What users are saying about
33 Ratings
4 Ratings
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Score 7.1 out of 100
33 Ratings
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Score 7.2 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

Ontraport

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Charles Kirkland | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Email & Online Marketing

Deltek WorkBook
Ontraport
8.1
WYSIWYG email editor
Deltek WorkBook
Ontraport
8.6
Dynamic content
Deltek WorkBook
Ontraport
8.6
Ability to test dynamic content
Deltek WorkBook
Ontraport
8.3
Landing pages
Deltek WorkBook
Ontraport
7.3
A/B testing
Deltek WorkBook
Ontraport
8.4
Mobile optimization
Deltek WorkBook
Ontraport
7.8
Email deliverability reporting
Deltek WorkBook
Ontraport
7.1
List management
Deltek WorkBook
Ontraport
7.3
Triggered drip sequences
Deltek WorkBook
Ontraport
9.6

Lead Management

Deltek WorkBook
Ontraport
7.0
Lead nurturing
Deltek WorkBook
Ontraport
8.5
Lead scoring and grading
Deltek WorkBook
Ontraport
5.9
Data quality management
Deltek WorkBook
Ontraport
6.5
Automated sales alerts and tasks
Deltek WorkBook
Ontraport
7.3

Campaign Management

Deltek WorkBook
Ontraport
7.3
Calendaring
Deltek WorkBook
Ontraport
6.2
Event/webinar marketing
Deltek WorkBook
Ontraport
8.5

Social Media Marketing

Deltek WorkBook
Ontraport
7.1
Social sharing and campaigns
Deltek WorkBook
Ontraport
7.1
Social profile integration
Deltek WorkBook
Ontraport
7.2

Reporting & Analytics

Deltek WorkBook
Ontraport
8.3
Dashboards
Deltek WorkBook
Ontraport
8.6
Standard reports
Deltek WorkBook
Ontraport
6.8
Custom reports
Deltek WorkBook
Ontraport
9.6

Platform & Infrastructure

Deltek WorkBook
Ontraport
7.8
API
Deltek WorkBook
Ontraport
6.8
Role-based workflow & approvals
Deltek WorkBook
Ontraport
8.8
Customizability
Deltek WorkBook
Ontraport
9.4
Integration with Salesforce.com
Deltek WorkBook
Ontraport
7.3
Integration with Microsoft Dynamics CRM
Deltek WorkBook
Ontraport
7.3
Integration with SugarCRM
Deltek WorkBook
Ontraport
7.3

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

Ontraport

  • User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
  • ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
  • Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Jeremy Estes | 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

Ontraport

  • Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
  • Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
  • Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
  • Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
  • Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
  • Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
  • Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Andrew Muller | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
Anonymous | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy | TrustRadius Reviewer

Performance

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 7.7
Based on 4 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Chris Castillo | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
Anonymous | TrustRadius Reviewer

In-Person Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Ontraport

Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Matthew Watts | TrustRadius Reviewer

Scalability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz | 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

Ontraport

  • We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
  • We have been able to more effectively target relevant donors that have given more recently.
  • ONTRAPORT has consolidated the tracking software that we have used for contact information.
Kalyn Hoffman | 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.

Ontraport

General

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

Ontraport Editions & Modules

Edition
Pro$2971
Basic$792
Plus$1473
Enterprise$4974
  1. per month (3 Users -- up to 10,000 Contacts)
  2. per month (1 User -- up to 1,000 contacts)
  3. per month (2 Users -- up to 2,500 Contacts)
  4. per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Ontraport
6.9

Likelihood to Renew

Deltek WorkBook
Ontraport
9.1

Usability

Deltek WorkBook
Ontraport
7.8

Performance

Deltek WorkBook
Ontraport
7.7

Support Rating

Deltek WorkBook
Ontraport
9.0

In-Person Training

Deltek WorkBook
Ontraport
9.1

Implementation Rating

Deltek WorkBook
Ontraport
9.1

Scalability

Deltek WorkBook
Ontraport
8.2

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