What users are saying about
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Top Rated
203 Ratings
4 Ratings
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Score 7.1 out of 100

Pipedrive

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Top Rated
203 Ratings
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Score 8.1 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

Pipedrive

Pipedrive is well suited for small to mid-size companies that are in need of an inexpensive customer relationship management tool. If users within an entity are struggling to keep up communication between their organization and an outside (or internal) entity, the tool offers a great amount of easily accessed visibility. I've been told that some of the more robust platforms would better suit larger companies. For example, a large marketing firm might be better off with one of Pipedrive's more robust competitors. That said, my team and myself have been extremely satisfied with Pipedrive.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Pipedrive
6.3
Customer data management / contact management
Deltek WorkBook
Pipedrive
6.5
Workflow management
Deltek WorkBook
Pipedrive
7.8
Territory management
Deltek WorkBook
Pipedrive
6.6
Opportunity management
Deltek WorkBook
Pipedrive
8.6
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Pipedrive
8.0
Contract management
Deltek WorkBook
Pipedrive
3.0
Quote & order management
Deltek WorkBook
Pipedrive
5.1
Interaction tracking
Deltek WorkBook
Pipedrive
7.1
Channel / partner relationship management
Deltek WorkBook
Pipedrive
4.3

Customer Service & Support

Deltek WorkBook
Pipedrive
2.9
Case management
Deltek WorkBook
Pipedrive
4.7
Call center management
Deltek WorkBook
Pipedrive
1.1
Help desk management
Deltek WorkBook
Pipedrive
3.1

Marketing Automation

Deltek WorkBook
Pipedrive
8.2
Lead management
Deltek WorkBook
Pipedrive
7.7
Email marketing
Deltek WorkBook
Pipedrive
8.7

CRM Project Management

Deltek WorkBook
Pipedrive
6.3
Task management
Deltek WorkBook
Pipedrive
7.9
Billing and invoicing management
Deltek WorkBook
Pipedrive
4.1
Reporting
Deltek WorkBook
Pipedrive
6.9

CRM Reporting & Analytics

Deltek WorkBook
Pipedrive
5.0
Forecasting
Deltek WorkBook
Pipedrive
5.1
Pipeline visualization
Deltek WorkBook
Pipedrive
8.2
Customizable reports
Deltek WorkBook
Pipedrive
1.7

Customization

Deltek WorkBook
Pipedrive
6.1
Custom fields
Deltek WorkBook
Pipedrive
8.2
Custom objects
Deltek WorkBook
Pipedrive
7.7
Scripting environment
Deltek WorkBook
Pipedrive
1.0
API for custom integration
Deltek WorkBook
Pipedrive
7.4

Security

Deltek WorkBook
Pipedrive
7.2
Single sign-on capability
Deltek WorkBook
Pipedrive
6.1
Role-based user permissions
Deltek WorkBook
Pipedrive
8.3

Social CRM

Deltek WorkBook
Pipedrive
1.1
Social data
Deltek WorkBook
Pipedrive
1.1
Social engagement
Deltek WorkBook
Pipedrive
1.1

Integrations with 3rd-party Software

Deltek WorkBook
Pipedrive
3.6
Marketing automation
Deltek WorkBook
Pipedrive
3.6
Compensation management
Deltek WorkBook
Pipedrive
3.5

Platform

Deltek WorkBook
Pipedrive
8.1
Mobile access
Deltek WorkBook
Pipedrive
8.1

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

Pipedrive

  • Visibility: I can know in one view, at any given time exactly where every opportunity is, why it's there or why/where it may be stuck.
  • Priorities: 'Closest to the close', 'older is colder' are spot-on truisms. In a world of competing priorities, for both you and the customer, choices are made, more often because the solution is a perfect match AND, the sales team follows up in an intelligent & respectfully, timely manner. (not just when it's month-end. So this Actions Today or Overdue visual reminders are what moves opportunities to closure, and create repeat and referral revenues too.
  • Call Center features: great customer support is a key differentiator these days. Customers value knowing they can reach anyone they call in customer support without having to go through their entire account history, only to be transferred to someone else, and start all over. CS can immediately see and understand the why and the where of each customer, in an easy to comprehend visual display - get up-to-speed quickly and answer their query well-informed.
  • Insights: Every customer action/interaction is recorded, providing tremendous insights into purchase (or non-purchase) patterns. That real-time analytics can accelerate sales and potentially drive new market or new product development opportunities.
  • Mobile: Salespeople are mobile. Having full access to Pipedrive on any mobile device lets salespeople do what they do best: listen to what customers are asking for, follow-up and get things done. It makes them want to use the tool, rather than avoid it.
Jackie Bassett | 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

Pipedrive

  • Personally, I would like for their reporting functionality to be a little more robust and easier to use. It looks like they are improving it on a regular basis, but with out using some other data visualization or business intelligence tools, it can be tough to get granular data. For us, not even close to a deal breaker.
  • I would like to see them expand their telephony integrations to include more providers. Specifically DIalpad (hint-hint) - however, since our company doesn't have a call center sales operation maybe this is just me being too picky.
  • I would like for them to an easier to use goal setting and daily activity counter type feature. For example I want to see quickly that each day I need to call 25 leads, set 5 appointments, hold X number of demos etc.
Justin Angelson, Digital and AI Solution Expert | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 2 answers
Unless I find something better...
Anonymous | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 10.0
Based on 2 answers
Pipedrive is an amazingly excellent CRM and I definitely recommend that all sales people use it. It is extremely versatile both in its day to day use as well as reporting. It has helped me gather insight into the overall progress of certain pipelines in my business. It has been worth every cent spent
Nick Thomson | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 2 answers
Excellent support but had one issue that I was told was not an issue by later discovered to be a bug.
Ed Juline | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Pipedrive

Pipedrive 8.2
Based on 2 answers
Experiment is the only way to start
Ed Juline | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Pipedrive

Pipedrive is much more intuitive, fast, easy to understand and to keep tracking, BUT, it's not as customizable, as good for marketing automation, it doesn't use AI. Salesforce was the most customizable CRM I ever used, that was amazing, we could adapt to every business, but the problem is that the interface is not user friendly at all, very complex.
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

Pipedrive

  • Keeping everything organized has been a huge plus
  • By having organized records, different sales reps can take over opportunities easily
  • As other CRMs came on the market, I feel like Pipedrive is falling behind on their feature set, making it have a worse ROI over time
Stephen Steinberg | 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

Pipedrive

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Pipedrive
8.1

Likelihood to Renew

Deltek WorkBook
Pipedrive
8.2

Usability

Deltek WorkBook
Pipedrive
10.0

Reliability and Availability

Deltek WorkBook
Pipedrive
8.2

Support Rating

Deltek WorkBook
Pipedrive
8.2

Implementation Rating

Deltek WorkBook
Pipedrive
8.2

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