What users are saying about
4 Ratings
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Score 7.1 out of 100
12 Ratings
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Score 8.1 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

Less Annoying CRM

My needs are to deal with a contact base of several hundred. These are everything from hot prospects, buying customers, lost causes, wishful thinking contacts, manufacturing sources of several different types, and candidates for my shop network. This CRM is well suited to organizing these into appropriate categories, permitting sorting by any number of factors, and keeping track of all contacts in addition to providing a very easy to use future contact scheduling system.I don't know how well it would fit a very complex organization, but that's not my requirement. I used Salesforce for some time, and got lost with all the various menus and features I did not need. Less Annoying CRM is exactly what I need and am very pleased with my decision to use it.
Charles Harte | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Less Annoying CRM
8.8
Customer data management / contact management
Deltek WorkBook
Less Annoying CRM
10.0
Workflow management
Deltek WorkBook
Less Annoying CRM
10.0
Territory management
Deltek WorkBook
Less Annoying CRM
8.7
Opportunity management
Deltek WorkBook
Less Annoying CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Less Annoying CRM
8.8
Contract management
Deltek WorkBook
Less Annoying CRM
7.4
Quote & order management
Deltek WorkBook
Less Annoying CRM
6.9
Interaction tracking
Deltek WorkBook
Less Annoying CRM
10.0
Channel / partner relationship management
Deltek WorkBook
Less Annoying CRM
7.7

Customer Service & Support

Deltek WorkBook
Less Annoying CRM
9.4
Case management
Deltek WorkBook
Less Annoying CRM
8.8
Help desk management
Deltek WorkBook
Less Annoying CRM
10.0

Marketing Automation

Deltek WorkBook
Less Annoying CRM
8.5
Lead management
Deltek WorkBook
Less Annoying CRM
8.9
Email marketing
Deltek WorkBook
Less Annoying CRM
8.1

CRM Project Management

Deltek WorkBook
Less Annoying CRM
8.3
Task management
Deltek WorkBook
Less Annoying CRM
8.8
Reporting
Deltek WorkBook
Less Annoying CRM
7.8

CRM Reporting & Analytics

Deltek WorkBook
Less Annoying CRM
7.5
Forecasting
Deltek WorkBook
Less Annoying CRM
7.4
Pipeline visualization
Deltek WorkBook
Less Annoying CRM
8.3
Customizable reports
Deltek WorkBook
Less Annoying CRM
6.8

Customization

Deltek WorkBook
Less Annoying CRM
9.1
Custom fields
Deltek WorkBook
Less Annoying CRM
10.0
Scripting environment
Deltek WorkBook
Less Annoying CRM
8.1
API for custom integration
Deltek WorkBook
Less Annoying CRM
9.1

Platform

Deltek WorkBook
Less Annoying CRM
8.5
Mobile access
Deltek WorkBook
Less Annoying CRM
8.5

Security

Deltek WorkBook
Less Annoying CRM
8.2
Role-based user permissions
Deltek WorkBook
Less Annoying CRM
8.2

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

Less Annoying CRM

  • The customization is the key that allows this CRM to help us be successful.
  • Organization is easy and it keeps us on task.
  • We don't miss a beat anymore! With daily reminders, it is easy to see what we must do each day.
  • With two of us working simultaneously on multiple projects, LACRM makes it so we can keep up with each other with constantly emailing back and forth.
Jenny Steadman | 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

Less Annoying CRM

  • I would love to see more options for integration. EmailMeForm is a big one I'd love to see.
  • Would love to be able to remove things like pipelines to fully customize things. Also, would love to see the ability to have a program within LACRM that works somewhat like Quickbooks where you can enter in payment information and it goes to a form/file to keep track of payments too.
Kira Solomon | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Less Annoying CRM

Less Annoying CRM 9.1
Based on 1 answer
Simply outstanding! I am a very experienced customer service professional and I have not seen a company with their act so together in a long time!
Ray Lévesque, MA | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Less Annoying CRM

There is simply no comparison. Quickbooks Lead Center is very limited in its ability to produce reports or even use a follow-up spreadsheet. In QuickBooks Lead Center your follow-up consists of a report that doesn't show any notes, must be clicked on one by one and when printed only prints the name of the lead (no notes, dates etc.) With Less Annoying CRM you can customize reports, print them easily and have useful information right at your finger tips. Absolutely the best decision we made to increase our ROI.
Paula Darnell | 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

Less Annoying CRM

  • It is very affordable, we hardly notice this invoice each month, but it has helped us grow our business year after year by keeping track of all of our clients and prospect info, we never miss a follow up anymore.
Matt McCray | 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.

Less Annoying CRM

General

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

Less Annoying CRM Editions & Modules

Edition
Always$101
  1. per user, per month
Additional Pricing Details
The system is $10 per user per month. No hidden costs or fees, or paying unused functionality. No long-term contracts. The first 30 days with the product are free, and the vendor won’t ask for payment information until that trial period ends.

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Less Annoying CRM
10.0

Support Rating

Deltek WorkBook
Less Annoying CRM
9.1

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