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

Insightly

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Top Rated
616 Ratings
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Score 8 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

Insightly

Insightly is perfect for small business owners who are not that tech savvy. It is also well known for its ease-of-use so if you aren't sure how to use a full-blown CRM this is a great place to be. Overall my business partner doesn't want to go back to a complicated system like Zoho CRM that was difficult to understand.
Denny Basham, MBA, Denver Reputation Marketing Expert. | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Insightly
7.9
Customer data management / contact management
Deltek WorkBook
Insightly
8.7
Workflow management
Deltek WorkBook
Insightly
7.9
Territory management
Deltek WorkBook
Insightly
7.5
Opportunity management
Deltek WorkBook
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Insightly
8.3
Contract management
Deltek WorkBook
Insightly
6.5
Quote & order management
Deltek WorkBook
Insightly
8.0
Interaction tracking
Deltek WorkBook
Insightly
8.1
Channel / partner relationship management
Deltek WorkBook
Insightly
7.7

Customer Service & Support

Deltek WorkBook
Insightly
7.1
Case management
Deltek WorkBook
Insightly
7.0
Call center management
Deltek WorkBook
Insightly
7.2
Help desk management
Deltek WorkBook
Insightly
7.1

Marketing Automation

Deltek WorkBook
Insightly
7.8
Lead management
Deltek WorkBook
Insightly
8.0
Email marketing
Deltek WorkBook
Insightly
7.7

CRM Project Management

Deltek WorkBook
Insightly
7.2
Task management
Deltek WorkBook
Insightly
7.6
Billing and invoicing management
Deltek WorkBook
Insightly
5.9
Reporting
Deltek WorkBook
Insightly
7.9

CRM Reporting & Analytics

Deltek WorkBook
Insightly
7.4
Forecasting
Deltek WorkBook
Insightly
7.0
Pipeline visualization
Deltek WorkBook
Insightly
7.7
Customizable reports
Deltek WorkBook
Insightly
7.5

Customization

Deltek WorkBook
Insightly
7.3
Custom fields
Deltek WorkBook
Insightly
7.7
Custom objects
Deltek WorkBook
Insightly
7.2
Scripting environment
Deltek WorkBook
Insightly
6.8
API for custom integration
Deltek WorkBook
Insightly
7.5

Security

Deltek WorkBook
Insightly
8.4
Single sign-on capability
Deltek WorkBook
Insightly
8.7
Role-based user permissions
Deltek WorkBook
Insightly
8.1

Social CRM

Deltek WorkBook
Insightly
7.4
Social data
Deltek WorkBook
Insightly
6.8
Social engagement
Deltek WorkBook
Insightly
7.9

Integrations with 3rd-party Software

Deltek WorkBook
Insightly
6.2
Marketing automation
Deltek WorkBook
Insightly
7.3
Compensation management
Deltek WorkBook
Insightly
5.1

Platform

Deltek WorkBook
Insightly
7.8
Mobile access
Deltek WorkBook
Insightly
7.8

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

Insightly

  • Within GMAIL - the sidebar is an amazing tool and has so much potential!
  • Within GMAIL - so save into Insightly and link is very very helpful
  • Insightly's search is very good
  • Being able to tag the contact is helpful
  • The corroboration with Mailchimp is awesome
Joanne Grams | 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

Insightly

  • Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
  • I am a Microsoft product user and would like better integration with those products.
  • Would be nice to have templates for different business types.
Tommy L. Chambers | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 18 answers
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Vanessa Johnson | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 47 answers
Very easy to use once you understand the functions. I am sure there are still features I am not using correctly or to their intended potential. But with trial and error we have learned to use the site and it works very well for us on a day to day basis.
Julie Webster | TrustRadius Reviewer

Reliability and Availability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 10.0
Based on 6 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA | TrustRadius Reviewer

Performance

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.3
Based on 44 answers
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Douglas Psulkowski, P.E. | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 1.3
Based on 28 answers
I have never given any other software support a 10, but Insightly has really done a great job over the 3 years we have been using it. They are quick to respond, don't ask stupid questions, don't bump you to others, and every issue has been resolved in very short order.
Randie Frederick | TrustRadius Reviewer

Online Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 8.6
Based on 57 answers
The only missing thing at this time that would make our implementation complete would be a tighter integration with Xero allowing us to send quotes and report on quotes from Insightly!Xero has, excuse the pun, ZERO reporting on quotes sent!!!They are both very good products, however it's the little things that make good GREAT!
Jeremy Grant | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Insightly

We did a one year of evaluation of 17Hats and while there were things that we liked - like the integration with DocuSign, they were just not worth trying to make the switch. Overall, the company seemed to do a good job of growing with its clients, it just seemed a bit 'young'. They were adding stuff on request but we really needed a CRM that was already there and knew what we were going to need. Zoho seems amazing but so piecemeal that we would need to invest way too much to get all that we wanted. Really a bit overwhelming. Insightly meets our needs and continues to improve and has very responsive client support.
Ann Matuszak | TrustRadius Reviewer

Scalability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Insightly

Insightly 7.8
Based on 6 answers
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Phil Cashen | 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

Insightly

  • The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
  • Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.
Chris Stephens, CTS | 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

Insightly

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Insightly
8.2

Likelihood to Renew

Deltek WorkBook
Insightly
9.0

Usability

Deltek WorkBook
Insightly
8.6

Reliability and Availability

Deltek WorkBook
Insightly
10.0

Performance

Deltek WorkBook
Insightly
8.3

Support Rating

Deltek WorkBook
Insightly
1.3

Online Training

Deltek WorkBook
Insightly
9.0

Implementation Rating

Deltek WorkBook
Insightly
8.6

Scalability

Deltek WorkBook
Insightly
7.8

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