Deltek WorkBook vs. vCita

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
vCita
Score 9.7 out of 10
N/A
vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
$29
per month
Pricing
Deltek WorkBookvCita
Editions & Modules
No answers on this topic
Essentials
$29
per month
Business
$59
per month
Platinum
$99
per month
Offerings
Pricing Offerings
Deltek WorkBookvCita
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
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.
More Pricing Information
Features
Deltek WorkBookvCita
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
48% below category average
vCita
-
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
vCita
-
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
vCita
8.8
5 Ratings
14% above category average
Customer data management / contact management00 Ratings9.55 Ratings
Workflow management00 Ratings8.04 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
vCita
7.0
3 Ratings
7% below category average
Email marketing00 Ratings7.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek WorkBook
-
Ratings
vCita
8.0
5 Ratings
5% above category average
Billing and invoicing management00 Ratings9.05 Ratings
Reporting00 Ratings7.03 Ratings
Customization
Comparison of Customization features of Product A and Product B
Deltek WorkBook
-
Ratings
vCita
6.8
7 Ratings
11% below category average
Custom fields00 Ratings6.67 Ratings
API for custom integration00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Deltek WorkBook
-
Ratings
vCita
8.6
7 Ratings
14% above category average
Mobile access00 Ratings8.67 Ratings
Security
Comparison of Security features of Product A and Product B
Deltek WorkBook
-
Ratings
vCita
9.7
6 Ratings
15% above category average
Role-based user permissions00 Ratings9.76 Ratings
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Deltek WorkBookvCita
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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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User Ratings
Deltek WorkBookvCita
Likelihood to Recommend
8.0
(3 ratings)
9.7
(10 ratings)
Usability
9.0
(1 ratings)
9.5
(4 ratings)
Support Rating
9.0
(1 ratings)
8.5
(4 ratings)
User Testimonials
Deltek WorkBookvCita
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.
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vcita
It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
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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
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vcita
  • Great for online appointment bookings.
  • Good for taking payments.
  • Good for onboarding new clients.
  • Integrates with your website.
  • Integrates with Facebook Pages.
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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.
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vcita
  • Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
  • Improved ease of use with forms.
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Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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vcita
Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
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Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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vcita
I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
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Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
vcita
I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.
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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.
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vcita
  • I have no clue
  • I'm assuming that we would not have people making appointments with us if we didn't have this service
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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.

vCita Screenshots

Screenshot of Exclusively designed for service providers & service-based businessesScreenshot of The only marketing-driven CRM for small businesses