Deltek WorkBook vs. Less Annoying CRM

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

This is the perfect solution for companies looking for a simple and easy-to-use CRM that also has valuable features and functionalities that their business needs. The price is fantastic and the customer service is responsive, friendly and caring. The ability to sync Less Annoying CRM with other programs is a plus. I love that they continue to introduce new features that are helpful.

• 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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Simple, intuitive usage
• Daily agenda emails
• Ease of moving calendar / action items around, closing out
• Customer service is extremely responsive, they don't hide behind a "contact us" form on their website as so many companies seem to do. You can readily reach them by phone!

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The one thing I was looking for is a place to manage multiple businesses with one project. Like if I am selling a "summer camp guide," I would like to have info for sales in one place with multiple contacts and businesses. LACRM customer service provided a workaround for me by suggesting I set up a specific pipeline for each project and them put each business in there. It is working great and, actually, a much better way to manage the project than I have originally intended.
• I really don't have anything else to add. LACRM is perfect for us.

Excellent product which meets my needs of a complex industry

Gets the job done, just not the sexiest.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The biggest reason I came to Less Annoying CRM was how simple it was to use and how powerful it is. The learning curve is very small, and I was able to start using it in a productive way right from the beginning. When I had questions or asked for suggestions the CRM Coaches at the company responded immediately and made sure my questions were answered.

Great implementation support, but haven't had many questions since.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I can't stress enough, how Less Annoying CRM's Customer Service is the absolute best thing. You're never going to be waiting weeks for a response. You're always going to know someone will call you back. They don't forget you or lose your ticket. And If you don't THINK something can be done with Less Annoying CRM, write or call Customer Service, and they are sure to have a wealth of information and ideas to offer you. They really are about helping you find simple solutions that work! They are SMART about workflows and productivity!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

After explaining that I was moving from Salesforce and the problems I was encountering, they took over and implemented the data in such a quick and efficient way, I was looking for the other shoe to drop but they did an amazing job so very impressed

Timelog, e-conomic project module and podio

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

No CRM comes ready to run out of the box. But Less Annoying CRM is close to it. It all comes down to your needs . To get started Less Annoying CRM is by far the fastest and easiest route. Less Annoying CRM doesn't have all the bells and jingles rather more or less what you need. With all other CRM's I've used and evaluated you need to go through "a setup" which either cost you money and/or your time. I figure if it takes a setup involving people (consultants) before getting started it says a lot about the flexibility in terms of what your can do later on.

• 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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Not just storage of information, but utilizing that information to build stronger relationships with clients
• Because it's web-based, we can be at our desk or on the road and still have the full functionality of the CRM at our fingertips, which helps us keep focusing on sales!