / contact management
Deltek WorkBook
HubSpot CRM
8.8
Workflow management
Deltek WorkBook
HubSpot CRM
8.5
Territory management
Deltek WorkBook
HubSpot CRM
7.1
Opportunity management
Deltek WorkBook
HubSpot CRM
8.3
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
HubSpot CRM
8.8
Contract management
Deltek WorkBook
HubSpot CRM
8.0
Quote & order management
Deltek WorkBook
HubSpot CRM
7.5
Interaction tracking
Deltek WorkBook
HubSpot CRM
8.5
Channel / partner relationship management
Deltek WorkBook
HubSpot CRM
7.9

Customer Service & Support

Deltek WorkBook
HubSpot CRM
8.1
Case management
Deltek WorkBook
HubSpot CRM
8.1
Call center management
Deltek WorkBook
HubSpot CRM
8.2
Help desk management
Deltek WorkBook
HubSpot CRM
7.9

Marketing Automation

Deltek WorkBook
HubSpot CRM
9.0
Lead management
Deltek WorkBook
HubSpot CRM
9.0
Email marketing
Deltek WorkBook
HubSpot CRM
9.1

CRM Project Management

Deltek WorkBook
HubSpot CRM
7.9
Task management
Deltek WorkBook
HubSpot CRM
8.5
Billing and invoicing management
Deltek WorkBook
HubSpot CRM
6.9
Reporting
Deltek WorkBook
HubSpot CRM
8.2

CRM Reporting & Analytics

Deltek WorkBook
HubSpot CRM
8.1
Forecasting
Deltek WorkBook
HubSpot CRM
8.1
Pipeline visualization
Deltek WorkBook
HubSpot CRM
8.4
Customizable reports
Deltek WorkBook
HubSpot CRM
7.7

Customization

Deltek WorkBook
HubSpot CRM
7.9
Custom fields
Deltek WorkBook
HubSpot CRM
8.4
Custom objects
Deltek WorkBook
HubSpot CRM
7.5
Scripting environment
Deltek WorkBook
HubSpot CRM
7.5
API for custom integration
Deltek WorkBook
HubSpot CRM
8.2

Security

Deltek WorkBook
HubSpot CRM
8.7
Single sign-on capability
Deltek WorkBook
HubSpot CRM
8.6
Role-based user permissions
Deltek WorkBook
HubSpot CRM
8.8

Social CRM

Deltek WorkBook
HubSpot CRM
8.4
Social data
Deltek WorkBook
HubSpot CRM
8.3
Social engagement
Deltek WorkBook
HubSpot CRM
8.4

Integrations with 3rd-party Software

Deltek WorkBook
HubSpot CRM
8.6
Marketing automation
Deltek WorkBook
HubSpot CRM
8.6
Compensation management
Deltek WorkBook
HubSpot CRM
8.6

Platform

Deltek WorkBook
HubSpot CRM
8.1
Mobile access
Deltek WorkBook
HubSpot CRM
8.1

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

HubSpot CRM

  • Hubspot CRM is fantastically easy to navigate and use. Having used three other big-name CRM systems, I would say Hubspot has been by far the easiest to set up and use on a regular basis. The list and contact profile views are beautifully designed and intuitive to manipulate as needed.
  • Hubspot CRM's Lists functionality is so convenient for segmenting your master contact list in all sorts of ways. I use it anytime I need to find out how many or who from our list fits a narrow set of criteria. Even in past jobs where we had other database tools that we could use, Hubspot was the fastest and easiest to get that information.
  • Hubspot makes it easy to import your contact lists from other tools and sources. The migration tool is intuitive and works reliably. I was able to onboard a list of about 500 contacts in less than 10 minutes, including the time it took to diagnose compatibility errors on the first import.
Josh Summerhays | 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

HubSpot CRM

  • The ON or OFF nature of tracking email means that you’re not only capturing conversations with prospects, but with anyone you interact with. This can add redundant or undesirable data to your CRM. It would be nice to be more selective with tracking, or have the ability to customize tracking specific types of interactions.
  • Setup and Implementation calls were not extensively planned or organized, meaning we spent much of our time with the specialist going over previously discussed user requirements and troubleshooting, rather than implementing our desired state.
  • Features and functionalities like data point anchoring for reporting (which were promised during the sales process), were either incomplete or did not function as expected. Once we entered a formal engagement, it was communicated to us that we could not build some of our desired reports as envisioned and that email tracking would only be possible by manually clicking a checkbox in all outgoing messages. This led to further troubleshooting and requirements gathering, taking away from our bank of allotted hours with our implementation specialist.
  • Our client success manager was very helpful and friendly, however, no clear communication channels were established outside the CSM. This meant that we couldn’t always be sure where to properly route requests for setup, feature clarification, etc., as some of those responsibilities were not the CSMs.
  • Once our requirements became more clear to the Services team, we were informed that we would need to invest in the more expensive version of Hubspot CRM for Premium features and customization, some of which would not be available until an upcoming release.
  • We ended up having to manage most of the data migration ourselves, relying on an intern and internal project management to manually de-duplicate contact and company details from Pipedrive.
  • Reporting and dashboard-building on outreach activities was cumbersome, and not intuitive, relying on an axis-system of data points that even our Implementation Specialist struggled with at times.
Ryan Roch, CSM | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 10.0
Based on 3 answers
Because it's integrated with HubSpot marketing platform, which is indispensable, and works simply and seamlessly with the marketing platform. The CRM is intuitive, never a time burden, and makes doing business development work a whole lot easier and enjoyable. I think at this point it's safe and fair to say we would be somewhat lost without the CRM.
Greg Linnemanstons | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 9.7
Based on 2 answers
Because it's so easy, and without anything but a "Welcome to HubSpot CRM video" . I think my 83 year old mother could figure it out.
Greg Linnemanstons | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 10.0
Based on 4 answers
They were quick to respond to questions we had regarding the Hubspot system and would log in to our account directly to see exactly what we were seeing to help resolve issues.

They'd explain the solution so we could learn how and why. If something we were trying to do wasn't possible, they also explained how and why.
Erin Harris | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 9.6
Based on 6 answers
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Greg Linnemanstons | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

HubSpot CRM

We had already started using HubSpot by the time I started here and it was a natural fit to use the HubSpot CRM alongside the marketing platform. It's been hugely successful for us, so I don't have any experience with another CRM here. At previous companies I've had experiences with software like Sedona Office, Shafer's, and SmartService (which tied into QuickBooks). HubSpot CRM has the best user interface of any CRM I've used, and been the easiest to work with. Sedona was probably the only other CRM that had comparable flexibility and could do some of the things we do in HubSpot, but the interface was much older and clunkier (it was also more industry specific). HubSpot CRM is the best CRM tool I've used over the last decade of experiences across a number of companies.
John McMahon | 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

HubSpot CRM

  • Increased prospecting power is a definite plus. The tools it puts in your reps hands will help them propspect more efficiently and powerfully, e.g. Sidekick and HubSpot company database.
  • Better deal tracking and reporting.
  • More effective followups using the rich background information available on the timeline.
  • Better communication internally to make our sales, marketing, and underwriting teams more effective and work better together.
Spencer Rule | 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.

HubSpot CRM

General

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

HubSpot CRM Editions & Modules

Edition
Free Forever$01
  1. Per Month [Unlimited Users]
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
HubSpot CRM
8.7

Likelihood to Renew

Deltek WorkBook
HubSpot CRM
10.0

Usability

Deltek WorkBook
HubSpot CRM
9.7

Support Rating

Deltek WorkBook
HubSpot CRM
10.0

Implementation Rating

Deltek WorkBook
HubSpot CRM
9.6

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