What users are saying about
1 Ratings
4 Ratings
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Score 7.1 out of 100
1 Ratings
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Score 7.3 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

Soffront CRM

This is a basic CRM tool like many of the others. I would imagine that this would be well suited for large enterprises due to its ability to double as a task manager, and smaller soloprenuer operations because it is expansive and can do so many things in one place. Overall if you are in business you should be using a CRM and this one is a good one to use.
Andrew Van Horn | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Soffront CRM
7.7
Customer data management / contact management
Deltek WorkBook
Soffront CRM
8.2
Workflow management
Deltek WorkBook
Soffront CRM
7.3
Territory management
Deltek WorkBook
Soffront CRM
7.3
Channel / partner relationship management
Deltek WorkBook
Soffront CRM
8.2

Customer Service & Support

Deltek WorkBook
Soffront CRM
7.3
Case management
Deltek WorkBook
Soffront CRM
7.3
Help desk management
Deltek WorkBook
Soffront CRM
7.3

Marketing Automation

Deltek WorkBook
Soffront CRM
8.6
Lead management
Deltek WorkBook
Soffront CRM
8.2
Email marketing
Deltek WorkBook
Soffront CRM
9.1

CRM Project Management

Deltek WorkBook
Soffront CRM
7.7
Task management
Deltek WorkBook
Soffront CRM
8.2
Reporting
Deltek WorkBook
Soffront CRM
7.3

CRM Reporting & Analytics

Deltek WorkBook
Soffront CRM
8.2
Forecasting
Deltek WorkBook
Soffront CRM
7.3
Pipeline visualization
Deltek WorkBook
Soffront CRM
8.2
Customizable reports
Deltek WorkBook
Soffront CRM
9.1

Customization

Deltek WorkBook
Soffront CRM
9.1
Custom fields
Deltek WorkBook
Soffront CRM
9.1

Security

Deltek WorkBook
Soffront CRM
7.3
Single sign-on capability
Deltek WorkBook
Soffront CRM
6.4
Role-based user permissions
Deltek WorkBook
Soffront CRM
8.2

Social CRM

Deltek WorkBook
Soffront CRM
5.9
Social data
Deltek WorkBook
Soffront CRM
6.4
Social engagement
Deltek WorkBook
Soffront CRM
5.5

Platform

Deltek WorkBook
Soffront CRM
5.5
Mobile access
Deltek WorkBook
Soffront CRM
5.5

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

Soffront CRM

  • The email marketing platform is wonderful. It allows for tracking and you can do AB testing with it as well.
  • Landing page and form placement with other companies have also been easy. Regardless of website or landing page that you use the forms integrate and you get an email notification whenever a new lead is added to the database.
  • The overall layout of the CRM is also nice to use. You can open up different tabs with information on and then go back to a previous tab without having to use the browser controls. It makes navigating and comparing information very easy to do.
Andrew Van Horn | 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

Soffront CRM

  • I do not like the log-in page. Whenever I go the Soffront site I get a pop-up asking me not to leave. It is a bit pushy when all I want to do is log into my account.
  • The social media integration feature they have is not particularly useful. There are other companies that do a far better job of posting to SM for me.
Andrew Van Horn | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Soffront CRM

Soffront performs many of the same functions as both of these providers but it offers a great deal more all in one place. I do not have to log into different programs or switch programs to get the information that I need. This has greatly increased efficiency. The pricing for Soffront is also better when you add in the other features that it comes with, in fact it saved me money when I switched.
Andrew Van Horn | 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

Soffront CRM

  • The software has been positive for especially on the email marketing side. I have seen about a 23% increase in revenue and new contacts by using the email marketing feature.
  • The landing page and form integration has averaged me about 20 new leads a month for my business which is plenty to keep us busy and on track for growth of the business.
Andrew Van Horn | 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

Soffront CRM

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
Soffront CRM
7.3

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