What users are saying about
10 Ratings
4 Ratings
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Score 7.1 out of 100
10 Ratings
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Score 8 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

Maximizer CRM

Maximizer CRM is a great tool for customer relationship management. I would like to see more integration with other CRM programs to allow existing data to be easily imported. I would like to see an expanded calendar with better visibility to different users. For the price, it is a very powerful tool that we use daily.
Len Masek | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Maximizer CRM
7.7
Customer data management / contact management
Deltek WorkBook
Maximizer CRM
9.6
Workflow management
Deltek WorkBook
Maximizer CRM
5.0
Territory management
Deltek WorkBook
Maximizer CRM
6.6
Opportunity management
Deltek WorkBook
Maximizer CRM
9.2
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Maximizer CRM
6.2
Contract management
Deltek WorkBook
Maximizer CRM
9.2
Quote & order management
Deltek WorkBook
Maximizer CRM
7.0
Interaction tracking
Deltek WorkBook
Maximizer CRM
7.8
Channel / partner relationship management
Deltek WorkBook
Maximizer CRM
8.4

Customer Service & Support

Deltek WorkBook
Maximizer CRM
8.3
Case management
Deltek WorkBook
Maximizer CRM
8.0
Call center management
Deltek WorkBook
Maximizer CRM
8.0
Help desk management
Deltek WorkBook
Maximizer CRM
9.0

Marketing Automation

Deltek WorkBook
Maximizer CRM
7.3
Lead management
Deltek WorkBook
Maximizer CRM
8.8
Email marketing
Deltek WorkBook
Maximizer CRM
5.8

CRM Project Management

Deltek WorkBook
Maximizer CRM
7.8
Task management
Deltek WorkBook
Maximizer CRM
8.8
Billing and invoicing management
Deltek WorkBook
Maximizer CRM
6.0
Reporting
Deltek WorkBook
Maximizer CRM
8.4

CRM Reporting & Analytics

Deltek WorkBook
Maximizer CRM
8.4
Forecasting
Deltek WorkBook
Maximizer CRM
8.8
Pipeline visualization
Deltek WorkBook
Maximizer CRM
7.6
Customizable reports
Deltek WorkBook
Maximizer CRM
8.8

Customization

Deltek WorkBook
Maximizer CRM
5.2
Custom fields
Deltek WorkBook
Maximizer CRM
7.0
Custom objects
Deltek WorkBook
Maximizer CRM
2.0
Scripting environment
Deltek WorkBook
Maximizer CRM
5.0
API for custom integration
Deltek WorkBook
Maximizer CRM
6.8

Security

Deltek WorkBook
Maximizer CRM
10.0
Single sign-on capability
Deltek WorkBook
Maximizer CRM
10.0
Role-based user permissions
Deltek WorkBook
Maximizer CRM
10.0

Social CRM

Deltek WorkBook
Maximizer CRM
5.0
Social data
Deltek WorkBook
Maximizer CRM
5.0
Social engagement
Deltek WorkBook
Maximizer CRM
5.0

Integrations with 3rd-party Software

Deltek WorkBook
Maximizer CRM
5.2
Marketing automation
Deltek WorkBook
Maximizer CRM
5.2
Compensation management
Deltek WorkBook
Maximizer CRM
5.2

Platform

Deltek WorkBook
Maximizer CRM
9.2
Mobile access
Deltek WorkBook
Maximizer CRM
9.2

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

Maximizer CRM

  • User-friendly, straightforward menus, and not many hidden attributes that you need to dig deep into.
  • Simple, not at all complicated.
  • Ideal for small to medium size business.
AROOP VACHALI | 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

Maximizer CRM

  • It is difficult to look directly in the database for information. This is mainly do to the flexible/customizable nature of the program. Because of this, tables and columns in the database are very generic and low level information can be difficult to find.
  • The ability to remotely sync in with the server and update the data can be very slow, depending on the amount of new data that needs to be pushed from the remote location.
Shayne Froelich | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Maximizer CRM

Maximizer CRM 10.0
Based on 1 answer
We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.
Shayne Froelich | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Maximizer CRM

Maximizer CRM 8.0
Based on 2 answers
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
Shayne Froelich | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Maximizer CRM

We chose to go with Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.
Thomas Laut | 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

Maximizer CRM

  • It allows us to maximize our service billing
  • It is easy to generate service quotes
  • It is easy to follow up on leads.
Len Masek | 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.

Maximizer CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$29*

* per user/Month

Maximizer CRM Editions & Modules

On-premise Edition
Business Plus$491
Insights$891
  1. Per User / Month
SaaS Edition
Small Office$291
Business Plus$491
Insights$891
  1. Per User / Month
Additional Pricing Details
All pricing in USD. Monthly no contract subscription option available.

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Maximizer CRM
8.0

Likelihood to Renew

Deltek WorkBook
Maximizer CRM
10.0

Support Rating

Deltek WorkBook
Maximizer CRM
8.0

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