Deltek WorkBook vs. OnePageCRM

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.

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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.

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• 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

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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

• 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

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• 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.

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• 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

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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

Gets the job done, just not the sexiest.

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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

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

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Timelog, e-conomic project module and podio

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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

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.

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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

• 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.

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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

• 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.

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