Deltek WorkBook vs. Teamgate CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek WorkBook
Score 8.3 out of 10
N/A
Now from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A
Teamgate CRM
Score 8.6 out of 10
Small Businesses (1-50 employees)
Teamgate CRM is a cloud based intelligent sales CRM system for small and mid-size teams. The vendor says that the intelligent aspect of the system gives a salesman the most relevant reports and insights. The vendor also says that advice on every step not only allows users to always stay in tact with the sales process, but also helps users develop specific selling skills, which are necessary for every salesman.
$11
user/ month
Pricing
Deltek WorkBookTeamgate CRM
Editions & Modules
No answers on this topic
Starter
$11
user/ month
Professional
$29
user/ month
Enterprise
$49
user/ month
Offerings
Pricing Offerings
Deltek WorkBookTeamgate CRM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup Fee$19 per monthNo setup fee
Additional DetailsBASIC 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.There is a 20% discount when billed annually
More Pricing Information
Community Pulse
Deltek WorkBookTeamgate CRM
Top Pros
Top Cons
Features
Deltek WorkBookTeamgate CRM
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
Teamgate CRM
-
Ratings
Task Management4.03 Ratings00 Ratings
Resource Management6.03 Ratings00 Ratings
Gantt Charts4.03 Ratings00 Ratings
Scheduling2.03 Ratings00 Ratings
Workflow Automation2.03 Ratings00 Ratings
Team Collaboration7.03 Ratings00 Ratings
Support for Agile Methodology3.02 Ratings00 Ratings
Support for Waterfall Methodology3.02 Ratings00 Ratings
Document Management2.03 Ratings00 Ratings
Email integration3.03 Ratings00 Ratings
Mobile Access5.03 Ratings00 Ratings
Timesheet Tracking10.03 Ratings00 Ratings
Change request and Case Management4.02 Ratings00 Ratings
Budget and Expense Management10.02 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek WorkBook
9.0
3 Ratings
19% above category average
Teamgate CRM
-
Ratings
Quotes/estimates10.03 Ratings00 Ratings
Invoicing8.03 Ratings00 Ratings
Project & financial reporting8.03 Ratings00 Ratings
Integration with accounting software10.03 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
8.1
2 Ratings
5% above category average
Customer data management / contact management00 Ratings8.02 Ratings
Workflow management00 Ratings9.02 Ratings
Territory management00 Ratings7.01 Ratings
Opportunity management00 Ratings8.02 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.02 Ratings
Contract management00 Ratings8.02 Ratings
Interaction tracking00 Ratings8.02 Ratings
Channel / partner relationship management00 Ratings8.02 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
7.0
2 Ratings
7% below category average
Help desk management00 Ratings7.02 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
7.0
1 Ratings
7% below category average
Lead management00 Ratings7.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
7.7
2 Ratings
2% above category average
Task management00 Ratings8.02 Ratings
Billing and invoicing management00 Ratings8.01 Ratings
Reporting00 Ratings7.02 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
8.3
2 Ratings
9% above category average
Forecasting00 Ratings7.02 Ratings
Pipeline visualization00 Ratings9.02 Ratings
Customizable reports00 Ratings9.02 Ratings
Customization
Comparison of Customization features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
8.0
2 Ratings
5% above category average
Custom fields00 Ratings9.02 Ratings
Custom objects00 Ratings8.02 Ratings
API for custom integration00 Ratings7.02 Ratings
Security
Comparison of Security features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
9.1
1 Ratings
9% above category average
Single sign-on capability00 Ratings9.11 Ratings
Role-based user permissions00 Ratings9.11 Ratings
Platform
Comparison of Platform features of Product A and Product B
Deltek WorkBook
-
Ratings
Teamgate CRM
5.5
1 Ratings
31% below category average
Mobile access00 Ratings5.51 Ratings
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Deltek WorkBookTeamgate CRM
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Score 9.0 out of 10
Creatio
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Score 9.1 out of 10
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Quickbase
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Score 9.2 out of 10
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All AlternativesView all alternativesView all alternatives
User Ratings
Deltek WorkBookTeamgate CRM
Likelihood to Recommend
8.0
(3 ratings)
8.0
(2 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(1 ratings)
Usability
9.0
(1 ratings)
8.0
(1 ratings)
Availability
-
(0 ratings)
8.0
(1 ratings)
Performance
-
(0 ratings)
7.0
(1 ratings)
Support Rating
9.0
(1 ratings)
7.0
(1 ratings)
Product Scalability
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Deltek WorkBookTeamgate CRM
Likelihood to Recommend
Deltek, Inc.
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.
Read full review
Teamgate
Teamgate CRM is well suited for companies that want to centralize leads, current clients, and communication history in one CRM. A scenario where team gate is appropriate is if a company wants to use custom sales pipelines and stages to track a sales lead that will transition to a deal. A scenario where team gate is NOT appropriate is for a company that doesn't need a cloud-based CRM because there don't travel a lot and will always use the same computer that you might as well have a CRM server on-site and save money.
Read full review
Pros
Deltek, Inc.
  • 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
Read full review
Teamgate
  • Integration with SMS gateway and Mailchimp is fantastic
  • Great looking dashboard and graphics
  • So easy to use and customise even I could do it
Read full review
Cons
Deltek, Inc.
  • 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.
Read full review
Teamgate
  • As this is cloud-based software, we find that the servers are down at least twice a month, this is too much.
  • The speed of page loading can be improved also it takes long to open reports if you use a big date range.
  • There should be a way to reset another users password.
Read full review
Likelihood to Renew
Deltek, Inc.
No answers on this topic
Teamgate
The product exceeds our needs usability-wise.
Read full review
Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
Read full review
Teamgate
I rated this product an 8 for overall usability because Teamgate is very user-friendly and this helps the CRM meet the required use case that companies who buy it have. The feature to sign in from anywhere that has a net connection is huge For example the home page being the leads section and the fact that each lead has all the past and current communication with the potential client allows support agents, and the sales team to be on the same page I didn't give it a 10 because the slowness issue affects performance and usability.
Read full review
Reliability and Availability
Deltek, Inc.
No answers on this topic
Teamgate
Unplanned outages do cause issues with this cloud platform, as they occur twice a month.
Read full review
Performance
Deltek, Inc.
No answers on this topic
Teamgate
Performance can be faster especially when running reports.
Read full review
Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
Read full review
Teamgate
I haven't had to contact the support team as of yet but my co-worker expressed his frustration with the amount of technical product knowledge the Teamgate support team had. He said he felt he knew the product better than the Teamgate helpdesk.
Read full review
Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
Teamgate
When I say we evaluated other CRMs I think that's an understatement, we tried about ten different systems and Teamgate was by far the best.
Read full review
Scalability
Deltek, Inc.
No answers on this topic
Teamgate
The sales team can use this product as much as the support as lead generating teams.
Read full review
Return on Investment
Deltek, Inc.
  • 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.
Read full review
Teamgate
  • The amount of time we have free now, due to having everything organised with the platform is phenomenal
Read full review
ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.

Teamgate CRM Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of