What users are saying about
10 Ratings
4 Ratings
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Score 7.1 out of 100
10 Ratings
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Score 9.2 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

Salesflare

I have always struggled with using CRMs. Either they try and remove you from your everyday workflow or they are full of features you don't want/use. Salesflare integrates exactly the way you would want a CRM to integrate and it plays nice with just about any other software you use for your business. Salesflare may not be as feature-rich as some other CRMs but it beats out just about everyone when it comes to seamless integration, ease of use and overall enjoyment of using a CRM.
Gary Shouldis | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Salesflare
8.7
Customer data management / contact management
Deltek WorkBook
Salesflare
10.0
Workflow management
Deltek WorkBook
Salesflare
10.0
Territory management
Deltek WorkBook
Salesflare
5.9
Opportunity management
Deltek WorkBook
Salesflare
9.1
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Salesflare
10.0
Contract management
Deltek WorkBook
Salesflare
10.0
Quote & order management
Deltek WorkBook
Salesflare
6.9
Interaction tracking
Deltek WorkBook
Salesflare
9.6
Channel / partner relationship management
Deltek WorkBook
Salesflare
7.0

Customer Service & Support

Deltek WorkBook
Salesflare
8.3
Case management
Deltek WorkBook
Salesflare
9.0
Call center management
Deltek WorkBook
Salesflare
7.0
Help desk management
Deltek WorkBook
Salesflare
9.0

Marketing Automation

Deltek WorkBook
Salesflare
9.3
Lead management
Deltek WorkBook
Salesflare
10.0
Email marketing
Deltek WorkBook
Salesflare
8.7

CRM Project Management

Deltek WorkBook
Salesflare
8.7
Task management
Deltek WorkBook
Salesflare
9.1
Billing and invoicing management
Deltek WorkBook
Salesflare
8.0
Reporting
Deltek WorkBook
Salesflare
9.1

CRM Reporting & Analytics

Deltek WorkBook
Salesflare
8.6
Forecasting
Deltek WorkBook
Salesflare
10.0
Pipeline visualization
Deltek WorkBook
Salesflare
10.0
Customizable reports
Deltek WorkBook
Salesflare
5.9

Customization

Deltek WorkBook
Salesflare
9.4
Custom fields
Deltek WorkBook
Salesflare
9.6
Custom objects
Deltek WorkBook
Salesflare
9.6
API for custom integration
Deltek WorkBook
Salesflare
9.1

Security

Deltek WorkBook
Salesflare
9.6
Single sign-on capability
Deltek WorkBook
Salesflare
10.0
Role-based user permissions
Deltek WorkBook
Salesflare
9.1

Social CRM

Deltek WorkBook
Salesflare
9.6
Social data
Deltek WorkBook
Salesflare
9.6
Social engagement
Deltek WorkBook
Salesflare
9.6

Integrations with 3rd-party Software

Deltek WorkBook
Salesflare
8.5
Marketing automation
Deltek WorkBook
Salesflare
8.0
Compensation management
Deltek WorkBook
Salesflare
9.0

Platform

Deltek WorkBook
Salesflare
10.0
Mobile access
Deltek WorkBook
Salesflare
10.0

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

Salesflare

  • Salesflare organizes your clients (accounts) and contacts
  • Great amount of depth when it comes to monitoring sales and other opportunities
  • Ability to add custom fields to individual accounts such as branding
Kevin Miller | 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

Salesflare

  • It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
  • Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
  • Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery
Gary Shouldis | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Salesflare

Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
Kevin Miller | 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

Salesflare

  • I save dozens of hours each month managing new clients and leads, Salesflare easily pays for itself each month
  • Between the great mobile app and integration with Gsuite, Salesflare is the perfect CRM for the mobile user. I no longer feel chained to a desktop to manage my leads.
  • I used to have a Love-Hate relationship with CRMs but now actually enjoy using a CRM since using Salesflare and feel like I actually realize the value of using a CRM.
Gary Shouldis | TrustRadius Reviewer

Screenshots

Salesflare

Pricing Details

Deltek WorkBook

General

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

* per month

Salesflare

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Salesflare
9.6

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