What users are saying about
219 Ratings
4 Ratings
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Score 7.1 out of 100
219 Ratings
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Score 7.6 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

Keap

Keap is well suited for any size company and can suit a wide variety of purposes, from basic customer management to email campaigns, to landing pages, to a variety of integrations to address even the most creative of scenarios. I can't think of any scenario that Keap is not well suited to address.
Brian Del Terzo Credilife® | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Keap
7.7
Customer data management / contact management
Deltek WorkBook
Keap
8.4
Workflow management
Deltek WorkBook
Keap
7.7
Opportunity management
Deltek WorkBook
Keap
8.1
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Keap
7.5
Quote & order management
Deltek WorkBook
Keap
6.9
Interaction tracking
Deltek WorkBook
Keap
7.9

Marketing Automation

Deltek WorkBook
Keap
8.3
Lead management
Deltek WorkBook
Keap
8.1
Email marketing
Deltek WorkBook
Keap
8.5

CRM Project Management

Deltek WorkBook
Keap
7.7
Task management
Deltek WorkBook
Keap
8.0
Billing and invoicing management
Deltek WorkBook
Keap
8.5
Reporting
Deltek WorkBook
Keap
6.6

CRM Reporting & Analytics

Deltek WorkBook
Keap
7.2
Pipeline visualization
Deltek WorkBook
Keap
7.2

Customization

Deltek WorkBook
Keap
8.3
Custom fields
Deltek WorkBook
Keap
8.7
Custom objects
Deltek WorkBook
Keap
8.6
API for custom integration
Deltek WorkBook
Keap
7.5

Platform

Deltek WorkBook
Keap
7.0
Mobile access
Deltek WorkBook
Keap
7.0

Security

Deltek WorkBook
Keap
8.5
Role-based user permissions
Deltek WorkBook
Keap
8.5

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

Keap

  • The strongest part of Keap/Infusionsoft is the CRM side for contacts and companies. The contact view is very robust, with everything from basic data points to form submissions, campaigns past and present, purchases, tags, web site profile, opportunities, and tons of customization is available with custom fields. Every business needs custom fields for segmentation, lead management, and reporting. It is very robust here.
  • The email builder is very simple and quick to use. The drag and drop functionality with built-in templates makes it a breeze to set up any kind of email from a beautiful marketing blast to a simple automated sales follow-up. Tagging from email clicks is also great for triggering other actions or notifications to reps for follow up. Emails are mobile responsive, too, without any extra coding or fiddling.
  • This has my favorite campaign builder. Simply pick a goal that triggers actions and then build our sequences with very robust if/then conditional logic. You can build campaigns as simple as an opt-in form with notification or follow-up or a 30-touch account-based marketing campaign all on the same canvas which is so swift and easy to edit.
Bailey Witt, MBA | 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

Keap

  • I would like to see Infusionsoft's functions being sold a la carte; my business utilizes the marketing and CRM features exhaustively but does not touch the sales and transaction processing features. It would be nice to pay for only what we use.
  • There is a mobile Infusionsoft application available on phones, but building marketing campaigns is not an option here. It would be nice to be able to build campaigns, even rudimentary, from a cell device.
  • I adore Infusionsoft but would love for it to be made more affordable.
Maddy Braswell | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 1.2
Based on 34 answers
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.
Tyler Guthrie | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 5.3
Based on 11 answers
Buyer beware. Be prepared to invest many hours if you plan to manage this application yourself. This is true of any automation solution. Can you take classes and go to University again and become a great marketing automation expert yourself? Yes, probably. But should you be investing your highest and most productive use of time building out Infusionsoft. Not likely.Which means you need to plan on finding someone you can trust and that is the plain truth. There are many qualified consultants who have sufficient sales, marketing, business, content, life and Infusionsoft experience to help you get results. But far too many people decry this as an all in one solution that is easy to use. This will never be the case even though the product development team is constantly working to make it a better product and easier to use.We don't make our own paper clips for a reason. We outsource all the time. We have to make really informed decisions on the solutions we use and then commit to learning best practices for marketing regardless of the platform.Do not expect to pay someone less than $150-$250 per hour to really make this application sing. Or pay them for training or internal services and then kick yourself.
Clifford Jones | TrustRadius Reviewer

Reliability and Availability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 8.8
Based on 5 answers
Craig Jacobson | TrustRadius Reviewer

Performance

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 7.7
Based on 5 answers
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.
Clifford Jones | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 2.0
Based on 8 answers
Again there is so much online support that users can find on Infusionsoft. From the corporate website and call center, to users groups located around the country, and ICCs who provide online resources, coaching and more, finding support for Infusionsoft is an easy task!
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

In-Person Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 8.6
Based on 5 answers
This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.
Clifford Jones | TrustRadius Reviewer

Online Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 8.0
Based on 8 answers
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.
Chris LeBrun, MBA, CFRE | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Keap

I have compared Blue Orchid Marketing, which we left because it was not as robust. I also compared other products that were as robust but cost a LOT more than Infusionsoft! I also spoke with people using different products and this is bar far the simplest to use and to make life work faster and better with automation
Rachel Campbell | TrustRadius Reviewer

Scalability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Keap

Keap 2.0
Based on 1 answer
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones | 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

Keap

  • We have many automated marketing funnels built in Infusionsoft for various campaigns and tasks. One campaign we've built, though, is solely responsible for just under $2 million in revenue in 2017. The campaign is completely automated. There is no input required from the marketing department. E-mails are sent automatically, fulfillment lists for products and direct mail marketing pieces are sent to fulfillment houses automatically, our telemarking dialer system is loaded automatically, text messages are sent automatically, and customer are automatically removed from sequences and put into other sequences based on their actions, such as purchasing a product or requesting to be removed from the marketing list.
Nicholas Kouvatsos | 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

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.

Keap

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$499*

* prerequisite for all new customers

Keap Editions & Modules

Edition
Infusionsoft by Keap$1991
  1. per month
Additional Pricing Details
Pricing starts at $199 and includes CRM, marketing automation, sales automation and ecommerce. Visit our website to start a demo and learn more about our pricing and promotions at https://keap.com/pricing.

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Keap
7.7

Likelihood to Renew

Deltek WorkBook
Keap
1.2

Usability

Deltek WorkBook
Keap
5.3

Reliability and Availability

Deltek WorkBook
Keap
8.8

Performance

Deltek WorkBook
Keap
7.7

Support Rating

Deltek WorkBook
Keap
2.0

In-Person Training

Deltek WorkBook
Keap
8.6

Online Training

Deltek WorkBook
Keap
9.5

Implementation Rating

Deltek WorkBook
Keap
8.0

Scalability

Deltek WorkBook
Keap
2.0

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