What users are saying about
4 Ratings
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Score 7.1 out of 100
24 Ratings
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Score 7.8 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

Really Simple Systems

[It's well suited for] connecting opportunities to multiple accounts/contacts. For example, I have opportunities that are related to customers and "influencers" alike. There is a cross-pollination that should easily occur. There are multiple parties to an opportunity that must be related.Also, easy porting of contact and phone information to tasks.
Carlos Lemos | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Really Simple Systems
7.6
Customer data management / contact management
Deltek WorkBook
Really Simple Systems
8.1
Workflow management
Deltek WorkBook
Really Simple Systems
10.0
Opportunity management
Deltek WorkBook
Really Simple Systems
7.4
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Really Simple Systems
5.1
Interaction tracking
Deltek WorkBook
Really Simple Systems
7.3

Customer Service & Support

Deltek WorkBook
Really Simple Systems
8.4
Case management
Deltek WorkBook
Really Simple Systems
8.3
Help desk management
Deltek WorkBook
Really Simple Systems
8.5

Marketing Automation

Deltek WorkBook
Really Simple Systems
6.7
Lead management
Deltek WorkBook
Really Simple Systems
6.8
Email marketing
Deltek WorkBook
Really Simple Systems
6.7

CRM Project Management

Deltek WorkBook
Really Simple Systems
7.6
Task management
Deltek WorkBook
Really Simple Systems
8.1
Reporting
Deltek WorkBook
Really Simple Systems
7.0

CRM Reporting & Analytics

Deltek WorkBook
Really Simple Systems
7.7
Forecasting
Deltek WorkBook
Really Simple Systems
7.3
Pipeline visualization
Deltek WorkBook
Really Simple Systems
8.0
Customizable reports
Deltek WorkBook
Really Simple Systems
7.9

Customization

Deltek WorkBook
Really Simple Systems
8.2
Custom fields
Deltek WorkBook
Really Simple Systems
8.3
Custom objects
Deltek WorkBook
Really Simple Systems
8.5
API for custom integration
Deltek WorkBook
Really Simple Systems
7.6

Platform

Deltek WorkBook
Really Simple Systems
7.6
Mobile access
Deltek WorkBook
Really Simple Systems
7.6

Security

Deltek WorkBook
Really Simple Systems
7.9
Role-based user permissions
Deltek WorkBook
Really Simple Systems
7.9

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

Really Simple Systems

  • Customer Service is EXCELLENT! Fast response time, professional, and helpful.
  • Platform is very intuitive and love the FREE WEBINARS they offer. Really Simple Systems gave us some ideas of how to use their product that we hadn't thought of ourselves.
  • Very reasonably priced even at the Enterprise level, which we have chosen for our company.
Niki Dealey | 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

Really Simple Systems

  • Wish I could sort by tags a bit easier. I manage this by using their Reports feature. But I would like to assign the same task to a list of prospects with the same tag, and the only way I can do that is to either add the task one-by-one or export a report with all the accounts with that tag, add the task in excel, and then import it. Not ideal.
Alison Meredith | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Really Simple Systems

RSS was just significantly cheaper, I was able to manage everything myself, and I didn't get bogged down with an implementation team. I spent probably 5% of what I would have spent on these larger systems. I also really like the fact that I am not "tied" to RSS, and can switch to a more expensive, tailored CRM when the time is right.
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

Really Simple Systems

  • A very positive effect on our understanding of our customers and what kind of events are working well at the venue and which aren't. This will allow us to work more smartly when responsive to enquiries, improving our overall productivity.
  • Very positive impact on our current review of marketing and sales strategy.
Freya Vaughan  | 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.

Really Simple Systems

General

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

Really Simple Systems Editions & Modules

Edition
Starter$151
Professional$332
Enterprise$503
Free CRM$04
  1. per User, 1000 Company Records, Unlimited Contacts, 1 GB Document Storage, MailSync, Custom Settings, Custom Reports, API Integration, Online ‘self-service’ Support Hub, Email and Online Chat Support, Optional Marketing Module
  2. per User, 5000 Company Records, Unlimited Contacts, 5 GB Document Storage, MailSync, Custom Settings, Custom Reports, API Integration, Advanced User Permission Levels, Online ‘self-service’ Support Hub, Free Email, Chat and Phone Support, Priority Technical Support, Optional Marketing and Service Desk Modules
  3. per User, Unlimited Company Records, Unlimited Contacts, Unlimited Document Storage, MailSync, Advanced Reporting, Custom Settings, Advanced User Permission Levels, API Integration, Online ‘self-service’ Support Hub, Free Email, Chat and Phone Support , Top Priority Technical Support, Dedicated Account Manager, Free Online Team Training , Optional Marketing and Service Desk Modules
  4. 2 Users and 100 Company Records
Additional Pricing Details
All plans include free customer support and setup help.

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Really Simple Systems
8.0

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