What users are saying about
13 Ratings
4 Ratings
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Score 7.1 out of 100
13 Ratings
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Score 7 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

PipelineDeals

It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.
Jeffrey Schneider | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
PipelineDeals
6.8
Customer data management / contact management
Deltek WorkBook
PipelineDeals
7.9
Workflow management
Deltek WorkBook
PipelineDeals
6.9
Territory management
Deltek WorkBook
PipelineDeals
6.9
Opportunity management
Deltek WorkBook
PipelineDeals
7.9
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
PipelineDeals
8.9
Contract management
Deltek WorkBook
PipelineDeals
5.0
Quote & order management
Deltek WorkBook
PipelineDeals
6.0
Interaction tracking
Deltek WorkBook
PipelineDeals
8.9
Channel / partner relationship management
Deltek WorkBook
PipelineDeals
2.7

Customer Service & Support

Deltek WorkBook
PipelineDeals
8.5
Case management
Deltek WorkBook
PipelineDeals
9.0
Call center management
Deltek WorkBook
PipelineDeals
8.2
Help desk management
Deltek WorkBook
PipelineDeals
8.2

Marketing Automation

Deltek WorkBook
PipelineDeals
8.5
Lead management
Deltek WorkBook
PipelineDeals
8.0
Email marketing
Deltek WorkBook
PipelineDeals
9.1

CRM Project Management

Deltek WorkBook
PipelineDeals
5.0
Task management
Deltek WorkBook
PipelineDeals
2.7
Billing and invoicing management
Deltek WorkBook
PipelineDeals
5.5
Reporting
Deltek WorkBook
PipelineDeals
7.0

CRM Reporting & Analytics

Deltek WorkBook
PipelineDeals
7.6
Forecasting
Deltek WorkBook
PipelineDeals
8.0
Pipeline visualization
Deltek WorkBook
PipelineDeals
8.9
Customizable reports
Deltek WorkBook
PipelineDeals
6.0

Customization

Deltek WorkBook
PipelineDeals
7.5
Custom fields
Deltek WorkBook
PipelineDeals
6.9
Custom objects
Deltek WorkBook
PipelineDeals
6.9
Scripting environment
Deltek WorkBook
PipelineDeals
8.2
API for custom integration
Deltek WorkBook
PipelineDeals
7.9

Security

Deltek WorkBook
PipelineDeals
8.1
Single sign-on capability
Deltek WorkBook
PipelineDeals
7.3
Role-based user permissions
Deltek WorkBook
PipelineDeals
9.0

Social CRM

Deltek WorkBook
PipelineDeals
8.1
Social data
Deltek WorkBook
PipelineDeals
8.1
Social engagement
Deltek WorkBook
PipelineDeals
8.2

Integrations with 3rd-party Software

Deltek WorkBook
PipelineDeals
7.6
Marketing automation
Deltek WorkBook
PipelineDeals
8.0
Compensation management
Deltek WorkBook
PipelineDeals
7.3

Platform

Deltek WorkBook
PipelineDeals
7.0
Mobile access
Deltek WorkBook
PipelineDeals
7.0

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

PipelineDeals

  • Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
  • Reporting: We were able to setup all types of reporting and tracking.
  • Ease of Use: While the platform was powerful, it was always easy to use.
Jason Montoya | 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

PipelineDeals

  • I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

PipelineDeals

PipelineDeals 7.0
Based on 1 answer
If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
Brian Welk | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

PipelineDeals

The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
Jeffrey Schneider | 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

PipelineDeals

  • Helped streamline our sales, like a basic CRM should
Stanislaw Wasowicz | TrustRadius Reviewer

Screenshots

PipelineDeals

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

PipelineDeals

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
PipelineDeals
7.9

Likelihood to Renew

Deltek WorkBook
PipelineDeals
7.0

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