What users are saying about
2 Ratings
4 Ratings
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Score 7.1 out of 100
2 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

PlanPlus

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
PlanPlus
7.2
Customer data management / contact management
Deltek WorkBook
PlanPlus
8.0
Workflow management
Deltek WorkBook
PlanPlus
7.0
Territory management
Deltek WorkBook
PlanPlus
9.0
Opportunity management
Deltek WorkBook
PlanPlus
6.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
PlanPlus
6.0
Contract management
Deltek WorkBook
PlanPlus
7.0
Quote & order management
Deltek WorkBook
PlanPlus
7.0
Interaction tracking
Deltek WorkBook
PlanPlus
7.0
Channel / partner relationship management
Deltek WorkBook
PlanPlus
8.0

Customer Service & Support

Deltek WorkBook
PlanPlus
7.0
Case management
Deltek WorkBook
PlanPlus
7.0
Call center management
Deltek WorkBook
PlanPlus
8.0
Help desk management
Deltek WorkBook
PlanPlus
6.0

Marketing Automation

Deltek WorkBook
PlanPlus
6.5
Lead management
Deltek WorkBook
PlanPlus
6.0
Email marketing
Deltek WorkBook
PlanPlus
7.0

CRM Project Management

Deltek WorkBook
PlanPlus
6.7
Task management
Deltek WorkBook
PlanPlus
6.0
Billing and invoicing management
Deltek WorkBook
PlanPlus
7.0
Reporting
Deltek WorkBook
PlanPlus
7.0

CRM Reporting & Analytics

Deltek WorkBook
PlanPlus
7.4
Forecasting
Deltek WorkBook
PlanPlus
8.0
Pipeline visualization
Deltek WorkBook
PlanPlus
7.0
Customizable reports
Deltek WorkBook
PlanPlus
7.0

Customization

Deltek WorkBook
PlanPlus
7.3
Custom fields
Deltek WorkBook
PlanPlus
7.0
Custom objects
Deltek WorkBook
PlanPlus
7.0
Scripting environment
Deltek WorkBook
PlanPlus
8.0
API for custom integration
Deltek WorkBook
PlanPlus
7.0

Security

Deltek WorkBook
PlanPlus
7.0
Single sign-on capability
Deltek WorkBook
PlanPlus
6.0
Role-based user permissions
Deltek WorkBook
PlanPlus
8.0

Social CRM

Deltek WorkBook
PlanPlus
7.0
Social data
Deltek WorkBook
PlanPlus
7.0
Social engagement
Deltek WorkBook
PlanPlus
7.0

Integrations with 3rd-party Software

Deltek WorkBook
PlanPlus
7.0
Marketing automation
Deltek WorkBook
PlanPlus
7.0
Compensation management
Deltek WorkBook
PlanPlus
7.0

Platform

Deltek WorkBook
PlanPlus
6.0
Mobile access
Deltek WorkBook
PlanPlus
6.0

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

PlanPlus

  • Drip marketing
  • Great customer service, Heather and Danielle were phenomenal!
  • Relatively easy to use, learn and personalize.
Jim Grauel, Jr. | 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

PlanPlus

  • The synching did not always work well, especially for people on the road in remote areas.
  • Offline handling needs to be easier and faster.
  • Very complex CRM.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

PlanPlus

Initially went with PlanPlus Online due to cost and ease of getting started, plus the team was extremely accessible. Once we grew and saw the value of the CRM we switched the whole company over to Salesforce so we could integrate all of our systems into one.
Jim Grauel, Jr. | 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

PlanPlus

  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen | 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.

PlanPlus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*

* Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.

PlanPlus Editions & Modules

Edition
PlanPlus Online Planner Edition$69.991
PlanPlus Online Professional Edition$34.992
PlanPlus Online Business Edition$199.993
  1. Per/Year
  2. Per User per Month
  3. per 5 users/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
PlanPlus
7.0

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