Deltek WorkBook vs. IRIS CRM

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.

Incentivized

It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.

Incentivized

• 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

Incentivized

• Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
• Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
• Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.

Incentivized

• 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.

Incentivized

• It needs a solid visual invigorate to stay aware of the occasions.
• I have found it as a little pricey.
• The execution timetable took longer than we had arranged.
• The framework has a solid utility and usefulness, yet it looks somewhat dated.

Incentivized

Gets the job done, just not the sexiest.

Incentivized

It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.

Incentivized

Great implementation support, but haven't had many questions since.

Incentivized

It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.

Incentivized

Timelog, e-conomic project module and podio

Incentivized

By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.

Incentivized

• 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.

Incentivized

• The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
• The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
• Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.

Incentivized