What users are saying about
1 Ratings
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.1 out of 100
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.1 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

Teamgate CRM

Any SME or mid company that needs to track customers and sales can use this platform
Alexander Taylor | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Teamgate CRM
8.4
Customer data management / contact management
Deltek WorkBook
Teamgate CRM
9.1
Workflow management
Deltek WorkBook
Teamgate CRM
9.1
Opportunity management
Deltek WorkBook
Teamgate CRM
9.1
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Teamgate CRM
5.5
Contract management
Deltek WorkBook
Teamgate CRM
8.2
Interaction tracking
Deltek WorkBook
Teamgate CRM
9.1
Channel / partner relationship management
Deltek WorkBook
Teamgate CRM
9.1

Customer Service & Support

Deltek WorkBook
Teamgate CRM
9.1
Help desk management
Deltek WorkBook
Teamgate CRM
9.1

CRM Project Management

Deltek WorkBook
Teamgate CRM
8.2
Task management
Deltek WorkBook
Teamgate CRM
9.1
Reporting
Deltek WorkBook
Teamgate CRM
7.3

CRM Reporting & Analytics

Deltek WorkBook
Teamgate CRM
8.5
Forecasting
Deltek WorkBook
Teamgate CRM
9.1
Pipeline visualization
Deltek WorkBook
Teamgate CRM
9.1
Customizable reports
Deltek WorkBook
Teamgate CRM
7.3

Customization

Deltek WorkBook
Teamgate CRM
7.9
Custom fields
Deltek WorkBook
Teamgate CRM
9.1
Custom objects
Deltek WorkBook
Teamgate CRM
7.3
API for custom integration
Deltek WorkBook
Teamgate CRM
7.3

Security

Deltek WorkBook
Teamgate CRM
9.1
Single sign-on capability
Deltek WorkBook
Teamgate CRM
9.1
Role-based user permissions
Deltek WorkBook
Teamgate CRM
9.1

Platform

Deltek WorkBook
Teamgate CRM
5.5
Mobile access
Deltek WorkBook
Teamgate 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

Teamgate CRM

  • Integration with SMS gateway and Mailchimp is fantastic
  • Great looking dashboard and graphics
  • So easy to use and customise even I could do it
Alexander Taylor | 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

Teamgate CRM

  • Could do with the ability to customise the dashboard with your own fields.
Alexander Taylor | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Teamgate CRM

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.
Alexander Taylor | 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

Teamgate CRM

  • The amount of time we have free now, due to having everything organised with the platform is phenomenal
Alexander Taylor | 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.

Teamgate CRM

General

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

Teamgate CRM Editions & Modules

Edition
Starter$111
Professional$291
Enterprise$491
  1. user/ month
Additional Pricing Details
There is a 20% discount when billed annually

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Teamgate CRM
9.1

Add comparison