What users are saying about
28 Ratings
4 Ratings
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Score 7.1 out of 100
28 Ratings
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Score 8.6 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

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Workbooks
7.7
Customer data management / contact management
Deltek WorkBook
Workbooks
8.5
Workflow management
Deltek WorkBook
Workbooks
8.2
Territory management
Deltek WorkBook
Workbooks
7.7
Opportunity management
Deltek WorkBook
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Workbooks
6.4
Contract management
Deltek WorkBook
Workbooks
7.2
Quote & order management
Deltek WorkBook
Workbooks
7.6
Interaction tracking
Deltek WorkBook
Workbooks
6.4
Channel / partner relationship management
Deltek WorkBook
Workbooks
8.4

Customer Service & Support

Deltek WorkBook
Workbooks
6.3
Case management
Deltek WorkBook
Workbooks
6.2
Call center management
Deltek WorkBook
Workbooks
6.8
Help desk management
Deltek WorkBook
Workbooks
5.8

Marketing Automation

Deltek WorkBook
Workbooks
7.3
Lead management
Deltek WorkBook
Workbooks
8.0
Email marketing
Deltek WorkBook
Workbooks
6.6

CRM Project Management

Deltek WorkBook
Workbooks
7.5
Task management
Deltek WorkBook
Workbooks
7.7
Billing and invoicing management
Deltek WorkBook
Workbooks
6.8
Reporting
Deltek WorkBook
Workbooks
7.8

CRM Reporting & Analytics

Deltek WorkBook
Workbooks
8.6
Forecasting
Deltek WorkBook
Workbooks
8.2
Pipeline visualization
Deltek WorkBook
Workbooks
8.8
Customizable reports
Deltek WorkBook
Workbooks
8.8

Customization

Deltek WorkBook
Workbooks
7.7
Custom fields
Deltek WorkBook
Workbooks
8.4
Custom objects
Deltek WorkBook
Workbooks
7.6
Scripting environment
Deltek WorkBook
Workbooks
7.5
API for custom integration
Deltek WorkBook
Workbooks
7.5

Security

Deltek WorkBook
Workbooks
7.5
Single sign-on capability
Deltek WorkBook
Workbooks
7.0
Role-based user permissions
Deltek WorkBook
Workbooks
8.0

Social CRM

Deltek WorkBook
Workbooks
6.6
Social data
Deltek WorkBook
Workbooks
6.0
Social engagement
Deltek WorkBook
Workbooks
7.3

Integrations with 3rd-party Software

Deltek WorkBook
Workbooks
6.9
Marketing automation
Deltek WorkBook
Workbooks
6.7
Compensation management
Deltek WorkBook
Workbooks
7.0

Platform

Deltek WorkBook
Workbooks
4.2
Mobile access
Deltek WorkBook
Workbooks
4.2

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

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | 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

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Reliability and Availability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Online Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | 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

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | 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.

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Workbooks
8.7

Likelihood to Renew

Deltek WorkBook
Workbooks
8.5

Usability

Deltek WorkBook
Workbooks
7.3

Reliability and Availability

Deltek WorkBook
Workbooks
9.1

Support Rating

Deltek WorkBook
Workbooks
8.2

Online Training

Deltek WorkBook
Workbooks
6.4

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