What users are saying about
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Top Rated
1396 Ratings
5 Ratings
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Score 8.3 out of 100

HubSpot CRM

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Top Rated
1396 Ratings
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Score 8.3 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

If you have a sales team, this is the CRM to use. I have used both Salesforce and Microsoft Dynamics in the past, and HubSpot CRM is essentially the Apple iPhone of CRMs. It is extremely user-friendly. We don't babysit our reps, so we give each the ability to make edits on their account records. If you have a CRM manager and you prefer your reps to not have access to the full suite of tools, then HubSpot CRM might not be the best fit for your team. If you hire great people and enable them to do their jobs, then there isn't a better tool out there.
Cody McLeod | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.7
HubSpot CRM
Task Management
Deltek WorkBook
8.0
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
6.0
HubSpot CRM
Team Collaboration
Deltek WorkBook
6.0
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
6.0
HubSpot CRM
Email integration
Deltek WorkBook
6.0
HubSpot CRM
Mobile Access
Deltek WorkBook
4.0
HubSpot CRM
Timesheet Tracking
Deltek WorkBook
7.0
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
6.0
HubSpot CRM
Quotes/estimates
Deltek WorkBook
5.0
HubSpot CRM
Invoicing
Deltek WorkBook
6.0
HubSpot CRM
Project & financial reporting
Deltek WorkBook
6.0
HubSpot CRM
Integration with accounting software
Deltek WorkBook
7.0
HubSpot CRM

Sales Force Automation

Deltek WorkBook
HubSpot CRM
8.0
Customer data management / contact management
Deltek WorkBook
HubSpot CRM
8.7
Workflow management
Deltek WorkBook
HubSpot CRM
7.9
Territory management
Deltek WorkBook
HubSpot CRM
7.2
Opportunity management
Deltek WorkBook
HubSpot CRM
8.1
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
HubSpot CRM
8.4
Contract management
Deltek WorkBook
HubSpot CRM
7.9
Quote & order management
Deltek WorkBook
HubSpot CRM
7.8
Interaction tracking
Deltek WorkBook
HubSpot CRM
8.3
Channel / partner relationship management
Deltek WorkBook
HubSpot CRM
7.4

Customer Service & Support

Deltek WorkBook
HubSpot CRM
7.2
Case management
Deltek WorkBook
HubSpot CRM
7.1
Call center management
Deltek WorkBook
HubSpot CRM
7.0
Help desk management
Deltek WorkBook
HubSpot CRM
7.6

Marketing Automation

Deltek WorkBook
HubSpot CRM
8.5
Lead management
Deltek WorkBook
HubSpot CRM
8.5
Email marketing
Deltek WorkBook
HubSpot CRM
8.6

CRM Project Management

Deltek WorkBook
HubSpot CRM
7.5
Task management
Deltek WorkBook
HubSpot CRM
8.2
Billing and invoicing management
Deltek WorkBook
HubSpot CRM
6.6
Reporting
Deltek WorkBook
HubSpot CRM
7.8

CRM Reporting & Analytics

Deltek WorkBook
HubSpot CRM
7.8
Forecasting
Deltek WorkBook
HubSpot CRM
7.8
Pipeline visualization
Deltek WorkBook
HubSpot CRM
8.0
Customizable reports
Deltek WorkBook
HubSpot CRM
7.4

Customization

Deltek WorkBook
HubSpot CRM
7.6
Custom fields
Deltek WorkBook
HubSpot CRM
8.2
Custom objects
Deltek WorkBook
HubSpot CRM
7.7
Scripting environment
Deltek WorkBook
HubSpot CRM
6.8
API for custom integration
Deltek WorkBook
HubSpot CRM
7.9

Security

Deltek WorkBook
HubSpot CRM
8.3
Single sign-on capability
Deltek WorkBook
HubSpot CRM
8.4
Role-based user permissions
Deltek WorkBook
HubSpot CRM
8.3

Social CRM

Deltek WorkBook
HubSpot CRM
7.7
Social data
Deltek WorkBook
HubSpot CRM
7.7
Social engagement
Deltek WorkBook
HubSpot CRM
7.6

Integrations with 3rd-party Software

Deltek WorkBook
HubSpot CRM
7.8
Marketing automation
Deltek WorkBook
HubSpot CRM
8.2
Compensation management
Deltek WorkBook
HubSpot CRM
7.4

Platform

Deltek WorkBook
HubSpot CRM
6.4
Mobile access
Deltek WorkBook
HubSpot CRM
6.4

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

HubSpot CRM

  • Generate initial customer conversations that can be seen across the entire organization.
  • Provides snippets, automations, and workflows to quickly address inquiries.
  • Tracks all email interactions with customers for easy access and review across entire organization.
  • Property customizations that enable us to track what services our customers utilize.
  • Filters enable us to quickly list specific customers that may need to be notified about a particular change or outage.
Rick Brohaugh | 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

  • Super Admins being able to create and edit user accounts.
  • Update file visualization - instead of list, create a Netflix-style visual library.
  • Link-hosting section - designated area to make important links visible and easily available for all users (links to customer portal, web-based presentations, videos, courses, etc.)
Laura Miller | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 9.1
Based on 4 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 8.5
Based on 248 answers
I've used both MS Dynamics and Salesforce.com, and I can say without hesitation that HubSpot CRM is more intuitive, easier, and provides better visualization. With no training, I was able to log in and learn how to automate emails, create contacts, companies, and deals. The task management features available are a huge win, providing easy reminders for follow-up on deals.
Anonymous | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 8.2
Based on 17 answers
HubSpot has a very good customer support, one can chat in real time by phone or text, or send an email. I have not had to use their support very much, but when I have they have been very professional and quick to respond to address my needs and concerns.
Anonymous | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

HubSpot CRM

HubSpot CRM 9.1
Based on 10 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

HubSpot CRM is more robust and is easier for us to maintain the data by having the marketing automation component separate to our core database, which is Dynamics CE. The ability to aggregate data, and ease of use was the biggest factor when deciding to go with HubSpot CRM. Also from a cost basis, we were able to reduce the amount of additional plug-ins and tools by centralizing with HubSpot CRM.
Anonymous | 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

  • We have seen much better communication within our sales team
  • Our deal tracking is much more organized which leads to easier follow-up
  • The automation tools have saved us countless hours of sending out basic sales prospecting emails. Our sales reps now are able to spend more time talking to customers and less time making cold calls.
Paige Nault | 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

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
Yes
Entry-level set up fee?
No

HubSpot CRM Editions & Modules

Edition
Free Forever$01
CRM Bundle$502
  1. Per Month [Unlimited Users]
  2. per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.0
HubSpot CRM
8.5

Likelihood to Renew

Deltek WorkBook
HubSpot CRM
9.1

Usability

Deltek WorkBook
HubSpot CRM
8.5

Support Rating

Deltek WorkBook
HubSpot CRM
8.2

Implementation Rating

Deltek WorkBook
HubSpot CRM
9.1

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