What users are saying about
21 Ratings
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.1 out of 100
21 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.5 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

Nutshell

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Nutshell
7.3
Customer data management / contact management
Deltek WorkBook
Nutshell
9.0
Workflow management
Deltek WorkBook
Nutshell
8.1
Territory management
Deltek WorkBook
Nutshell
6.1
Opportunity management
Deltek WorkBook
Nutshell
8.6
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Nutshell
7.5
Quote & order management
Deltek WorkBook
Nutshell
6.8
Interaction tracking
Deltek WorkBook
Nutshell
9.3
Channel / partner relationship management
Deltek WorkBook
Nutshell
3.0

Customer Service & Support

Deltek WorkBook
Nutshell
8.8
Case management
Deltek WorkBook
Nutshell
9.6
Call center management
Deltek WorkBook
Nutshell
7.9

Marketing Automation

Deltek WorkBook
Nutshell
8.1
Lead management
Deltek WorkBook
Nutshell
8.4
Email marketing
Deltek WorkBook
Nutshell
7.7

CRM Project Management

Deltek WorkBook
Nutshell
9.0
Task management
Deltek WorkBook
Nutshell
9.1
Reporting
Deltek WorkBook
Nutshell
8.8

CRM Reporting & Analytics

Deltek WorkBook
Nutshell
8.2
Forecasting
Deltek WorkBook
Nutshell
8.0
Pipeline visualization
Deltek WorkBook
Nutshell
8.0
Customizable reports
Deltek WorkBook
Nutshell
8.7

Customization

Deltek WorkBook
Nutshell
8.3
Custom fields
Deltek WorkBook
Nutshell
8.0
Custom objects
Deltek WorkBook
Nutshell
9.0
Scripting environment
Deltek WorkBook
Nutshell
9.0
API for custom integration
Deltek WorkBook
Nutshell
7.1

Security

Deltek WorkBook
Nutshell
7.5
Single sign-on capability
Deltek WorkBook
Nutshell
9.0
Role-based user permissions
Deltek WorkBook
Nutshell
6.0

Social CRM

Deltek WorkBook
Nutshell
7.7
Social data
Deltek WorkBook
Nutshell
7.4
Social engagement
Deltek WorkBook
Nutshell
8.0

Integrations with 3rd-party Software

Deltek WorkBook
Nutshell
8.0
Marketing automation
Deltek WorkBook
Nutshell
8.0
Compensation management
Deltek WorkBook
Nutshell
8.0

Platform

Deltek WorkBook
Nutshell
7.7
Mobile access
Deltek WorkBook
Nutshell
7.7

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

Nutshell

  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
Jennifer Callaghan | 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

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 10.0
Based on 1 answer
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Dan Aylward | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 9.5
Based on 2 answers
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 8.0
Based on 1 answer
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | 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

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | 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.

Nutshell

General

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

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Nutshell
8.5

Likelihood to Renew

Deltek WorkBook
Nutshell
10.0

Usability

Deltek WorkBook
Nutshell
9.0

Support Rating

Deltek WorkBook
Nutshell
9.5

Implementation Rating

Deltek WorkBook
Nutshell
8.0

Add comparison