What users are saying about
1 Ratings
4 Ratings
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Score 7.1 out of 100
1 Ratings
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Score 9 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

IRIS CRM

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
IRIS CRM
9.1
Customer data management / contact management
Deltek WorkBook
IRIS CRM
10.0
Workflow management
Deltek WorkBook
IRIS CRM
10.0
Territory management
Deltek WorkBook
IRIS CRM
9.0
Opportunity management
Deltek WorkBook
IRIS CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
IRIS CRM
8.0
Contract management
Deltek WorkBook
IRIS CRM
9.0
Quote & order management
Deltek WorkBook
IRIS CRM
9.0
Interaction tracking
Deltek WorkBook
IRIS CRM
8.0
Channel / partner relationship management
Deltek WorkBook
IRIS CRM
9.0

Customer Service & Support

Deltek WorkBook
IRIS CRM
9.0
Case management
Deltek WorkBook
IRIS CRM
9.0
Help desk management
Deltek WorkBook
IRIS CRM
9.0

Marketing Automation

Deltek WorkBook
IRIS CRM
8.0
Lead management
Deltek WorkBook
IRIS CRM
8.0

CRM Project Management

Deltek WorkBook
IRIS CRM
9.7
Task management
Deltek WorkBook
IRIS CRM
9.0
Billing and invoicing management
Deltek WorkBook
IRIS CRM
10.0
Reporting
Deltek WorkBook
IRIS CRM
10.0

CRM Reporting & Analytics

Deltek WorkBook
IRIS CRM
9.3
Forecasting
Deltek WorkBook
IRIS CRM
10.0
Pipeline visualization
Deltek WorkBook
IRIS CRM
10.0
Customizable reports
Deltek WorkBook
IRIS CRM
8.0

Customization

Deltek WorkBook
IRIS CRM
8.5
Custom fields
Deltek WorkBook
IRIS CRM
8.0
Custom objects
Deltek WorkBook
IRIS CRM
8.0
Scripting environment
Deltek WorkBook
IRIS CRM
9.0
API for custom integration
Deltek WorkBook
IRIS CRM
9.0

Security

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

Platform

Deltek WorkBook
IRIS CRM
9.0
Mobile access
Deltek WorkBook
IRIS CRM
9.0

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

IRIS CRM

  • 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.
Anonymous | 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

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

IRIS CRM

No answers on this topic

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

IRIS CRM

  • 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.
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

IRIS CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
IRIS CRM
9.0

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