Deltek WorkBook vs. Keap

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek WorkBook
Score 8.3 out of 10
N/A
Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A
Keap
Score 8.1 out of 10
N/A
Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.
$199
per month
Pricing
Deltek WorkBookKeap
Editions & Modules
No answers on this topic
Pro
$199.00
per month
Max
$289.00
per month
Max Classic
Contact Us
per year
Offerings
Pricing Offerings
Deltek WorkBookKeap
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup Fee$19 per monthOptional
Additional DetailsBASIC 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.All plans with 1 user and 500 contacts. The price is $30.00 for each additional user.
More Pricing Information
Features
Deltek WorkBookKeap
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
Keap
-
Ratings
Task Management4.03 Ratings00 Ratings
Resource Management6.03 Ratings00 Ratings
Gantt Charts4.03 Ratings00 Ratings
Scheduling2.03 Ratings00 Ratings
Workflow Automation2.03 Ratings00 Ratings
Team Collaboration7.03 Ratings00 Ratings
Support for Agile Methodology3.02 Ratings00 Ratings
Support for Waterfall Methodology3.02 Ratings00 Ratings
Document Management2.03 Ratings00 Ratings
Email integration3.03 Ratings00 Ratings
Mobile Access5.03 Ratings00 Ratings
Timesheet Tracking10.03 Ratings00 Ratings
Change request and Case Management4.02 Ratings00 Ratings
Budget and Expense Management10.02 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
3 Ratings
19% above category average
Keap
-
Ratings
Quotes/estimates10.03 Ratings00 Ratings
Invoicing8.03 Ratings00 Ratings
Project & financial reporting8.03 Ratings00 Ratings
Integration with accounting software10.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek WorkBook
-
Ratings
Keap
7.6
29 Ratings
42% above category average
Task management00 Ratings8.420 Ratings
Billing and invoicing management00 Ratings7.616 Ratings
Reporting00 Ratings6.827 Ratings
Automated CRM activity logging00 Ratings6.41 Ratings
Sales pipeline management00 Ratings9.11 Ratings
Email & Online Marketing
Comparison of Email & Online Marketing features of Product A and Product B
Deltek WorkBook
-
Ratings
Keap
7.1
150 Ratings
17% above category average
WYSIWYG email editor00 Ratings8.750 Ratings
Dynamic content00 Ratings8.547 Ratings
Landing pages00 Ratings6.6134 Ratings
A/B testing00 Ratings6.310 Ratings
Mobile optimization00 Ratings7.1124 Ratings
Email deliverability reporting00 Ratings7.5149 Ratings
List management00 Ratings8.3147 Ratings
Triggered drip sequences00 Ratings9.049 Ratings
Lead Management
Comparison of Lead Management features of Product A and Product B
Deltek WorkBook
-
Ratings
Keap
8.0
151 Ratings
8% above category average
Lead nurturing automation00 Ratings8.3146 Ratings
Lead scoring and grading00 Ratings7.0128 Ratings
Data quality management00 Ratings7.1129 Ratings
Automated sales alerts and tasks00 Ratings8.5138 Ratings
Automated follow-ups00 Ratings9.11 Ratings
Campaign Management
Comparison of Campaign Management features of Product A and Product B
Deltek WorkBook
-
Ratings
Keap
7.7
89 Ratings
20% above category average
Calendaring00 Ratings8.488 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Deltek WorkBook
-
Ratings
Keap
6.7
148 Ratings
3% below category average
Dashboards00 Ratings7.155 Ratings
Standard reports00 Ratings6.3144 Ratings
Custom reports00 Ratings6.6136 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Deltek WorkBook
-
Ratings
Keap
6.1
142 Ratings
7% below category average
API00 Ratings6.7126 Ratings
Role-based workflow & approvals00 Ratings7.3108 Ratings
Customizability00 Ratings7.0138 Ratings
Third-party software integrations00 Ratings7.31 Ratings
Mobile app for sales & marketing automation00 Ratings5.51 Ratings
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Deltek WorkBookKeap
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User Ratings
Deltek WorkBookKeap
Likelihood to Recommend
8.0
(3 ratings)
8.3
(209 ratings)
Likelihood to Renew
-
(0 ratings)
8.9
(40 ratings)
Usability
9.0
(1 ratings)
5.2
(25 ratings)
Availability
-
(0 ratings)
9.1
(6 ratings)
Performance
-
(0 ratings)
9.1
(6 ratings)
Support Rating
9.0
(1 ratings)
9.0
(26 ratings)
In-Person Training
-
(0 ratings)
9.1
(6 ratings)
Online Training
-
(0 ratings)
8.6
(7 ratings)
Implementation Rating
-
(0 ratings)
8.0
(8 ratings)
Configurability
-
(0 ratings)
2.0
(1 ratings)
Ease of integration
-
(0 ratings)
1.0
(1 ratings)
Product Scalability
-
(0 ratings)
9.1
(3 ratings)
Vendor post-sale
-
(0 ratings)
6.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
1.0
(1 ratings)
User Testimonials
Deltek WorkBookKeap
Likelihood to Recommend
Deltek, Inc.
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.
Read full review
Keap
Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.
Read full review
Pros
Deltek, Inc.
  • 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
Read full review
Keap
  • Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
  • Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
  • Updates: Keap is constantly providing more and better solutions!
Read full review
Cons
Deltek, Inc.
  • 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.
Read full review
Keap
  • More articles and videos on how to use the various functions of Keap
  • Having representatives designated to certain regions or companies for a point of contact when help is needed
  • More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions
Read full review
Likelihood to Renew
Deltek, Inc.
No answers on this topic
Keap
We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
Read full review
Keap
You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.
Read full review
Reliability and Availability
Deltek, Inc.
No answers on this topic
Keap
There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.
Read full review
Performance
Deltek, Inc.
No answers on this topic
Keap
OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
Read full review
Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
Read full review
Keap
Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.
Read full review
In-Person Training
Deltek, Inc.
No answers on this topic
Keap
I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.
Read full review
Online Training
Deltek, Inc.
No answers on this topic
Keap
The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.
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Implementation Rating
Deltek, Inc.
No answers on this topic
Keap
Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
Keap
Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.
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Scalability
Deltek, Inc.
No answers on this topic
Keap
You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.
Read full review
Return on Investment
Deltek, Inc.
  • 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.
Read full review
Keap
  • Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
  • We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
  • List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.
Read full review
ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.

Keap Screenshots

Screenshot of a Keap invoiceScreenshot of Screenshot of the entire sales pipeline displayed in one view.