What users are saying about
17 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
17 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
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

OnePageCRM

OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
OnePageCRM
9.3
Customer data management / contact management
Deltek WorkBook
OnePageCRM
9.6
Workflow management
Deltek WorkBook
OnePageCRM
9.6
Territory management
Deltek WorkBook
OnePageCRM
10.0
Opportunity management
Deltek WorkBook
OnePageCRM
9.9
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
OnePageCRM
10.0
Contract management
Deltek WorkBook
OnePageCRM
6.3
Quote & order management
Deltek WorkBook
OnePageCRM
10.0
Interaction tracking
Deltek WorkBook
OnePageCRM
9.2
Channel / partner relationship management
Deltek WorkBook
OnePageCRM
9.0

Customer Service & Support

Deltek WorkBook
OnePageCRM
9.5
Case management
Deltek WorkBook
OnePageCRM
9.5
Call center management
Deltek WorkBook
OnePageCRM
9.5
Help desk management
Deltek WorkBook
OnePageCRM
9.5

Marketing Automation

Deltek WorkBook
OnePageCRM
9.8
Lead management
Deltek WorkBook
OnePageCRM
9.9
Email marketing
Deltek WorkBook
OnePageCRM
9.7

CRM Project Management

Deltek WorkBook
OnePageCRM
9.9
Task management
Deltek WorkBook
OnePageCRM
10.0
Reporting
Deltek WorkBook
OnePageCRM
9.8

CRM Reporting & Analytics

Deltek WorkBook
OnePageCRM
9.8
Forecasting
Deltek WorkBook
OnePageCRM
10.0
Pipeline visualization
Deltek WorkBook
OnePageCRM
9.4
Customizable reports
Deltek WorkBook
OnePageCRM
10.0

Customization

Deltek WorkBook
OnePageCRM
9.7
Custom fields
Deltek WorkBook
OnePageCRM
8.8
Custom objects
Deltek WorkBook
OnePageCRM
10.0
Scripting environment
Deltek WorkBook
OnePageCRM
10.0
API for custom integration
Deltek WorkBook
OnePageCRM
10.0

Security

Deltek WorkBook
OnePageCRM
9.7
Single sign-on capability
Deltek WorkBook
OnePageCRM
9.5
Role-based user permissions
Deltek WorkBook
OnePageCRM
10.0

Integrations with 3rd-party Software

Deltek WorkBook
OnePageCRM
10.0
Marketing automation
Deltek WorkBook
OnePageCRM
10.0

Platform

Deltek WorkBook
OnePageCRM
9.9
Mobile access
Deltek WorkBook
OnePageCRM
9.9

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

OnePageCRM

  • It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
  • You can do mass actions-- like rescheduling a group of actions for another day.
  • "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo
Bill Cummings | 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

OnePageCRM

  • The ability to interface with all or many VoIP services would be top of my priority list
  • Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
  • The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board
Nigel Heaton | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

OnePageCRM

We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.
Anonymous | 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

OnePageCRM

  • OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
  • OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.
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

OnePageCRM

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
OnePageCRM
7.7

Add comparison