What users are saying about
2 Ratings
4 Ratings
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Score 7.1 out of 100
2 Ratings
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Score 9.6 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

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Lasso CRM
9.2
Customer data management / contact management
Deltek WorkBook
Lasso CRM
8.7
Workflow management
Deltek WorkBook
Lasso CRM
7.5
Opportunity management
Deltek WorkBook
Lasso CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Lasso CRM
10.0
Interaction tracking
Deltek WorkBook
Lasso CRM
10.0

Customer Service & Support

Deltek WorkBook
Lasso CRM
5.0
Help desk management
Deltek WorkBook
Lasso CRM
5.0

Marketing Automation

Deltek WorkBook
Lasso CRM
9.6
Lead management
Deltek WorkBook
Lasso CRM
10.0
Email marketing
Deltek WorkBook
Lasso CRM
9.3

CRM Project Management

Deltek WorkBook
Lasso CRM
8.7
Task management
Deltek WorkBook
Lasso CRM
8.7
Reporting
Deltek WorkBook
Lasso CRM
8.7

CRM Reporting & Analytics

Deltek WorkBook
Lasso CRM
7.0
Pipeline visualization
Deltek WorkBook
Lasso CRM
8.0
Customizable reports
Deltek WorkBook
Lasso CRM
6.1

Customization

Deltek WorkBook
Lasso CRM
5.0
Custom fields
Deltek WorkBook
Lasso CRM
5.0
Custom objects
Deltek WorkBook
Lasso CRM
5.0

Security

Deltek WorkBook
Lasso CRM
8.4
Single sign-on capability
Deltek WorkBook
Lasso CRM
8.0
Role-based user permissions
Deltek WorkBook
Lasso CRM
8.7

Integrations with 3rd-party Software

Deltek WorkBook
Lasso CRM
8.0
Marketing automation
Deltek WorkBook
Lasso CRM
8.0

Platform

Deltek WorkBook
Lasso CRM
5.0
Mobile access
Deltek WorkBook
Lasso CRM
5.0

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

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
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

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Lasso 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

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
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

Lasso CRM

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Lasso CRM
9.6

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